
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.
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
More profiles to browse
JM
Jason Mann
Partner, Portfolio Manager

Nick Cicero
Partner & Senior Portfolio Manager, Head of Investments
AG
Ann Gookin
Managing Director, Investments
SC
Sean Carr
Managing Director, Investments
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST