Partner and Client Advisor
Freestone is an independent wealth advisor to select high net worth families and institutions with offices in Seattle, Washington, Oregon and California. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies.
Bob joined Freestone in 1999 as one of its five founding members. Advisor to some of Freestone's largest relationships, Bob provides comprehensive wealth management advice to high net worth individuals, families, and private foundations. Prior to joining Freestone, Bob was a member of a team within Morgan Stanley's (formerly Smith Barney) Consulting Group that provided investment management consulting services to primarily institutional clients with assets totaling approximately $1 billion. He began his financial services career with U.S. Bank in Oregon.
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