Teams at Freestone Capital Management

Oversee equity and fixed income portfolio construction, performance, and research; recommend strategy changes to the Investment Committee; mentor junior team members; conduct manager due diligence and research; liaise with trading, client advisory, operations, compliance, and marketing; support sales and client communications; manage third-party SMA relationships.

Develop and maintain client relationships, provide holistic investment planning, collaborate with other advisors, and mentor junior associates while achieving growth in a supportive environment.

The Client Advisor role involves developing client relationships, providing financial planning, collaborating with partners, and mentoring junior staff.