CoverProfile

Erik Morgan

President & Senior Partner

Freestone Capital Management

United States, Washington, Seattle

About Me

For over twenty-five years, Erik has provided investment and financial advice to some of the Northwest's most successful entrepreneurs and corporate executives. At Freestone, he serves on the investment committee and is a member of the firm's Board of Directors. Erik came to Freestone from Arthur Andersen where he worked as a Senior Manager in the Private Client Services (PCS) group. At Andersen, he was responsible for the launch and growth of the firm's Investment Advisory Services practice in Washington, Oregon, Idaho and Northern California. In that capacity Erik worked with affluent clients to build and implement diversified investment portfolios and coordinated wealth management plans.
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Profile Information

President & Senior Partner

Freestone Capital Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Seattle

Washington

United States

May 16, 2024

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