Michael Allard
Managing Director San Francisco, CAIt is better to fail in originality than to succeed in imitation
Herman Melville
Michael joins Freestone with over 20 years of experience in the wealth management industry. His career began at Charles Schwab, holding various positions over ten years. Most of his career has centered around developing and implementing investment plans for high net worth individuals, families and non-profit organizations.
Prior to joining Freestone, Michael spent over 13 years at Scharf Investments as a Senior Vice President of Client Relations.
Education
Michael earned a BS in Business Administration from California State University, Chico.
Outside Freestone
Michael enjoys outdoor activities and athletics. He volunteers his time with the Rotary Club of Santa Cruz. He and his wife, Kalena, recently became empty nesters with two boys in college.
Location
101 California Street
Suite 1825
San Francisco, CA 94111
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