Freestone Capital Management
Trevor W. Sharp, CIMA, is a seasoned financial professional with extensive experience in client advisory and investment management. Currently serving as Managing Director - Client Advisor at Freestone Capital Management, Trevor has previously held the position of Associate Director - Investments at Oppenheimer & Co. Inc. and worked as a Financial Advisor at Synergy Financial Management. Trevor earned a Bachelor of Business Administration (B.B.A.) degree with a focus in Finance from Seattle Pacific University, where studies were completed from 1997 to 2001.
This person is not in the org chart
This person is not in any teams
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.