Fintech Investment Services News

Former BlackRock Director Joins Freestone Capital Management as Managing Director

Former BlackRock Director Joins Freestone Capital Management as Managing Director

Seasoned Investment Leader Will Help Shape and Amplify the Perspectives of Freestone’s 18-Person Investment Team

Freestone Capital Management (“Freestone”), a Seattle-based Registered Investment Advisor, announced that Carolyn Barnette has joined the firm as a Managing Director on its investment team.

In her role, Carolyn will draw on perspectives from across the investment team to shape and deliver timely market and portfolio insights for client advisors. She will develop commentary and resources that support client conversations about the markets, portfolio positioning and performance, and investment opportunities across asset classes.

“It was obvious the moment I met Carolyn that she makes everyone around her sharper,” said Ann Gookin, Partner and Head of Investments. “She translates complexity into clarity, and she does it generously. I’m looking forward to the impact she’ll have with our advisors, with clients, and with the whole team. We’re lucky to have her.”

Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena

Founded in 1999, Freestone is an independent, fee-only wealth advisory and asset management firm that has grown from $250 million to over $15 billion in assets under management*. The firm helps individuals and families thoughtfully steward their capital by pairing disciplined investment management with long-term planning designed to endure across market cycles and generations.

“My career has centered on helping advisors and clients make sense of complex markets and portfolios,” said Carolyn. “Freestone has built a differentiated investment platform, and I look forward to helping bring that platform to life through clear communication, thoughtful resources, and conversations that give clients greater context and confidence in their portfolios.”

Carolyn brings 17 years of industry experience to Freestone. Prior to joining the firm, she spent 13 years at BlackRock, most recently serving as Head of Market and Portfolio Insights for US Wealth. Previously, she led BlackRock’s Metro Portfolio Consulting team, working directly with advisory teams to construct and refine model portfolios.

Catch more Fintech Insights : Global FinTech Innovations Are Transforming Banking into Continuous Financial Guidance

[To share your insights with us, please write to psen@itechseries.com ]

Related posts

Axoni Announces $20 Million Equity Financing Led by EJF Ventures

PR Newswire

YWO Debuts at iFX EXPO Dubai with Dualand B2C Offers

EIN Presswire

Skan Secures $14 Million Series A to Expand AI-Driven Process Discovery to Enable the Digital Transformation of the Enterprise

Fintech News Desk
1