Teams at Freestone Capital Management

Oversee equity and fixed income portfolio construction, performance, and research; recommend strategy changes to the Investment Committee; mentor junior team members; conduct manager due diligence and research; liaise with trading, client advisory, operations, compliance, and marketing; support sales and client communications; manage third-party SMA relationships.

The Client Advisor role involves developing client relationships, providing financial planning, collaborating with partners, and mentoring junior staff.

Build and maintain integrations and automations connecting CRM, Microsoft 365, e-signature, custodial/banking systems and reporting. Use LLMs (Claude) and automation tools to extract, process, and verify document-heavy workflows with human-in-the-loop review, monitoring, and auditability, within security and compliance frameworks. Partner across teams and help set AI/automation standards.