Profiel
Mr. Andrew W.
Erisman is a Client Advisor at Freestone Capital Management LLC.
Mr. Erisman joined Freestone Capital Management in May 2009.
He began his investment career with Oppenheimer & Co. Inc in 1991.
He has spent the previous 18 years as an investment advisor at Oppenheimer providing comprehensive wealth management solutions to high net worth families, corporations, and foundations.
In 2002, he earned the designation Certified Investment Management Analyst from the Investment Management Consulting Association, and in 2006 earned the Endowments and Foundation Certificate.
He was recognized in Seattle Magazine as one of the “Top in Client Satisfaction Wealth Advisors “in the Puget Sound region for 2007, 2008 and 2009.
Mr. Erisman graduated from the University of Washington with a BA in Political Science.
He likes spending time with his family at his cabin in Leavenworth Washington, and enjoying all of the outdoor activities available in the area.
He also plays on a recreational soccer team.
Eerdere bekende functies van Andrew W. Erisman
| Bedrijven | Functie | Einde |
|---|---|---|
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31-12-2008 |
Freestone Capital Management LLC
 Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Analyst-Equity | 22-10-2010 |
Opleiding van Andrew W. Erisman
| University of Washington | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
