Perfil
Mr. Andrew W.
Erisman is a Client Advisor at Freestone Capital Management LLC.
Mr. Erisman joined Freestone Capital Management in May 2009.
He began his investment career with Oppenheimer & Co. Inc in 1991.
He has spent the previous 18 years as an investment advisor at Oppenheimer providing comprehensive wealth management solutions to high net worth families, corporations, and foundations.
In 2002, he earned the designation Certified Investment Management Analyst from the Investment Management Consulting Association, and in 2006 earned the Endowments and Foundation Certificate.
He was recognized in Seattle Magazine as one of the “Top in Client Satisfaction Wealth Advisors “in the Puget Sound region for 2007, 2008 and 2009.
Mr. Erisman graduated from the University of Washington with a BA in Political Science.
He likes spending time with his family at his cabin in Leavenworth Washington, and enjoying all of the outdoor activities available in the area.
He also plays on a recreational soccer team.
Antiguos cargos conocidos de Andrew W. Erisman.
| Empresas | Cargo | Fin |
|---|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | 31/12/2008 |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone emphasizes long-term investments in a diversified portfolio intended to meet the advisory client’s long-term financial objectives. The firm combines their internal expertise in traditional and alternative asset categories with external expertise in domestic and global equity, domestic and global fixed income and alternative investments. Freestone believes that reducing risk is more important than short-term performance. | Analyst-Equity | 22/10/2010 |
Formación de Andrew W. Erisman.
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone emphasizes long-term investments in a diversified portfolio intended to meet the advisory client’s long-term financial objectives. The firm combines their internal expertise in traditional and alternative asset categories with external expertise in domestic and global equity, domestic and global fixed income and alternative investments. Freestone believes that reducing risk is more important than short-term performance. | Finance |
University of Washington
University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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