Bob Mellon
Wealth Advisor to High Net Worth Individuals and Families
- Role
- Partner Client Advisor at Freestone Capital Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Bob Mellon
Bob joined Freestone in as one of its five founding members. Advisor to some of…
Experience
Partner Client Advisor
Mar 1999 — Present · Seattle, WA, US
As a client advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.
Education
Portland State University - School of Business
BA, Finance & Law
The Wharton School
Certified Private Wealth Advisor® / CPWA®, Executive Education / Certification Program, Financial Planning and Services
2016
Skills
- Investments
- Asset Allocation
- Hedge Funds
- Investment Strategies
- Alternative Investments
- Private Equity
- Investment Advisory
- Wealth Management Services
- Asset Management
- Asset Managment
- Investment Management
- Portfolio Management
- Series 7
- Wealth Management
- Strategic Financial Planning
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