Robb Carter
Wealth Advisor for high net worth individuals and families
- Role
- Partner - Client Advisor at Freestone Capital Management at Freestone Capital Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Robb Carter
Robb has served as a Client Advisor at Freestone since 2009. Prior to joining the firm…
Experience
Partner - Client Advisor at Freestone Capital Management
May 2009 — Present
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.
Skills
- Wealth Management
- Fixed Income
- Asset Allocation
- Investment Advisory
- Private Equity
- Venture Capital
- Series 7
- Investment Strategies
- Equities
- Portfolio Management
- Investments
- Valuation
- Mutual Funds
- Wealth
- Hedge Funds
- Alternative Investments
- Asset Managment
- Asset Management
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