Join us in celebrating our team members with work anniversaries this October! Your commitment and hard work have been instrumental to our success. A huge thank you to Nick Cicero, Aaron Sellsted, Jonathan Wittlin, CFP®, and Jameson Pastor for your contributions to Freestone. We're excited for the future ahead! #EmployeeAnniversaries #WhatTrulyMatters
Freestone Capital Management
Financial Services
Seattle, WA 11,026 followers
Providing you the freedom to focus on what truly matters
About us
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.
- Website
-
http://www.freestonecapital.com
External link for Freestone Capital Management
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Seattle, WA
- Type
- Privately Held
- Founded
- 1999
- Specialties
- Wealth Planning, Asset Management, Alternative Investments, and Investments
Locations
-
Primary
701 Fifth Avenue
74th Floor
Seattle, WA 98104, US
-
205 E Carillo Street
Suite 219
Santa Barbara, CA 93101, US
-
560 Mission Street
Suite 2800
San Francisco, California 94105, US
-
2105 S Bascom Avenue
Suit 215
Campbell, California 95008, US
Employees at Freestone Capital Management
Updates
-
We're excited to announce that Freestone has been ranked 15th on Forbes' 2024 list of Top RIA Firms, out of 250 firms nationwide! We believe this recognition is a testament to our team’s dedication, hard work, and commitment to delivering exceptional service to our clients. Here’s to many more years of continued success! Explore the full list of winners here: https://lnkd.in/gyRbJuW8 #ForbesTopRIAFirms #AwardsAndRecognition #WhatTrulyMatters
-
We’re sharing snapshots from a fun and energizing company retreat, where we connected, collaborated, and got to know each other better. It was a great opportunity to reinforce our teamwork and align on what truly matters to us as a company. We’re excited to bring this renewed energy back to our work and continue achieving great things together! #WhatTrulyMatters
-
As we continue to celebrate our 25th anniversary, we’ve asked our team to reflect on what Freestone means to them. For Jacob Cahn, CPA, it’s all about collaboration and knowing that every contribution makes a difference, while embracing the challenges of complex situations daily. Stay tuned for more insights as we mark this special milestone! #25YearsofFreestone #WhatTrulyMatters
-
We're hiring! Seeking a mid-level attorney with M&A or transactional experience to join our growing Seattle team. At Freestone, you’ll be part of a dynamic, friendly culture with plenty of opportunities for growth and exposure to a broad range of legal work. Apply here: https://lnkd.in/g-zyvYwF
Freestone Capital Management - Director, People | Talent Acquisition | People Leader, Partner & Connector | Career Coach
Freestone Capital Management is looking for a talented Associate Corporate Counsel with transactional law experience in M&A, joint ventures, and investment funds. Great opportunity to partner with our talented General Counsel, Compliance Team, Investment Team, and Advisors. Job info here: https://lnkd.in/d54THrF9 George Chang Jessica Rodriguez Ann Gookin James Hughes
-
Shout out to this group of Freestone volunteers for spending their Friday organizing donations at Hopelink, supporting their mission to promote self-sufficiency for all members of our community! We’re proud to contribute to Hopelink’s cause and look forward to future opportunities to continue helping those around us. #CommunityOutreach #FreestoneDaysofService #WhatTrulyMatters
-
In honor of our 25th anniversary, we published our story in the Puget Sound Business Journal and San Francisco Business Times. Discover how a single idea transformed Freestone Capital Management over the past 25 years. From a small team of visionaries in 1999 to managing nearly $11 billion today, our journey has been defined by resilience, innovation, and putting clients first. Learn how Freestone’s unique approach to wealth management and alternative investments continues to set us apart, and why we're excited for the next 25 years of client success! Read the full story here: https://lnkd.in/g3XcNMkm
25th Anniversary | Freestone Capital
https://www.freestonecapital.com
-
We're celebrating our amazing team members with work anniversaries this September! Your hard work and dedication have made a lasting impact. Thank you Christine Opp, CFA CFP®, Jenna Brazile, CFP®, Amanda Brueggeman, Bruce Edwards, Jessica Rodriguez, and Stephannie Zarate. We’re excited to continue growing together! #EmployeeAnniversaries #WhatTrulyMatters
-
Last week, members of our team stepped away from their desks and into the great outdoors to volunteer with the Washington Trails Association. They spent the day maintaining and improving trails that connect our community to the beauty of the Pacific Northwest. Freestone is proud to support the WTA’s mission and we look forward to more opportunities to give back! #CommunityOutreach #FreestoneDaysofService #WhatTrulyMatters
-
We’re proud to announce that Sean Carr, CFA has been recognized as a finalist for the ThinkAdvisor Luminaries Next-Gen Rising Star Award! We are pleased to celebrate Sean’s talent, dedication, and expertise in portfolio management, as well as his promising future in the industry. Congratulations on this well-deserved recognition! Click here for the full list of 2024 Luminaries Awards finalists: https://lnkd.in/gcZRCnp2 #RisingStar #AwardsAndRecognition #WhatTrulyMatters Disclosures: ThinkAdvisor Luminary awards are awarded annually to individuals and firms in the financial services industry. 2024 awards were determined based on data provided for 2023. Firms and individuals may nominate themselves by completing and submitting an application through an online portal. Senior editors at ThinkAdvisor review all submissions and present a list of finalist nominees to a judging panel. Awards and rankings are based on historical information. Awards are not intended to be representative of any wealth manager’s current or future performance, past performance is not indicative of future results. Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials. Please refer to important disclosures with regards to this award, please visit: https://lnkd.in/gVKGZWD2.