Riley joined Freestone in 2019 and is currently a member of our Client Advisor Team. Riley’s career began over 9 years ago at Merrill Lynch, helping private wealth clients manage their investment portfolios with trading, distribution and custody services. Prior to joining Freestone, Riley was Vice President, Investment Advisor at Scharf Investments serving high net worth individuals and families with investment management and financial planning services.
Riley earned a BS in Economics with a minor in Business Administration and concentration in Finance from the University of Oregon. He holds the Certified Financial Planner (CFP®) designation.
Riley is a member of the Rotary Club of Los Gatos where he volunteers his time in the community. When Riley finds time for himself, he enjoys playing golf and traveling to visit those he cares for – friends and family who reside across state lines and country borders. Prior to living in the United States, Riley resided in Australia and Canada.
101 California Street
San Francisco, CA 94111
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