Freestone Capital Management
Financial Services
701 Fifth Avenue
127 employees
- Employees
- 127
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Freestone Capital Management Overview
- Headquarters
- 701 Fifth Avenue
- Website
- freestonecapital.com
- Industry
- Financial Services
- Employees
- 127
- Founded
- 1999
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 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.
Freestone Capital Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Freestone Capital Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jonathan Wittlin, Cfp® | Client Advisor for High Net Worth Individuals and Families | San Francisco, California, United States |
Email
Phone
|
| Stephanie Thayer | San Francisco Bay Area, United States |
Email
|
|
| Mike Schneider | Greater Seattle Area, United States |
Email
|
|
| Bob Mellon, Cpwa® | Wealth Advisor to High Net Worth Individuals and Families | Greater Seattle Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
16 profiles
Director
6 profiles
Associate / junior
3 profiles
Executive
2 profiles
Senior / Lead
2 profiles
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 6 | 6 | 4 |
| General | 5 | 5 | 2 |
| Sales | 3 | 3 | 1 |
| Marketing | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
| IT | 1 | 1 | 0 |
Freestone Capital Management Tech Stack
Data / AI
1 profile
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