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Vice President & Associate Advisor Group Lead @Sequoia Financial Group
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WORK HISTORY
Vice President & Associate Advisor Group Lead @Sequoia Financial Group
Minneapolis, MN, US
EDUCATION
The University of Chicago Booth School of Business
MBA with Honors, Accounting and Finance
University of Chicago
AB, English Language and Literature, General
New York University
MA, Performance Studies
SKILLS
ABOUT BETSY ENGLAND
As part of the Advisory Team, I partner with clients and their families, providing the firm’s fully integrated wealth management experience including investment management, retirement modeling, estate and educational planning, and all other aspects of general financial planning and client care. In this role, I also connect clients with the firm’s specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis.Life isn’t about money, but money forms the foundations for many of life’s activities. Most of my education has been in the humanities, and I’ve always been fascinated by the big questions in life. How should a person live? What constitutes a meaningful life? Why are any of us here, anyway?What’s even more fascinating than these questions is how many different ways you can answer them. No philosopher, author, or choreographer has found the definitive answer for all of us because there is no one definitive answer – it’s different for each person.My job as an advisor is to help people more fully embody their personal answers to these questions by better organizing, managing, and deploying their resources towards their vision. It’s an honor to get to know my clients so deeply, and it’s an even greater honor to use my skillset to help them on their journeys.The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities.Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
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