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Robb Carter CFA®

Partner Seattle, WA

Make it happen.
Phil Carter

Robb has served as a Client Advisor at Freestone since 2009. Prior to joining the firm, he served as Executive Director with Oppenheimer & Co. Inc. where his team directly managed over $300 million in client assets and served as head of the Corporate Executive Services group for the Northwest. Robb began his investment career in 1991 at the Frank Russell Company where he served as an auditor of institutional investment portfolios until joining Oppenheimer in 1994.

Education

Robb earned a BA in Finance from Pacific Lutheran University and holds the Chartered Financial Analyst (CFA®) designation.

Outside Freestone

Robb enjoys spending time outdoors. His favorite activities include skiing, mountain biking, and wake surfing. 

Location

701 Fifth Avenue, 74th Floor
Seattle, Washington 98104

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