Cole Walton, CFP® - Email & Phone Number

Director | Client Advisor at Freestone Capital Management

Cole Walton, CFP® is based out of null and works at Freestone Capital Management as Director | Client Advisor.

Cole Walton, CFP®'s Contact Information

Latest update

May 14, 2024

Location

Cole Walton, CFP®'s Work History

Director | Client Advisor

Freestone Capital Management

Aug 2021 - Present

Senior Advisor

Pathstone

Jun 2021 - Aug 2021

Advisor

Pathstone

Oct 2020 - Jun 2021

Associate Client Manager

Pathstone

Nov 2017 - Oct 2020

Tax Specialist

Amazon

Oct 2017 - Nov 2017

Cole Walton, CFP®'s Education

Sacred Heart University

Master of Business Administration - MBA

2016 - 2017

Sacred Heart University

Finance & Business Economics

Cole Walton, CFP®'s Skills

Tax Law

Attention to Detail

Estate Planning

Sales

Financial Advisory

Asset Allocation

Cole's current employer

Freestone Capital Management

Description

Freestone is an independent wealth advisor to select high net worth families and institutions with offices in Seattle, San Francisco, and...

Website

freestonecapital.com

HQ Location

Seattle, WA, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Freestone Capital Management

Frequent questions about Cole Walton, CFP®

What company is Cole Walton, CFP® working for?

Cole Walton, CFP® works for Freestone Capital Management.

What is Cole Walton, CFP®'s function at Freestone Capital Management?

Cole Walton, CFP® is Director | Client Advisor at Freestone Capital Management.

Where is Cole Walton, CFP® based?

Cole Walton, CFP® is based out of null.

Who are Cole Walton, CFP®'s co-workers?

Cole Walton, CFP®'s colleagues are Larry Miles, Gary Furukawa, Virginia Leong, Jacob Cahn, Robert Downer, Mike Schneider, Michael Kirkham, Michael Allard, Alyssa Morris, Nick Bucklin, Malinda Khauv, Nick Cicero, Sean Carr, Ann Gookin, Liv Freeby, Joe Jraitiny, Matt Abrams, Jenna Brazile, Riley Barr, Peter Wicklund, Jesse Haverstock, George Chang, James Hughes, Ross Rubinstein, Jenny Doherty, John McNertney, Alli Rambaldini, Jesse Tobiason, Jason Mann, Ned Doubleday, Christopher Somers, Christine Opp, Stephanie d'Ippolito.

Cole's co-workers

Larry Miles

President & CEO

Gary Furukawa

Founder and Senior Partner

Virginia Leong

Director - Corporate Accounting

Director - Accounting

Michael Allard

Managing Director

Alyssa Morris

Managing Director - Client Advisor

Nick Bucklin

Director - Client Advisor

Malinda Khauv

Managing Director - Chief Compliance Officer

Nick Cicero

Partner - Head of Investments

Managing Director People and Culture

Joe Jraitiny

Director Of Business Development

Matt Abrams

Director

Jenna Brazile

Director - Client Advisor

Director - Client Advisor

George Chang

Managing Director & General Counsel

James Hughes

Head of Advisory & Business Development

Ross Rubinstein

Director / Client Advisor

Director of Marketing

Jesse Tobiason

Senior Compliance Officer; Director

Jason Mann

Managing Director

Ned Doubleday

Managing Director - Client Advisor

Christopher Somers

Director, Business Development

Christine Opp

Managing Director - Client Advisor

Stephanie d'Ippolito

Managing Director, Financial Planning

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