Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families. We offer a full suite of services to help protect, grow and
transfer your wealth and address all aspects of your financial life, giving you the freedom to focus on what truly matters.


Venture Capital

Freestone Capital Management

Freestone Capital Management's headquarters in Seattle, WA, United States

Gary Furukawa

Robb Carter

Kimberlee Hansen

Sean Carr

Robert Downer

Jacob Cahn

Peter Wicklund

Mike Schneider

Beau Bowman

Nick Cicero

Ann Gookin

Aaron Sellsted

Michael Allard

George Chang

Alison R.

Seton McAndrews

Pete Forras

Trevor W. Sharp

Nick Bucklin

Christopher Odem

Jonathan Wittlin

Elizabeth Hollis

Bob Mellon

Nicole Bowers

Beth Wraga

Alyssa Morris

Johnna Long

Andrew W. Erisman

Jennifer Moreland

Erik Morgan

Christine Opp

Ned Doubleday

This department manages client interactions and ensures satisfaction with services.

Client Relations

This department focuses on managing and enhancing client interactions and support.

Client Services

The Leadership Team at Freestone Capital Management is responsible for setting the strategic direction and vision of the firm, ensuring alignment with the company’s mission to provide exceptional wealth management services. This team collaborates across various disciplines to drive operational excellence, enhance client relationships, and uphold the company’s commitment to independent, fee-only advising. Key leaders, including the CEO and Managing Directors, guide the firm’s growth while fostering a culture of integrity and client-centric service.

Leadership Team

This department provides strategic direction and oversight for the organization.

Executive Leadership

The Investment & Financial Planning Team at Freestone Capital Management is dedicated to providing tailored investment strategies and comprehensive financial planning services for high net worth clients. This multidisciplinary team, comprised of client advisors, financial planners, and investment specialists, collaborates to analyze clients' financial goals, manage portfolios, and ensure effective wealth preservation and growth. Their holistic approach ensures clients receive personalized guidance that addresses all aspects of their financial lives.

Investment & Financial Planning Team

This department focuses on providing financial planning and investment strategies to clients.

Wealth Management

Freestone Capital Management

Org chart

Teams

Client Relations

Client Services

Leadership Team

Executive Leadership

Investment & Financial Planning Team

Wealth Management

Offices

Freestone Capital Management

Org chart

Teams

Client Relations

Client Services

Leadership Team

Executive Leadership

Investment & Financial Planning Team

Wealth Management

Offices

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