Cameron Wyman

Investments Associate at Freestone Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investments Associate
      • Sep 2022 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Summer Investment Analyst
      • Jan 2021 - Aug 2021

      Our primary focus is to simplify the complexities created by wealth. As a fee-only Registered Investment Advisor (RIA), we operate as a fiduciary on behalf of our clients. Guided by the personal and financial goals of the client, we develop a customized wealth plan incorporating aspects such as estate and trust planning, tax planning, business succession planning and philanthropic planning. Once the plan is constructed, we design a tailored investment portfolio. Depending on the needs of the client, we select from a variety of internally and externally managed strategies spanning both traditional and alternative asset classes, some of which are only available at Freestone.

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Summer Analyst
      • Jun 2020 - Jan 2021

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Summer Analyst
      • May 2018 - Aug 2018

      While at Keiretsu, Cameron analyzed data and completed due diligence on companies to develop an investment thesis, outreached with potential private investors, complied and organized data on hundreds of companies and global investors into the firm's database, and many other important tasks. While at Keiretsu, Cameron analyzed data and completed due diligence on companies to develop an investment thesis, outreached with potential private investors, complied and organized data on hundreds of companies and global investors into the firm's database, and many other important tasks.

    • United States
    • Non-profit Organization Management
    • 700 & Above Employee
    • Swim Instructor
      • Apr 2017 - Sep 2017

      While at the YMCA, Cameron taught youth swimmers of different ages and swim levels techniques for increasing their abilities. He also met with parents of the swimmers to discuss the what he would be teaching their children and its importance. While at the YMCA, Cameron taught youth swimmers of different ages and swim levels techniques for increasing their abilities. He also met with parents of the swimmers to discuss the what he would be teaching their children and its importance.

    • United States
    • Environmental Services
    • 700 & Above Employee
    • Ecology Youth Corp Worker
      • May 2016 - Sep 2016

      Cameron cleaned the highways of trash and recyclables around the Tacoma area while also learning crucial ideas about how to preserve Pacific Northwest ecosystems. Cameron cleaned the highways of trash and recyclables around the Tacoma area while also learning crucial ideas about how to preserve Pacific Northwest ecosystems.

Education

  • Yale University
    Bachelor's degree, Economics
    2017 - 2022
  • University of Dubrovnik, Croatia
    History and Culture
    2019 - 2019
  • Bellarmine Preparatory School
    2013 - 2017

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