Jonathan Wittlin Email & Phone Number
Managing Director – Client Advisor @ Freestone Capital Management
Jonathan Wittlin Location
San Francisco, CA, US
Jonathan Wittlin Work
- 2023 - now Managing Director – Client Advisor @ Freestone Capital Management
- 2022 - 2023 Principal | Wealth Advisor @ Parallel Advisors, LLC
- 2021 - 2022 Wealth Advisor | Shareholder @ Parallel Advisors, LLC
- 2019 - 2021 Wealth Planning Director @ Parallel Advisors, LLC
- 2018 - 2019 Managing Director | Head of Financial Planning @ Lenox Wealth Advisors
- 2016 - 2018 Managing Director | Head of Financial Planning @ Lenox Advisors
- 2004 - 2016 VP and then SVP, Financial Planning @ Lenox Advisors
- 2001 - 2004 Controller @ Lenox Advisors
- 1999 - 2000 Controller and Senior Accountant | Hibernia Communications @ Palladium Equity Partners, LLC
- 1996 - 1998 Financial Analyst @ Capitol Records
Jonathan Wittlin Education
- Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (Accounting (CPA Track))
1992 - 1996
Jonathan Wittlin Summary
Jonathan Wittlin, based in San Francisco, CA, US, is currently a Managing Director – Client Advisor at Freestone Capital Management. Jonathan Wittlin brings experience from previous roles at Parallel Advisors, LLC and Lenox Wealth Advisors. Jonathan Wittlin holds a 1992 - 1996 Bachelor of Science in Accounting (CPA Track) @ Syracuse University - Martin J. Whitman School of Management. Jonathan Wittlin has 2 emails and 2 mobile phone numbers on RocketReach.
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Others Named Jonathan Wittlin
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Jonathan Wittlin
Managing Director – Client Advisor at Freestone Capital Management
San Francisco, CA, US24
Top Freestone Capital Management Employees
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Ann Gookin
Managing Director at Freestone Capital Management
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Aaron Sellsted
Managing Director at Freestone Capital Management
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Nick Bucklin
Managing Director - Client Advisor at Freestone Capital Management
California, United States22 -
Michael Allard
Managing Director at Freestone Capital Management
Campbell, CA, US24 -
Jonathan Wittlin
Managing Director – Client Advisor at Freestone Capital Management
San Francisco, CA, US24 -
Gary Furukawa
Chairman at Freestone Capital Management
Santa Barbara, CA, US13 -
21
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Bruce Edwards
Managing Director - Client Advisor at Freestone Capital Management
Mill Valley, CA, US35+ -
35
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