Freestone Capital Management
Robb Carter is a Partner and Client Advisor at Freestone Capital Management, where since May 2009, Robb has been dedicated to understanding the unique financial complexities and long-term goals of clients. The firm offers a comprehensive suite of services designed to protect, grow, and transfer wealth while addressing all aspects of clients' financial lives. Prior to Freestone, Robb served as Executive Director of Wealth Management at Oppenheimer & Co. from January 1994 to May 2009. Robb holds a BA in Finance from Pacific Lutheran University and has also studied at Semester at Sea and the University of Southern California.
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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.