NAPFA Spring 2023 National Conference Speaker

Shaun Kapusinski is responsible for Sequoia’s technology infrastructure and cybersecurity. He is involved in the systems, training, and support that help drive their client and advisor experiences. He approaches problems and solutions from an operational perspective, having spent much of his Sequoia career managing the client service team. Kapusinski is part of the technology group at Sequoia which strives to equip their team with the best digital resources to serve their clients. Kapusinski has spent most of his career at Sequoia, which has presented him with various networking, speaking, and writing opportunities. In 2010, he founded HIFON (High Impact Financial Operations Network), a group of more than 280 registered investment advisors from around the country that network regularly to share best practices on running an advisory practice. In addition to speaking at various industry conferences, in 2018, Kapusinski had the privilege of co-authoring The Financial Advisor M&A Guidebook.