John joined Freestone Capital Management as a Client Advisor in 2018. Prior to Freestone, John was a Director at Polaris Greystone Financial Group, a Regional RIA in the bay area. He began his career in 2006 at Merrill Lynch in San Francisco and worked as an Investment Consultant at TD Ameritrade.
John earned a BS in Psychology from the University of Iowa with minors in Philosophy & French and holds the Certified Financial Planner (CFP®) designation.
John enjoys spending time with his wife and three children. He is an avid reader, travels Europe extensively and speaks multiple languages. He is an active member of the San Francisco Chamber of Commerce and a lover of good food and great company.
101 California Street
San Francisco, California 94111
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