Picture of Michael Allard

Michael Allard

Managing Director San Francisco, CA

It 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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