Freestone Capital Management
Steve Pham is an experienced financial professional currently serving as a Trading Associate at Freestone Capital Management since April 2023. Prior to this role, Steve worked as an Equity Trader at Merriman Wealth Management, LLC from March 2006 to December 2018, where responsibilities included trading client accounts and managing model portfolio systems. Earlier experience includes serving as an Operations Specialist at Badgley Phelps Wealth Managers from March 2001 to February 2006, assisting in account maintenance and reconciliation for various client types. Steve holds a Bachelor of Arts in Finance from Kaplan University.
This person is not in the org chart
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.