Larry’s passion is helping people. As our President and Chief Executive Officer, he is committed to making certain our clients and teammates have everything they need to focus on what truly matters. Larry’s career in financial services spans over 20 years with experience in all facets of the business.
Prior to joining Freestone, Larry was a Principal at national, multi-billion-dollar firm AdvicePeriod and before that, Regional President for BNY Mellon Wealth Management. His teams have consistently been recognized for their outstanding achievements including Inc. Magazine’s Best Workplaces1, Entrepreneur’s Top Company Culture, two #1 Best Place to Work in Los Angeles awards, and Wealth Management’s Best Family Office. Larry was named Innovator of the Year by Wealthmanagement.com in 2018 and was included in InvestmentNews’ 40 Under 40 list in 2017.
1Inc Magazine requires a $225 application fee to be considered for their “Best Workplaces” award.
Larry earned an MSc from the London School of Economics and a BA from Amherst College
Larry enjoys exploring all things Park City has to offer with his wife, daughter and two dogs.
Larry is a member of the Young Presidents Organization (YPO) and has taught leadership courses at the Massachusetts Institute of Technology (MIT). He is the author of It’s That Simple: How to Build the Professional Service Firm of the Future.
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