Freestone Capital Management
Beth Zackheim is a seasoned professional in client services and wealth management with extensive experience across several prominent firms. Currently a Senior Client Service Associate at Freestone Capital Management since May 2016, Beth has also served as a Private Client Services Associate at Coldstream Wealth Management and held various positions at Freestone Capital Management and Oppenheimer & Co. Inc., including Senior Associate and Marketing/Client Service Associate. Earlier roles include a Seasonal Educator at Lululemon Athletica and a Shift Supervisor at Starbucks Coffee Company, showcasing skills in customer service and marketing. Beth earned a Bachelor of Arts in Marketing from the UW Foster School of Business and an Associate of Arts from Highline College.
Freestone Capital Management
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.