Robb Carter, CFA
Partner | Client Advisor | Seattle, WA
robb@freestonecapital.com
Phone
206.707.7325
206.707.7300
Fax
206.707.7399
Robb entered the wealth management industry over 25 years ago and has focused his practice on guiding business owners and public company senior management through the complexities of their success – concentrated stock positions, executive compensation, and overall wealth management strategies ranging from estate planning, generational wealth transfer, and family education. Through helping clients evaluate and understand their options, they can make informed decisions about their futures, leaving them with the freedom to focus on what truly matters. Robb began his career at Oppenheimer & Co. Inc. in 1994 and joined Freestone in 2009 to combine expertise in wealth management with an independent investment platform that provided broad diversification across both public- and private-market investments.
Education
Robb earned a BA in Finance from Pacific Lutheran University and holds the Chartered Financial Analyst (CFA®) designation.
Outside Freestone
Robb enjoys spending time outdoors. His favorite activities include skiing, mountain biking, and wake surfing.
Recognition
Robb has been recognized by Five Star Professional as a Five Star Wealth Manager from 2012 to 2025.
CFA Institute is the owner of the certification marks “CFA®”. Use signifies that the user has successfully completed the initial and ongoing credentialing requirements for certification. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures. The Five Star Wealth Manager award is administered by Five Star Professional (FSP) and was issued on 2/1/2025 for the time period covering 5/15/2024 through 11/29/2024 (for methodology, click https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials.