Robb Carter, CFA

Robb entered the wealth management industry over 25 years ago and has focused his practice on guiding business owners and public company senior management through the complexities of their success – concentrated stock positions, executive compensation, and overall wealth management strategies ranging from estate planning, generational wealth transfer, and family education. Through helping clients evaluate and understand their options, they can make informed decisions about their futures, leaving them with the freedom to focus on what truly matters. Robb began his career at Oppenheimer & Co. Inc. in 1994 and joined Freestone in 2009 to combine expertise in wealth management with an independent investment platform that provided broad diversification across both public- and private-market investments.