Cameron Wyman
Investments Associate at Freestone Capital Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Freestone Capital Management
-
United States
-
Financial Services
-
1 - 100 Employee
-
Investments Associate
-
Sep 2022 - Present
-
-
-
Freestone Capital Management
-
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.
-
-
-
SWAN Venture Group
-
United States
-
Venture Capital and Private Equity Principals
-
1 - 100 Employee
-
Summer Analyst
-
Jun 2020 - Jan 2021
-
-
-
Keiretsu Forum
-
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.
-
-
-
The Y (YMCA)
-
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.
-
-
-
Washington State Department of Ecology
-
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 -
University of Dubrovnik, Croatia
History and Culture -
Bellarmine Preparatory School