FREESTONE CAPITAL MANAGEMENT, LLC

FREESTONE CAPITAL MANAGEMENT, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 145711). Regulatory assets under management: $14.5B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Charities, Investment cos.

Officers, owners & control persons (32)

Showing 25 of 32 people.

NameRoleLocation
ERIK KONRAD MORGANMANAGER; MANAGER / MANAGING PARTNERSEATTLE, WA
Gary Isaac FurukawaMANAGER; MANAGER / CHIEF INVESTMENT OFFICER; MEMBER CLASS A; MANAGER (+1 more)
Della FurukawaMEMBER CLASS A; MANAGER
Jennifer Michelle MorelandCHIEF FINANCIAL OFFICER
George Percy ChangGENERAL COUNSEL
Jessica Marie RodriguezCHIEF COMPLIANCE OFFICER
Matthew Allan TigertMANAGING DIRECTOR ADVISORY OPERATIONS
FURUKAWA GARY ISAACCHAIRMAN AND CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; MANAGER (+6 more)
GOLDMAN ARTHUR GLENNTRUSTEE
HAVENS GILBERT SCHUYLERCHIEF FINANCIAL OFFICER
GREENE JANICE MARIECHIEF COMPLIANCE OFFICER
KIAIE KATHLYNE KNOBLOCHCHIEF COMPLIANCE OFFICER
SMART GARY THOMASPARTNER / DIRECTOR OF OPERATIONS
MORGAN ERIK KONRADCLIENT ADVISOR; MANAGER; MANAGER / PRESIDENT (+3 more)
PATRICK KEVIN IRACHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, ADMINISTRATION AND OPERATIONS; MANAGING DIRECTOR, ADMINISTRATION AND OPERATIONS; CHIEF COMPLIANCE OFFICER (+1 more)
MORELAND JENNIFER MICHELLECHIEF FINANCIAL OFFICER; PARTNER / CHIEF FINANCIAL OFFICER
CHANG GEORGE PERCYGENERAL COUNSEL; GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER
SVENSON SCOTT TRIMBLECHIEF EXECUTIVE OFFICER; MANAGER; MANAGING PARTNER (+2 more)
SVENSON ALLYMEMBER (JOINTLY WITH SCOTT SVENSON)
ALLISON KELLY ANNCHIEF FINANCIAL OFFICER; MANAGING DIRECTOR, FINANCE AND ACCOUNTING
MILES LAWRENCE KENNETHPRESIDENT AND CHIEF EXECUTIVE OFFICER
RODRIGUEZ VANESSA MARIECHIEF COMPLIANCE OFFICER
BARNYAK JAMES MONROECHIEF OPERATING OFFICER; PARTNER
MARTINEZ ERIC SCOTTCHIEF COMPLIANCE OFFICER; SENIOR COMPLIANCE OFFICER
AKINS SCOTT WILLIAMGENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

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