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Andrew W. Erisman, Cima®, Partner Email & Phone Number
Trust and Investment Committee (Volunteer)
at
Bellevue Christian School
1 work email found
@bellevuechristian.org
7 phones found area 206, 425, and 509
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Trust and Investment Committee (Volunteer)
Location
Bellevue, Washington, United States
Who is Andrew W. Erisman, Cima®, Partner? Overview
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Quick answer
Andrew W. Erisman, Cima®, Partner is listed as Trust and Investment Committee (Volunteer) at Bellevue Christian School, based in Bellevue, Washington, United States. AeroLeads shows a work email signal at bellevuechristian.org, phone signal with area code 206, 425, 509, and a matched LinkedIn profile for Andrew W. Erisman, Cima®, Partner.
Andrew W. Erisman, Cima®, Partner previously worked as Fund Investor | Flywheel Conference (Fund 2022 - Fund 2023 - Fund 2024) at Ncw Tech Alliance and Partner - Client Advisor at Freestone Capital Management. Andrew W. Erisman, Cima®, Partner holds Certified Investment Management Analyst® / Cima®, Executive Education / Certification Program from Wharton School, University Of Pennsylvania.
Company email context
Email format at Bellevue Christian School
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*@bellevuechristian.org
68% confidence
AeroLeads found 1 current-domain work email signal for Andrew W. Erisman, Cima®, Partner. Compare company email patterns before reaching out.
Profile bio
About Andrew W. Erisman, Cima®, Partner
Andrew joined Freestone’s Client Advisor team in May of 2009 and works directly with the firm’s individual and small institutional clients. Prior to Freestone, he spent 18 years providing comprehensive wealth management solutions to high net worth families and endowments at Oppenheimer & Co. Inc., where he began his investment career in 1991. Andrew enjoys guiding clients through complex wealth management issues that come with large estate or legal settlements, endowment and fiduciary trust accounts, and executive benefits such as stock options, restricted stock and deferred compensation plans.
Listed skills include Investments, Wealth Management, Asset Management, Alternative Investments, and 6 others.
Current workplace
Andrew W. Erisman, Cima®, Partner's current company
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9 roles · 15 years
Andrew W. Erisman, Cima®, Partner work experience
A career timeline built from the work history available for this profile.
Fund Investor | Flywheel Conference (Fund 2022 - Fund 2023 - Fund 2024)
CurrentFUND INVESTOR in the Flywheel Conference Fund. The Fund provides over $250,000 of investment in early stage companies each year. Visit https://www.flywheelconference.com for information on applying for next years conference and the potential to earn an award.
Jan 2022 - Present
Partner - Client Advisor
CurrentMy primary focus is to simplify the complexities created by wealth. As a fee-only Registered Investment Advisor (RIA), we operate as a fiduciary on behalf of our clients. Guided by the personal and financial goals of the client, we develop a customized wealth plan incorporating aspects such as estate and trust planning, tax planning, business succession planning and philanthropic planning. Once the plan is constructed, we design a tailored investment portfolio. Depending on the needs of the client, we select from a variety of internally and externally managed strategies spanning both traditional and alternative asset classes, some of which are only available at Freestone.
May 2009 - Present
Trust & Investment Committee (Volunteer)
CurrentThe Trust & Investment Committee advises the Bellevue Christian School Board on all aspects related to the management and review of the various investments held by the school. This includes periodic review and suggested changes to the Investment Policy Statement, as well as review and suggested changes to the schools Endowment and other financial assets.
Sep 2013 - Present
Board Of Directors / Treasurer (Volunteer)
Member of the Board of Directors (Volunteer) for the Bellevue Boys Lacrosse Club
Jan 2017 - Nov 2018
Non-Resident Advisory Board (Volunteer)
Member of the non-resident advisory board. Provides feedback and insight to the Board of Directors from the perspective of the non-resident population.
2012 - Apr 2017
Head Coach Bellevue Youth Soccer Club (Volunteer)
Bellevue Youth Soccer Club
Head Coach for Bellevue Youth Soccer Club team (Volunteer)
Sep 2007 - 2012
Executive Director - Wealth Management
Oct 1991 - May 2009
Board Member (Volunteer)
Icicle Creek Center For The Arts (Formerly Icicle Creek Music Center)
Member of the Board of Directors 2004 and 2005, Board President in 2006
Jan 2004 - Dec 2006
2 education records
Andrew W. Erisman, Cima®, Partner education
Certified Investment Management Analyst® / Cima®, Executive Education / Certification Program
Ba, Political Science
FAQ
Frequently asked questions about Andrew W. Erisman, Cima®, Partner
Quick answers generated from the profile data available on this page.
What company does Andrew W. Erisman, Cima®, Partner work for?
Andrew W. Erisman, Cima®, Partner works for Bellevue Christian School.
What is Andrew W. Erisman, Cima®, Partner's role at Bellevue Christian School?
Andrew W. Erisman, Cima®, Partner is listed as Trust and Investment Committee (Volunteer) at Bellevue Christian School.
What is Andrew W. Erisman, Cima®, Partner's email address?
AeroLeads has found 1 work email signal at @bellevuechristian.org for Andrew W. Erisman, Cima®, Partner at Bellevue Christian School.
What is Andrew W. Erisman, Cima®, Partner's phone number?
AeroLeads has found 7 phone signal(s) with area code 206, 425, 509 for Andrew W. Erisman, Cima®, Partner at Bellevue Christian School.
Where is Andrew W. Erisman, Cima®, Partner based?
Andrew W. Erisman, Cima®, Partner is based in Bellevue, Washington, United States while working with Bellevue Christian School.
What companies has Andrew W. Erisman, Cima®, Partner worked for?
Andrew W. Erisman, Cima®, Partner has worked for Bellevue Christian School, Ncw Tech Alliance, Freestone Capital Management, Bellevue Boys Lacrosse Club, and Cascade Medical Center.
How can I contact Andrew W. Erisman, Cima®, Partner?
You can use AeroLeads to view verified contact signals for Andrew W. Erisman, Cima®, Partner at Bellevue Christian School, including work email, phone, and LinkedIn data when available.
What schools did Andrew W. Erisman, Cima®, Partner attend?
Andrew W. Erisman, Cima®, Partner holds Certified Investment Management Analyst® / Cima®, Executive Education / Certification Program from Wharton School, University Of Pennsylvania.
What skills is Andrew W. Erisman, Cima®, Partner known for?
Andrew W. Erisman, Cima®, Partner is listed with skills including Investments, Wealth Management, Asset Management, Alternative Investments, Restricted Stock, Deferred Compensation, Certified Investment Management Analyst, and High Net Worth Individuals.
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