Freestone Capital Management Hires Seasoned Advisor Beth Wraga, Strengthening San Francisco Team
April 29 2024 - 1:00PM
Business Wire
Financial Industry Veteran Joins Growing
West Coast Firm
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.
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version on businesswire.com: https://www.businesswire.com/news/home/20240429427217/en/
Alison Rambaldini arambaldini@freestonecapital.com
206.707.7305