Managing Director at Freestone Capital Management, a leading independent wealth management firm that serves high-net-worth individuals and families.With over 28 years of experience in the financial services industry, I am a seasoned and trusted advisor who helps clients achieve their financial goals and aspirations. In my role as a client advisor at Freestone Capital, I work with a team of professionals to deliver comprehensive and personalized financial advice and services to a diverse and sophisticated client base. I leverage my extensive knowledge and experience in the financial markets, as well as my strong relationships and communication skills, to understand each client's unique needs, preferences, and risk tolerance, and to provide tailored and objective recommendations that align with their long-term objectives.