About
Your Partner in Wealth Management
At Sequence, we are more than just financial advisors; we are your partners in achieving financial security. Our tactical approach to wealth management allows us to provide personalized strategies that align with your specific circumstances.
Why Sequence Wealth Management?
- Tailored Solutions: We design customized financial plans, robust portfolios, and estate plans that address your individual and business needs.
- Expert Guidance: Our team is dedicated to providing expert advice that adapts to market changes.
- Focus on Risk: We recognize that the sequence of returns is as important as the returns themselves, ensuring your wealth is protected during both up and down markets.
Our Team
Shep Buckman, a New Orleans native, has over 25 years of experience in financial services. At Sequence Wealth Management, he holds the key role of overseeing all operational aspects with comprehensive leadership. Prior to co-founding Sequence Wealth Management and Fusion Strategies, Shep served as a Senior Investment Consultant at Equitas Capital Advisors and as Senior Portfolio Manager and Investment Committee member for United Bank’s Wealth Management division. At United Bank, he guided investment strategy and execution for over $4 billion of private client institutional assets. Shep has also held positions as a portfolio manager at UBS Financial Services and Morgan Stanley, building customized portfolios for high-net-worth clients. Mr. Buckman has considerable experience with high-net-worth families, professional athletes, non-profits, financial planning, lending, alternative investments, and sell-side advisory to include ESOPs (Employee Stock Ownership Plans).
Shep has obtained his CFA® and CMT® designations. He also earned an MBA in Finance from Johns Hopkins University and a B.S. in Business Administration with Special Attainments in Commerce from Washington & Lee University.
Rohit (Ro) Punyani formed Sequence Wealth Management in order to stay close to clients. Prior to co-founding Sequence Wealth Management and an insurance agency,
Fusion Strategies, Ro worked at larger organizations in various roles. Ro has served as Chief Investment Officer of the Wealth Management Division of United Bankshares Inc. ("United Bank"). At United Bank, Ro managed over approximately $4 billion across various asset classes, including managing an internal dividend stock portfolio for clients. Like his clients, Ro has always felt the entrepreneurial pull, in 2019 he launched Tides Edge Capital, a long/short systematic fund.
Ro also served as Chief Investment Officer for a multi-family office in Northern Virginia, managing and running both proprietary, systematic strategies and external investment relationships.
Prior to United Bank, Ro was a portfolio manager at Wilmington Trust, where he built customized portfolios for ultra-high net worth clients.
Mr. Punyani has extensive capital markets and equity research experience, having worked for a large cap mutual fund and a long/short hedge fund. Mr. Punyani earned his MBA from Georgetown University and a Bachelor of Arts degree in Economics from Colby College where he graduated Cum Laude.
Rohit Punyani, MBA
Co-Founder, Chief Strategist
