SAN FRANCISCO--(BUSINESS WIRE)--Freestone Capital Management today announced that Beth Wraga has joined the firm’s San Franciso office. She will report to Jim Hughes, Head of Client Advisory, and joins Freestone’s team of 28 advisors.
Beth Wraga brings 30 years of financial services experience, most recently with a boutique Registered Investment Advisor. Her three decades in financial services spans private wealth management, investor relations, institutional equity sales, and equity research. Throughout her impressive career, she served as the Director of Investor Relations and Marketing at two San Francisco-based technology-focused hedge fund managers. Prior to that, she spent over 13 years at Goldman Sachs, as a Vice President in Institutional Equity Sales and an Associate in Global Investment Research covering the technology sector. She began her career as an Analyst at Paine Webber (UBS) in their Management Audit and Controls program.
“Beth is a seasoned professional with a deep background in financial services. Her rich career experience informs her people-first approach to wealth management and shows in the strength of her relationships,” said Jim Hughes. “As an integrated wealth management firm, we are focused on serving our clients and their families so that they can focus on what truly matters. Life extends well beyond investments, and we offer comprehensive planning solutions for all parts of life: estate & trust, income tax, insurance, and charitable giving. We believe Beth’s desire to approach client relationships with empathy and integrity perfectly aligns with Freestone’s client-first mentality.”
Founded in 1999, Freestone is an independent and employee-owned, fee-only wealth advisory and asset management firm that has grown from $250 million to nearly $10 billion in assets under management. The firm’s growth strategy involves attracting, recruiting, investing in, and empowering the next generation of advisors with the tools and information they need to grow in their careers and thrive.
“As a believer in taking a comprehensive approach to financial well-being, I’m excited to join Freestone and give my clients access to their financial planning tools, estate and tax advisory team, and investment solutions,” said Wraga. “Freestone is equipped with everything my clients need to be successful, and I’m eager to grow personally and professionally with the team.”
About Freestone Capital Management
Freestone Capital Management is an independent, fee-only wealth advisory and asset management firm that brings together superior client service and a comprehensive investment approach. Clients entrust Freestone to help them pursue their long-term financial goals. Freestone serves clients throughout the west coast with offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage. Learn more about Freestone Capital Management at freestonecapital.com.
