Amanda is a Client Manager on the Erisman team and is responsible for overseeing and implementing each client's investment strategy, integrating with CPAs on tax matters, and assuring all wealth management solutions are addressed. Prior to joining Freestone, Amanda spent five years working for a boutique investment firm in Seattle, as a Client Manager for high-net worth individuals and institutional clients. Amanda previously worked in New York in client service for high-net worth individuals and families at Merrill Lynch and for institutional pension plans with Alliance Bernstein.
Amanda earned a BA in Anthropology from the University of California Los Angeles.
Outside of work, Amanda enjoys spending time with her young son and daughter and exploring the outdoors with her family.
701 Fifth Avenue, 74th Floor
Seattle, Washington 98104
Subscribe to our blog.
Sign up to receive our latest news sent to your inbox.