Freestone Capital Management Hires Lizzie Hollis, JD as New Director of Wealth Strategy and Estate Planning
Position
Managing Director
Company
Freestone Capital Management
SeattleInformation TechnologyFinancial ServicesFinanceVenture CapitalAngel InvestmentConsultingDescription
Freestone Capital Management today announced that Lizzie Hollis has joined the firm's San Francisco office.
Quick answer
Freestone Capital Management Hires Lizzie Hollis, JD as New Director of Wealth Strategy and Estate Planning (November 27, 2023). Freestone Capital Management is based in Seattle, Washington, United States.
- Who is the new Managing Director at Freestone Capital Management?
- Freestone Capital Management named Lizzie Hollis Managing Director, announced November 27, 2023.
- What did Freestone Capital Management announce on November 27, 2023?
- Freestone Capital Management today announced that Lizzie Hollis has joined the firm's San Francisco office.
- What does Freestone Capital Management do?
- Freestone Capital Management is an independent, fee-only wealth advisory and asset management firm that brings together superior client service and a comprehensive investment approach.
- Where is Freestone Capital Management based?
- Freestone Capital Management is based in Seattle, Washington, United States.
- Which similar companies made leadership changes around the same time?
- GTCR (December 4, 2023), Augment Risk (December 4, 2023), ANZ (December 5, 2023) and Kohlberg Kravis Roberts (December 14, 2023) also announced leadership changes within 45 days of Freestone Capital Management.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- GTCR Appoints Peg Sullivan as Chief Human Resources Officer (December 4, 2023)
- Augment Risk appoints McGill’s Andrew Matson as CEO (December 4, 2023)
- ANZ names new CIO (December 5, 2023)
- KKR Appoints Dane E. Holmes as Chief Administrative Officer (December 14, 2023)
- Ares Capital Corporation Appoints Scott Lem as Chief Financial Officer (November 9, 2023)
- Associated Capital Names McAdams CFO, Removing Interim Appointment (November 9, 2023)
Who to call at Freestone Capital Management, and when
A new leader at Freestone Capital Management brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Freestone Capital Management raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Freestone Capital Management, from your own LinkedIn network
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