Bob Mellon, Cpwa® Email and Phone Number
Bob Mellon, Cpwa® work email
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Bob Mellon, Cpwa® personal email
Bob Mellon, Cpwa® phone numbers
Bob joined Freestone in 1999 as one of its five founding members. Advisor to some of Freestone's largest relationships, Bob provides comprehensive wealth management advice to high net worth individuals, families, and private foundations.Prior to joining Freestone, Bob was a member of a team within Morgan Stanley's (formerly Smith Barney) Consulting Group that provided investment management consulting services to primarily institutional clients with assets totaling approximately $1 billion. He began his financial services career with U.S. Bank in Oregon.
Freestone Capital Management
View- Website:
- freestonecapital.com
- Employees:
- 127
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Partner And Client AdvisorFreestone Capital ManagementKirkland, Wa, Us
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Partner / Client AdvisorFreestone Capital Management Mar 1999 - PresentGreater Seattle AreaAs a client advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.
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Board Of DirectorsFortune Bank Oct 2005 - Dec 2013 -
Board Of DirectorsNew Futures Aug 2006 - Oct 2013Greater Seattle Area
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Board Of DirectorsInvest In Youth 1999 - 2011Greater Seattle Area
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Consulting GroupSmith Barney Oct 1994 - Mar 1999
Bob Mellon, Cpwa® Skills
Bob Mellon, Cpwa® Education Details
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Financial Planning And Services -
Finance & Law
Frequently Asked Questions about Bob Mellon, Cpwa®
What company does Bob Mellon, Cpwa® work for?
Bob Mellon, Cpwa® works for Freestone Capital Management
What is Bob Mellon, Cpwa®'s role at the current company?
Bob Mellon, Cpwa®'s current role is Partner and Client Advisor.
What is Bob Mellon, Cpwa®'s email address?
Bob Mellon, Cpwa®'s email address is bo****@****tal.com
What is Bob Mellon, Cpwa®'s direct phone number?
Bob Mellon, Cpwa®'s direct phone number is +120670*****
What schools did Bob Mellon, Cpwa® attend?
Bob Mellon, Cpwa® attended University Of Pennsylvania - The Wharton School, Portland State University - School Of Business.
What skills is Bob Mellon, Cpwa® known for?
Bob Mellon, Cpwa® has skills like Wealth Management, Strategic Financial Planning, Asset Management, Alternative Investments, Private Equity, Investment Management, Investment Advisory, Investments, Hedge Funds, Asset Managment, Asset Allocation, Wealth Management Services.
Who are Bob Mellon, Cpwa®'s colleagues?
Bob Mellon, Cpwa®'s colleagues are Michael Postetter, Cfa, Max Canfield, Cfp®, Jacob Hogger, Aaron Sellsted, Zach Bach (He/him), Tricia Baca, J P.
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