Connor Hardy, CSRIC®
Director | Business Development | Seattle, WA
chardy@freestonecapital.com
Phone
206.707.7324
206.707.7300
Fax
206.707.7399
Connor joined Freestone in 2021 as a Client Service Associate working on a team with a Partner level advisor to help facilitate account reviews, provide detailed reporting, and coordinate day-to-day operations. Since 2023, he has been managing the relationship between Freestone and Charles Schwab for their Washington, Oregon, and Idaho branches. He provides their financial consultants with market and Freestone specific updates and information, hosts client events, and helps to run introductory meetings between Freestone and prospective clients. Prior to working at Freestone, Connor worked at DA Davidson in their Financial Advisor Apprentice Program, helping internally to generate comprehensive financial plans, and externally to help clients navigate estate and investment decisions.
Education
Connor attended Marist College, where he earned his Bachelor of Arts degree in Business Administration and Bachelor of Science degree in Economics, minoring in mathematics. He holds the Chartered Socially Responsible Investment Counselor (CSRIC) certification.
Outside Freestone
In his free time, Connor enjoys playing golf, snowboarding, hiking, and supporting THE New York Yankees in any way he can. As a member of the Seattle Yacht Club, he races sailboats competitively, currently racing on a TP52 named Glory. It has been over 5 years now, but as a transplant from the east coast, he is still getting to know all that the PNW has to offer!
College for Financial Planning (a Kaplan Company) owns the certification marks CSRIC®, Chartered SRI CounselorSM. Use signifies that the user has successfully completed the CSRIC exam and ongoing credentialing requirements for certification. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.