Robb Carter
Partner - Client Advisor at Freestone Capital Management at Freestone Capital Management | Seattle, Washington, United States
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Robb Carter is a seasoned Partner and Client Advisor at Freestone Capital Management, where he has been instrumental in delivering tailored wealth management solutions since 2009. With a robust background in asset management, Robb brings over a decade of experience in navigating the complexities of financial planning and investment strategies. His previous role as Executive Director at Oppenheimer & Co. Inc. saw him lead a team that managed over $300 million in client assets, honing his expertise in investment advisory and portfolio management.
At Freestone, Robb is committed to understanding the unique financial landscapes of his clients. He specializes in crafting comprehensive strategies that encompass asset allocation, fixed income, equities, and venture capital, ensuring that each client’s long-term goals are met with precision and care. His approach is holistic, addressing not just the growth and protection of wealth, but also the intricacies of wealth transfer and estate planning. By leveraging Freestone’s full suite of services, Robb provides clients with peace of mind, knowing that all aspects of their financial lives are being managed with the utmost diligence.
Robb’s deep understanding of hedge funds and investment strategies allows him to offer insights that are both strategic and actionable. He prides himself on building lasting relationships with clients, guiding them through market fluctuations and helping them make informed decisions that align with their financial aspirations. With a focus on delivering exceptional client service and a commitment to excellence, Robb Carter exemplifies the values of Freestone Capital Management, making him a trusted advisor in the wealth management industry.
Partner - Client Advisor at Freestone Capital Management at Freestone Capital Management in May 2009 to Present
Executive Director - Wealth Management at Oppenheimer & Co. in January 1994 to May 2009
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Wealth Management
Alternative Investments
Asset Management
Investments
Investment Advisory
Hedge Funds
Investment Strategies
Asset Allocation
Equities
Portfolio Management
Fixed Income
Private Equity
Valuation
Mutual Funds
Venture Capital
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Discover more about Freestone Capital ManagementWhat is Robb Carter email address?
Email Robb Carter at [email protected] and [email protected]. This email is the most updated Robb Carter email found in 2026.
What is Robb Carter phone number?
Robb Carter phone number is +12062008870 and +17023663958.
How to contact Robb Carter?
To contact Robb Carter send an email to [email protected] or [email protected]. If you want to call Robb Carter try calling on +12062008870 and +17023663958. (updated on November 04, 2024)
What is Robb Carter net worth?
Robb Carter has an estimated net worth of $750,000 to $999,999
What company does Robb Carter work for?
Robb Carter works for Freestone Capital Management
What is Robb Carter's role at Freestone Capital Management?
Robb Carter is Partner - Client Advisor at Freestone Capital Management
What industry does Robb Carter work in?
Robb Carter works in the Financial Services industry.
Robb Carter Email Addresses
Robb Carter Phone Numbers
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