Freestone Capital Management
Eric Fridstein, CFP®, currently serves as Director - Client Advisor at Freestone Capital Management since July 2020, having also held previous roles including Director, Senior Client Service Associate, and Client Service Associate within the firm. Prior to this, Fridstein worked at D.A. Davidson Companies from September 2017 to June 2020 as a Financial Services Representative, managing over 315 accounts with more than $37 million in assets under management (AUM). Fridstein's early career included internships at Bank of the Cascades, Raymond James, and Summit Financial Consultants, where financial analysis and support for various advisory projects were key responsibilities. Additionally, Fridstein held leadership roles in fraternity activities at Alpha Epsilon Pi, focusing on brothers' moral support and philanthropy initiatives. Eric Fridstein is also a co-author of the book "Going Yard: The Ultimate Guide For Major League Baseball Stadium Road Trips," completed over a seven-year project with their father. Fridstein graduated from Michigan State University in June 2017.
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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.