John joined Freestone Capital Management as a Client Advisor in 2018. Prior to Freestone, John was a Director at Polaris Greystone Financial Group. He began his career in 2006 at Merrill Lynch and worked as an Investment Consultant at TD Ameritrade.
John earned a BS in Psychology from the University of Iowa and holds the Certified Financial Planner (CFP®) designation.
In his spare time, John enjoys spending time with his wife and three children. He is an avid reader and enjoys watching news programs and documentaries, as well as taking a very active role in his school community.
101 California Street
San Francisco, California 94111
Subscribe to our newsletter.
Sign up to receive our latest news sent to your inbox.