Operations & Administration
KELLY ALLISON
Chief Financial Officer
Kelly Allison has overseen the financial affairs of investment advisors and real estate businesses for over 10 years. Immediately before joining Freestone in 2009, she spent four years as a Vice President and Portfolio Controller with a large institutional real estate investment advisor in Seattle. For the previous seven years, Kelly was the Chief Financial Officer for a high net worth family - managing all financial aspects of the family’s real estate portfolio, including acquisition, development, financing, property management, and dispositions - after working four years as the CFO and Controller for a $350 million (assets) privately-owned real estate company. Ms. Allison received a BA, cum laude, in accounting from the University of Puget Sound in 1991, and an MS degree in Taxation from Golden Gate University in 1995. Ms. Allison is a licensed CPA in the State of Washington.
JENNIFER MORELAND
Director - Tax & Accounting
Jennifer joined Freestone in 2001 after spending three years at Arthur Andersen in their tax department. Jennifer has undergraduate degrees from the University of Washington in Psychology and Business Administration, and obtained a Masters in Professional Accounting and Taxation. Her volunteer activities include Invest in Youth tutoring and Big Brothers Big Sisters, and in her spare time she enjoys golf, snowboarding and tennis.
KENNETH AITKEN
Director - Information Technology
Ken Aitken brings over 20 years of managing information systems to Freestone Capital Management. Prior to joining Freestone, Ken was a Senior Vice President and Managing Director of IT for Laird Norton Financial Group. Along with being on the Audit committee, Ken was responsible for strategic planning and IT compliance across three companies operating in five locations. Ken is a graduate of the University of Washington with a BA in Business Administration with dual concentrations in finance and information systems. Ken has a post graduate certification from the University of Washington in Management of Information Systems and completed post graduate training in Network Security. Ken enjoys volleyball, tennis, stand-up paddleboarding, and fly-fishing in his spare time.