Firm and Portfolio Manager Sean Carr Honored for Innovation and Next-Gen Rising StarSEATTLE, Dec. 16, 2024 /PRNewswire/ -- Freestone Capital Management ("Freestone"), a Seattle-based Registered Investment Advisor managing $11 billion in Assets Under Management (AUM), has been named a winner in the ThinkAdvisor 2024 Luminaries Awards for Innovation. Additionally, Sean Carr, a Portfolio Manager, was honored as a Next-Gen Rising Star, underscoring the firm's commitment to fostering talent and driving industry innovation.Now in its fourth year, the ThinkAdvisor Luminaries Awards celebrate organizations and individuals in financial services for their contributions in innovation, leadership, and client impact. Winners are selected by a panel of distinguished judges and were celebrated at last week's awards ceremony."Being recognized for innovation is a testament to Freestone's dedication to delivering forward-thinking solutions and operational excellence," said Gary Furukawa, Freestone's Founder and Chief Investment Officer. "By leveraging technology, I believe we've not only streamlined complex processes but also enhanced our client advisors' ability to serve our clients. In the days of passive indexing and cookie-cutter investment strategies, I believe Sean Carr's achievements prove there is still room for creativity and opportunistic investing to help clients achieve their financial goals."Freestone's award-winning innovations include the adoption of technologies that have transformed its operational efficiency in managing its suite of private funds, representing over $2 billion in client assets

SAN FRANCISCO--(BUSINESS WIRE)--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