Jonathan Wittlin Email & Phone Number
Managing Director – Client Advisor @ Freestone Capital Management
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Jonathan Wittlin Location
- San Francisco, CA, US
Jonathan Wittlin Work
- Managing Director – Client Advisor @ (October 2023 - Present)
- Principal | Wealth Advisor @ (November 2022 - October 2023)
- Wealth Advisor | Shareholder @ (January 2021 - October 2022)
- Wealth Planning Director @ (July 2019 - January 2021)
- Managing Director | Head of Financial Planning @ (April 2018 - June 2019)
- Managing Director | Head of Financial Planning @ (April 2016 - March 2018)
- VP and then SVP, Financial Planning @ (June 2004 - April 2016)
- Controller @ (November 2001 - June 2004)
- Controller and Senior Accountant | Hibernia Communications @ (January 1999 - December 2000)
- Financial Analyst @ (June 1996 - December 1998)
Jonathan Wittlin Education
- Whitman School of Management at Syracuse University
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) @ Whitman School of Management at Syracuse University. Jonathan Wittlin has 1 emails and 1 mobile phone numbers on RocketReach.
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