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Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Scott Trimble Svenson | M | 58 |
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. | 4 years |
Robb P. Carter | M | - |
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. | - |
Andrew W. Erisman | M | - |
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. | - |
Jamie Rooney | M | - |
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. | - |
Andrea Lynn Durbin | F | - |
Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | - |
James M. Barnyak | M | - |
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. | - |
Kelly Ann Allison | F | - |
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. | - |
Kevin I. Patrick | M | - |
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. | 9 years |
Paul Chi-Tung Horng | M | - |
Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | - |
Peter Nanula | M | - |
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. | - |
Pete Forras | M | - |
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. | - |
Andrew Charles Pohl | M | - |
Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | - |
John Swanson | M | - |
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. | - |
Hans Esterhuizen | M | - |
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. | - |
Katie Wham | F | - |
Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | - |
Jeff Walters | M | - |
Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | - |
Alicia Francine Singer | F | - |
Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | - |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 17 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Lisa Marie Price
- Personal Network