Peter Wicklund

Peter Wicklund has significant experience in the financial industry. Peter started their career at US Bank as a Trust Officer from September 1987 to February 1991. Peter then moved on to Merrill Lynch, where they worked as a Vice President from March 1991 to December 2002. Currently, Peter serves as the Managing Director at Freestone Capital Management since January 2003. In this role, they provide comprehensive financial advisory services to clients, focusing on their unique financial complexities and long-term goals.

Peter Wicklund attended the University of Washington - Michael G. Foster School of Business from 1982 to 1986, where they obtained a Bachelor of Arts degree in Business with a focus on Finance and IT. Additionally, Peter has additional certifications as a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), although no specific information is available regarding the institutions or years in which they obtained these certifications.