Matt Abrams, CFP® CPWA®
Director at Freestone Capital Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified Private Wealth Advisor
Yale School of ManagementNov, 2022- Nov, 2024 -
CERTIFIED FINANCIAL PLANNER™
CFP Board -
Series 66
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA)
Experience
-
Freestone Capital Management
-
United States
-
Financial Services
-
1 - 100 Employee
-
Director
-
Jun 2018 - Present
As a client advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.
-
-
Senior Associate
-
Nov 2016 - Jun 2018
Freestone is an independent wealth advisor to select individual investors, high net worth families and institutions with offices in Seattle, Portland, San Francisco and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at www.freestonecapital.com
-
-
-
Wells Fargo
-
United States
-
Financial Services
-
700 & Above Employee
-
Private Banker
-
Sep 2015 - Nov 2016
-
-
Branch Manager
-
Aug 2013 - Sep 2015
-
-
Education
-
University of Washington
Bachelor's Degree, Law, Politics, & Economy