Michael Allard
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Michael Allard Email & Phone Number

Managing Director @ Freestone Capital Management | Client Advisory, Wealth Management at Freestone Capital Management
Location: Aptos, California, United States 5 work roles 2 schools
1 work email found @freestonecapital.com 2 phones found area 831 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email m****@freestonecapital.com
Direct phone (831) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Managing Director @ Freestone Capital Management | Client Advisory, Wealth Management
Location
Aptos, California, United States
Company size

Who is Michael Allard? Overview

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Quick answer

Michael Allard is listed as Managing Director @ Freestone Capital Management | Client Advisory, Wealth Management at Freestone Capital Management, a with 78 employees, based in Aptos, California, United States. AeroLeads shows a work email signal at freestonecapital.com, phone signal with area code 831, and a matched LinkedIn profile for Michael Allard.

Michael Allard previously worked as Managing Director at Freestone Capital Management and Senior Vice President at Scharf Investments, Llc. Michael Allard holds Bs, Finance from California State University-Chico.

Company email context

Email format at Freestone Capital Management

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{first_initial}{last}@freestonecapital.com
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AeroLeads found 1 current-domain work email signal for Michael Allard. Compare company email patterns before reaching out.

Profile bio

About Michael Allard

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.

Current workplace

Michael Allard's current company

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Freestone Capital Management
Freestone Capital Management
Managing Director @ Freestone Capital Management | Client Advisory, Wealth Management
seattle, washington, united states
Employees
78
AeroLeads page
5 roles · 34 years

Michael Allard work experience

A career timeline built from the work history available for this profile.

Managing Director

Current

San Francisco Bay Area

As 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.

May 2019 - Present

Senior Vice President

Scharf Investments, Llc

Scotts Valley, Ca

(note: Per SEC regulations, 'recommendations' and 'endorsements' are not permitted on public forums. Although I appreciate those I have received, I am not able to post them)

Jun 2016 - May 2019

Vice President Of Client Relations

Scharf Investments, Llc

Scotts Valley, California

(note: Per SEC regulations, 'recommendations' and 'endorsements' are not permitted on public forums. Although I appreciate those I have received, I am not able to post them)

Jan 2006 - May 2019
Team & coworkers

Colleagues at Freestone Capital Management

Other employees you can reach at freestonecapital.com. View company contacts for 78 employees →

2 education records

Michael Allard education

Education record

Carmel High
FAQ

Frequently asked questions about Michael Allard

Quick answers generated from the profile data available on this page.

What company does Michael Allard work for?

Michael Allard works for Freestone Capital Management.

What is Michael Allard's role at Freestone Capital Management?

Michael Allard is listed as Managing Director @ Freestone Capital Management | Client Advisory, Wealth Management at Freestone Capital Management.

What is Michael Allard's email address?

AeroLeads has found 1 work email signal at @freestonecapital.com for Michael Allard at Freestone Capital Management.

What is Michael Allard's phone number?

AeroLeads has found 2 phone signal(s) with area code 831 for Michael Allard at Freestone Capital Management.

Where is Michael Allard based?

Michael Allard is based in Aptos, California, United States while working with Freestone Capital Management.

What companies has Michael Allard worked for?

Michael Allard has worked for Freestone Capital Management, Scharf Investments, Llc, Wells Fargo, and Charles Schwab.

Who are Michael Allard's colleagues at Freestone Capital Management?

Michael Allard's colleagues at Freestone Capital Management include Jason Mann, Gary Furukawa, Beth Zackheim, Elizabeth Andrew, and Nick Bucklin, Cfa.

How can I contact Michael Allard?

You can use AeroLeads to view verified contact signals for Michael Allard at Freestone Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Michael Allard attend?

Michael Allard holds Bs, Finance from California State University-Chico.

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