Tam Stuck brings 30 years of experience in the wealth management space to her role in Sequoia’s M&A integration, where she focuses on fee modeling and data analytics. Her primary responsibilities include fee integration and data organization, ensuring that incoming firms transition smoothly and efficiently. By working closely with Sequoia’s M&A leadership and due diligence teams, Tam helps structure financial data in a way that enhances transparency and decision-making.

Her industry knowledge and experience in data structures play a critical role in overcoming one of the biggest integration challenges—access to data. Through early and open dialogue, Tam ensures that the pre-integration phase is well-organized, facilitating leadership communications and the intake of household and fee data. Her collaboration with internal teams has led to more efficient reporting, ultimately improving the integration experience for all stakeholders. By streamlining financial transitions, Tam helps create a seamless experience for both clients and internal teams as they adapt to Sequoia’s platform.