Freestone Capital Management, LLC

Alyssa Morris is a financial advisor at Freestone Capital Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Parallel Advisors, LLC for seven years before joining Freestone in 2022. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory 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 serves as investment manager to a family of private pooled investment vehicles, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Gary Furukawa is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Freestone Capital Management since 2008. Outside of his advisory role, Furukawa serves as managing member of several family investment companies and is a board member of a portfolio company affiliated with Freestone Advantage Partners. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary advisory services, combining internally managed models, third-party sub-advisers, and alternative investments with a focus on diversification and downside risk management across multiple asset classes.

Riley Barr is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. He has worked at Freestone Capital Management, LLC since 2019 and previously at Scharf Investments, LLC from 2015 to 2019. Freestone Capital Management, LLC is a wealth management firm with 42 advisors managing approximately $11.49 billion in assets for about 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Bruce Edwards is a financial advisor at Freestone Capital Management, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Freestone Capital Management since 2020 and previously spent seven years at Parallel Advisors, LLC. Freestone Capital Management is a wealth management firm that oversees approximately $11.49 billion in regulatory assets for about 2,783 clients through 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 model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Emily Kopp is a financial advisor at Freestone Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at several firms, including Badgley Phelps Wealth Managers and Coldstream Wealth Management. Freestone Capital Management is a wealth management firm managing approximately $11.49 billion in regulatory assets for around 2,783 clients through 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.

Erik Morgan is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been with Freestone Capital Management since 2008. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm employs a diversified investment approach combining internally managed models, third-party sub-advisers, and alternative investments, with an emphasis on managing downside risk across multiple asset classes.

Trevor Sharp is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Freestone since 2015. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for about 2,783 clients through 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 model portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk management.

Galen Camp is a CFP® and Series 66 licensed advisor at Freestone Capital Management, LLC with seven years of industry experience. He has worked at several firms, including Parcion Private Wealth Management, UBS Financial Services, and Merrill. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with discretionary and non-discretionary investment advisory services. The firm employs a multi-manager investment approach combining internally managed model portfolios, third-party sub-advisers, and alternative investments, emphasizing diversification and downside risk management.

Christopher Somers is a financial advisor at Freestone Capital Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at ICONIQ Capital, Bank of America, Merrill, and Lincoln Financial Advisors. Somers has also held academic roles at Graziadio Business School, Pepperdine University, and Saint Mary's College of California. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for around 2,783 clients through 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 model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Joseph Riley is a Series 65-licensed advisor with Freestone Capital Management, LLC in Seattle, WA, where he has worked since 2022. He has one year of industry experience and previously held roles at Rudolph Fitness Center, Coastal Community Bank, Wonderbowl, Gonzaga University, and Bishop Blanchet High School. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a multi-manager approach that emphasizes diversification and downside risk management across various asset classes.

Bryce Leone is a financial advisor at Freestone Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Parametric Portfolio Associates. Outside of finance, he owns a small business that designs, sells, and ships bumper stickers. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 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 an emphasis on managing downside risk.

Andrew Erisman is a financial advisor with Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Freestone Capital Management since 2009. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, utilizing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Alexa Steffens is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 66 credential with two years of industry experience. She previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of her advisory role, Steffens is involved as a lacrosse coach at Eastside Catholic Middle School. Freestone Capital Management, LLC manages 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, and financial planning, utilizing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Eric Fridstein is a CFP® with eight years of industry experience and is currently an advisor at Freestone Capital Management, LLC. Prior to joining Freestone in 2020, he worked at D.A. Davidson & Co. and Bank of the Cascades. He also spent four years in full-time education between 2013 and 2017. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary investment advisory services, combining internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

Robert Mellon is a financial advisor at Freestone Capital Management, LLC with 26 years of industry experience. He has been with Freestone Capital Management since 2008. Robert holds the Series 63 designation and is based in Seattle, WA. 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, and financial planning, with an investment approach emphasizing diversification and downside risk management across equities, fixed income, and private strategies.