Team Profile

As a Research Analyst with Sequoia’s Asset Management team, I am responsible for assisting with daily investment operations such as maintaining account database, trading, rebalancing, tracking investment performance and producing reports. I work closely with teams across the firm to support efficiency and cohesion from an operations perspective, and work hand in hand with advisors to provide the most up to date information for their client interactions.

My teammates can expect pleasant, efficient, and thorough interactions with me and a deep commitment to my work. I am a lifelong learner with a dedication to developing my craft. I hope to put all of my knowledge and experience to work for our clients.

Professional Accreditations & Education

  • The Ohio State University – Master of Finance, Bachelor of Science Business Administration in Finance

Up Close

  • Makes her home in Columbus, OH with her husband and their dog DanDan
  • Enjoys cultivating houseplants, cooking, and playing with her dog
  • Joined Sequoia in 2021

Sequoia Financial

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LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beechwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Margaret Xu | Sequoia Financial Group

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