Freestone Capital Management

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
Industry
Financial Services
Employees
127
Founded
1999
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Jonathan Wittlin, Cfp® Client Advisor for High Net Worth Individuals and Families
Email Phone
Stephanie Thayer
Email
Mike Schneider
Email
Bob Mellon, Cpwa® Wealth Advisor to High Net Worth Individuals and Families
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 Email 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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