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Benjamin S
Series 65
Seattle, WA
Freestone Capital Management, LLC
Benjamin Silber is a financial advisor at Freestone Capital Management, LLC with Series 65 credentials and two years of industry experience. He has held various roles in athletic organizations and private tennis clubs, including positions as an assistant tennis professional and pro shop attendee. Silber is based in Seattle, WA. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.
Edward D
Series 63, Series 65
Seattle, WA
Freestone Capital Management, LLC
Edward Doubleday is a financial advisor at Freestone Capital Management, LLC with 15 years of industry experience. He has held his current position since 2013 and previously worked at Certis Capital Management, Inc. from 2011 to 2014. Doubleday serves on the board of directors for the family-owned InnerAsia Travel Group. Freestone Capital Management, LLC manages approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and wealth management services, utilizing internally managed model portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.
Sean G
Series 65
Seattle, WA
Freestone Capital Management, LLC
Sean Gonzalez is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 designation with five years of industry experience. He has worked at Freestone since 2019 and previously held roles at Aligne Wealth Preservation, Impac Mortgage Corp, and the University of Southern California. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.
Theodore C
CFP®, Series 65
Seattle, WA
Freestone Capital Management, LLC
Theodore Canfield is a CFP® and Series 65 licensed advisor with five years of industry experience. He has worked at Freestone Capital Management, LLC since 2022, following roles at ICONIQ Capital, LLC and Three Bell Capital. Prior to his financial career, he was affiliated with Gonzaga University from 2015 to 2019. Freestone Capital Management, LLC is a wealth management firm managing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing a combination of internally managed portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.
Carolyn B
CFP®, CFA®, Series 66
San Francisco, CA
Freestone Capital Management, LLC
Carolyn Barnette is a CFP® and CFA® with 12 years of industry experience. She currently works at Freestone Capital Management, LLC and previously spent 13 years at BlackRock. Outside of her advisory work, she serves as co-treasurer for the African Library Project and treasurer for the Los Perales PTA, contributing to both nonprofit governance and local school initiatives. Freestone Capital Management is a wealth management firm overseeing approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management alongside financial planning services, employing a blend of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.
Michael R
CFP®, Series 66
Seattle, WA
Freestone Capital Management, LLC
Michael Raine is a CFP® professional at Freestone Capital Management, LLC with eight years of industry experience. He has worked at several firms, including UBS Financial Services, Parcion Private Wealth Management, and Pathstone prior to joining Freestone in 2021. Based in Seattle, WA, Raine holds the Series 66 designation. Freestone Capital Management is a comprehensive wealth management firm managing approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, combining internally managed portfolios, third-party sub-advisers, alternative investments, and an explicit focus on downside risk.
Matthew T
Series 65
Seattle, WA
Freestone Capital Management, LLC
Matthew Tigert is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 credential and with 18 years of industry experience. He has been with Freestone Capital Management since 2015. Freestone Capital Management is a wealth management firm with 42 advisors managing approximately $11.49 billion in regulatory assets for about 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles, employing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.
Jenna B
CFP®, Series 66
Seattle, WA
Freestone Capital Management, LLC
Jenna Brazile is a CFP® and Series 66 licensed advisor with 16 years of industry experience. She has been with Freestone Capital Management, LLC since 2015 and previously worked at UBS Financial Services from 2010 to 2015. Freestone Capital Management, LLC is a comprehensive wealth management firm managing approximately $14.5 billion for about 2,900 clients through a team of around 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors privately offered pooled investment vehicles, utilizing a mix of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.
Jonathan W
CFP®, Series 63, Series 65
Seattle, WA
Freestone Capital Management, LLC
Jonathan Wittlin is a CFP® professional at Freestone Capital Management, LLC with 20 years of industry experience. He has previously worked at Parallel Advisors, LLC, Lenox Wealth Advisors, Lenox Advisors, Inc., MML Investors Services Inc., and MassMutual. Freestone Capital Management, LLC is a wealth management firm serving individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and private pooled investment vehicles. The firm employs a mix of internally managed models, third-party sub-advisers, and alternative investments to create diversified portfolios, with a focus on downside risk and the use of both fundamental and quantitative analysis.
Amy G
Series 63, Series 65
Seattle, WA
Freestone Capital Management, LLC
Amy Graham is a financial advisor at Freestone Capital Management, LLC with five years of industry experience. She previously worked at Tschetter Group, Wells Fargo Advisors, and Kms Financial Services, Inc. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, using a mix of internally managed portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.
Christopher O
Series 63, Series 65
Seattle, WA
Freestone Capital Management, LLC
Christopher Odem is a financial advisor at Freestone Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Freestone since 2015. Outside of his advisory role, he serves as a trustee for the GR Family Trust. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments focused on managing downside risk.
Robyn S
Series 66
Seattle, WA
Freestone Capital Management, LLC
Robyn Sabin is a financial advisor at Freestone Capital Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has been with Freestone since 2015. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles using a diversified approach that includes model portfolios, third-party sub-advisers, and alternative investments.
James H
Series 63, Series 65
Seattle, WA
Freestone Capital Management, LLC
James Hughes is a financial advisor at Freestone Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Transcend Wealth Collective, Purshe Kaplan Sterling Investments, and as a consultant. Outside of his advisory role, he serves as trustee for an irrevocable family trust established by his mother. Freestone Capital Management, LLC is a wealth management firm overseeing approximately $11.49 billion in assets for nearly 2,800 clients. The firm offers discretionary and non-discretionary investment advisory services and employs a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.
Mari N
Series 65
Seattle, WA
Freestone Capital Management, LLC
Mari Nordstrom is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 credential with two years of industry experience. Prior to her current role, she worked at Willmott's Ghost and Great State Burger and has experience outside the financial sector. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management. The firm employs a diversified investment approach combining internally managed model portfolios, third-party sub-advisers, and alternative investments, with a focus on downside risk.
Jordan P
CFA®
St. Louis Park, MN
Freestone Capital Management, LLC
Jordan Paine is a CFA® charterholder and financial advisor at Freestone Capital Management, LLC with four years of industry experience. Prior to joining Freestone in 2026, he worked at Tiedemann Advisors, LLC and Envoi, LLC. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund offerings. The firm utilizes a combination of internally managed models, third-party sub-advisers, and alternative investments, focusing on downside risk and diversified portfolio construction.
Mellany L
CFP®, Series 65
Seattle, WA
Freestone Capital Management, LLC
Mellany Lengeling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC since 2018. Prior to joining Freestone, she worked at The Lyman Group and Pitchbook Data. She volunteers as NexGen Chair for the Financial Planning Association of Puget Sound, assisting with event planning and outreach. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for around 2,900 clients with a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, combining internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.
Halle S
Series 65
Seattle, WA
Freestone Capital Management, LLC
Halle Shaeffer is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Johnson Investment Counsel and the University of Cincinnati, among other roles. Freestone Capital Management is a comprehensive wealth management firm serving individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and privately offered investment vehicles. The firm uses a combination of internally managed models, third-party sub-advisers, and alternative investments, with a focus on downside risk and diversified portfolio construction.
Matthew A
CFP®, Series 66
Seattle, WA
Freestone Capital Management, LLC
Matthew Abrams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC since 2016. Prior to joining Freestone, he worked at Wells Fargo Bank NA and Wells Fargo Advisors LLC. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages a family of private pooled investment vehicles with an investment approach focused on diversification and downside risk management across multiple asset classes.
Beau B
Series 65
Seattle, WA
Freestone Capital Management, LLC
Beau Bowman is a financial advisor at Freestone Capital Management, LLC with six years of industry experience. He has worked at Freestone since 2018 and previously spent three years at Parametric Portfolio Associates. Bowman holds a Series 65 credential and is based in Seattle, WA. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm’s investment approach integrates internally managed model portfolios, third-party sub-advisers, and alternative investments, emphasizing diversification and downside risk management across multiple asset classes.
Seton M
CFP®, Series 66
San Francisco, CA
Freestone Capital Management, LLC
Seton Mcandrews is a CFP® and Series 66-registered advisor with 20 years of industry experience. He joined Freestone Capital Management, LLC in 2025 after 15 years with WrapManager, Inc. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing diversified portfolios constructed using fundamental and quantitative analysis with an explicit focus on downside risk.
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