News & Announcements
May 2011 Freestone Capital Management Charitable Foundation is recognized by the Puget Sound Business Journal as one of 75 “Top Corporate Philanthropists” from the state of Washington and the 13th largest philanthropic donor in the small company category (based on total 2010 charitable donations).
May 2011 Pete Forras joins Freestone’s Client Advisor team as Director – Wealth Management, bringing over 20 years of industry experience to the firm.
April 2011 Freestone Client Advisors Andrew Erisman, Kim Hansen, Bob Mellon, Erik Morgan, Kevin Patrick, and Peter Wicklund are recognized in Seattle Magazine as ©Five Star “Best in Client Satisfaction Wealth Managers” for 2011.
January 2011 Freestone Client Advisor Erik Morgan is recognized as one of the “Top 100 Financial Advisors” in the country for 2011 by Barron’s Magazine. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firm, and the quality of the advisors' practices.
September 2010 Freestone is recognized as one of the Top Washington State Money Managers for 2010 by Seattle Business Magazine, based on total assets under management.
August 2010 Freestone Client Advisors Erik Morgan and Bob Mellon are recognized on Barron’s 2010 list of the “Top 100 Independent Financial Advisors” in the country. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firm, and the quality of the advisors' practices.
July 2010 Freestone is named one of America’s Top 100 Financial Planner RIAs by Registered Rep. based on total assets under management as of June 1, 2010. This is the fourth year Freestone has been named to the Top 100 list.
January 2010 Freestone is added to the Fidelity Investments Wealth Advisory Services (WAS) referral partner list, making Freestone one of the firms Fidelity advisors can introduce to their clients with investable assets in excess of $1 million.
September 2009 Freestone Client Advisor Andrew Erisman, CIMA, is voted “Best Financial Advisor” by the readers of 425 Magazine.
July 2009 Freestone Capital Management is named one of the Top Wealth Managers in the nation for 2009 by Wealth Manager magazine (fka Bloomberg Wealth Manager), as measured by average assets under management per client. The 2009 recognition marks the eighth year in a row that the firm has been named to the annual list.
May 2009 Freestone expands the firm’s Client Advisor team and total assets under management with the addition of the Carter Erisman Group. Robert P. Carter, CFA, and Andrew W. Erisman, CIMA, both have advanced industry credential and bring a combined 30+ years of client advisory experience to the firm.
February 2009 Freestone Capital Management is named one of Washington’s 100 “Best Companies to Work For” for 2009 by Washington CEO Magazine.
December 2008 Freestone is recognized by Washington CEO Magazine as the third largest Wealth Management Firm in Washington, ranked by total assets under management.
March 2008 The Sienna Group invests $40 million to become a major shareholder of Freestone Capital Management. Sienna Group Managing Partner Scott Svenson and his team bring a wide range of corporate expertise (Apax Partners & Co., CrestaCare plc, Seattle Coffee Company, Starbucks) to the management of Freestone’s business.
January 2006 Freestone is named one of “Schwab’s Best-Managed Firms” for 2006 based on a study conducted by Moss Adams to select the top 15% of Registered Investment Advisory Firms Nationwide.
January 2004 Freestone Capital Management is recognized as one of the 100 Fastest-Growing Private Companies for 2004 by the Puget Sound Business Journal. This is the fourth year that Freestone has been named to the list.
Information on this page regarding awards or rankings has been obtained from third parties. It should not be construed as a testimonial of any kind or indicative of any clients’ past or future investment experience with Freestone. No fees were paid to these third parties for participation in the above awards or rankings. For specific details on how the results were derived, please click here: DISCLOSURES