Jeffrey Salyer, CFA
Director Client Advisor San Francisco
San Francisco, CA 94105
Fax
206.707.7399Jeffrey is a Director and Client Advisor at Freestone, advising families and individuals as they navigate the complexities of their financial lives. He provides guidance across investment strategy and asset allocation, as well as equity compensation, cash flow analysis, and financial planning. He focuses on building strong relationships and shaping thoughtful, long-term wealth strategies aligned with client goals.
Before joining Freestone, Jeffrey was a Vice President and shareholder at Callan, an investment consulting firm, where he spent nearly a decade advising institutional clients on portfolio construction, manager selection, and strategic investment decisions. In addition to his client work, he served on the firm’s Client Policy Review Committee and contributed to several firmwide initiatives, including leading the firm’s Student Engagement team.
Education
Jeffrey earned a B.S. in Business Administration with a concentration in Finance, graduating with honors from Saint Mary’s College of California. He holds the Chartered Financial Analyst (CFA) designation.
Outside Freestone
Born and raised in San Francisco, Jeffrey enjoys exploring the city with his wife and making the most of its food, culture, and outdoor spaces. He loves traveling, golfing, spending time outdoors, and cooking with his family. Jeffrey has a soft spot for animals of all kinds and gives back to his community by volunteering with programs that promote financial literacy for students and young adults.
CFA Institute is the owner of the certification marks “CFA®” and Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S. Use signifies that the user has successfully completed the initial and ongoing credentialing requirements for certification. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures
San Francisco, CA 94105