Shaun Kapusinski, MBA, HCS

Shaun is highly involved in his firm’s overall processes and practices that help drive their client service. He approaches problems and solutions from an operational perspective, having spent the bulk of his Sequoia career managing the operations service team. Shaun is engaged in a variety of functions for the firm—from being integrally involved in managing Sequoia's CRM system, to overseeing office administration and engaging in talent development efforts.

Professional Accreditations & Education

• Maintains the Human Capital Strategist (HCS) certification with the Human Capital Institute
• The University of Akron, MBA (2010)
• The University of Akron, B.A. in marketing with a minor in international business, summa cum laude (2001)

Industry Involvement

• Founder, HIFON (High Impact Financial Operations Network), a group of over 130 financial planning firms from around the country that network regularly to share best practices on running an efficient and effective advisory practice
• Current Committee Member, operations track at Bob Veres' Insider's Forum
• Current Member, The University of Akron's Finance Advisory Board
• Current Member, Wadsworth Young Professionals
• Speaker, FPA DFW Annual Conference (2017)
• Former Member, Schwab Advisor Services Technology, Operations & Service (TOS) Advisory Board (2012-2014)