Experience

Freestone Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Founder and Senior Partner

  • Mar 1999 - Present

  Santa Barbara, California Area, Seattle WA Freestone is an independent wealth advisor to select individual investors, high net worth families and institutions with offices in Seattle, San Francisco and Santa Barbara. I founded Freestone in 1999 based on one simple idea: “What if we had a Wealth Management Firm where clients always came first?” Today I wear three hats. • Overall management of the company including strategy and direction • Overall investment strategy and portfolio manager for our real estate and… Show more Freestone is an independent wealth advisor to select individual investors, high net worth families and institutions with offices in Seattle, San Francisco and Santa Barbara. I founded Freestone in 1999 based on one simple idea: “What if we had a Wealth Management Firm where clients always came first?” Today I wear three hats. • Overall management of the company including strategy and direction • Overall investment strategy and portfolio manager for our real estate and long/short equity funds • Client Advisor for a small number of select families where I focus on simplifying the complexities of wealth so they can focus on what is important to them Show less