Beth Email & Phone Number
Managing Director | Client Advisor @ Freestone Capital Management
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Beth Location
- San Francisco, CA, US
Beth Work
- 2024 -now Managing Director | Client Advisor @
- 2019 -2024 Managing Director | Client Advisor @ Ratio Wealth Group (acquired by Robertson Stephens)
- 2013 -2018 Director | Investor Relations and Marketing @
- 2012 -2013 Director | Investor Relations and Marketing @ Artis Capital Management | Artis Ventures
- 2000 -2011 Vice President | Institutional Equity Sales @
- 1999 -2000 Associate | Institutional Equity Sales @
- 1998 -1999 Associate | Equity Investment Research @
- 1996 -1998 Associate | Equity Investment Research @ PaineWebber (acquired by UBS)
- 1993 -1996 Senior Controls Analyst @ PaineWebber (acquired by UBS)
- 1992 -1992 Intern @ The American Embassy
Beth Education
- The University of Texas at Austin
BBA, Finance (Finance)
1989-1993
Beth Skills
- Equities
- Hedge Funds
- Investments
- Client Relations
- Fundraising
Beth Summary
- Beth, based in San Francisco, CA, US, is currently a Managing Director | Client Advisor at Freestone Capital Management. Beth brings experience from previous roles at Ratio Wealth Group (acquired by Robertson Stephens), Alta Park Capital, LP, Artis Capital Management | Artis Ventures and Goldman Sachs. Beth holds a 1989 - 1993 BBA, Finance in Finance @ The University of Texas at Austin. With a robust skill set that includes Equities, Hedge Funds, Investments, Client Relations, Fundraising and more. Beth has 2 emails and 1 mobile phone numbers on RocketReach.
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