Throughout our 20 plus year history, Freestone has been committed to building our vision of what a wealth and asset management firm should be with an unwavering focus on the success of our clients. We are as committed to that mission today as we were in 1999. We must also have a visionary leader to help us prepare for, and drive toward, the future. After conducting a national search, we are excited to announce the selection of Larry Miles as our President and CEO.
Larry was introduced and endorsed by one of our colleagues who worked with him at a previous firm. After spending time with Larry, it became clear that he was the type of leader for which we were looking – humble, smart, entrepreneurial, ambitious, experienced and well known in our industry.
Larry has successfully built competitive companies that combine a focus on clients, teammate empowerment and digitally integrated services. He was most recently a principal of a multi-billion-dollar national Registered Investment Advisor, AdvicePeriod. Previously, he served as the Regional President of BNY Mellon Wealth Management’s largest western region. His teams have consistently been recognized for their notable achievements including Inc. Magazine’s Best Workplaces and Entrepreneur’s Top Company Culture. Larry was named Innovator of the Year by Wealthmanagement.com in 2018 and was included in InvestmentNews’ 40 under 40 list in 2017.
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 Inc Magazine requires a $225 application fee to be considered for their “Best Workplaces” award.