Profil
Mr. Robb P.
Carter, CFA, is Client Advisor at Freestone Capital Management LLC.
Mr. Carter jonied Freestone Capital in 2009.
He began his investment career at the Frank Russell Company in 1991 as an auditor of institutional investment portfolios, and was an investment advisor with Oppenheimer & Co. Inc from 1994 to 2009.
He was recognized in Seattle Magazine as one of the “Top in Client Satisfaction Wealth Advisors “in the Puget Sound region for 2007, 2008 and 2009.
Mr. Carter graduated from Pacific Lutheran University with a BA in Finance (with honors), and while at Frank Russell obtained the Chartered Financial Analyst designation from the Association for Investment Management and Research.
He enjoys skiing, snowmobiling, and other outdoor activities with his family.
Anciens postes connus de Robb P. Carter
| Sociétés | Poste | Fin |
|---|---|---|
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/2008 |
Frank Russell Co.
 Frank Russell Co. Investment ManagersFinance Founded in 1936, Frank Russell Co. is a registered investment advisor located in Seattle, Washington. The firm is a part of Russell Investment Group. They are wholly-owned by LSEG US Holdco, Inc, itself a wholly owned non-operating subsidiary of London Stock Exchange Group plc. Frank Russell Co.'s clients consist of pension and profit sharing plans, endowments, foundations, charitable organizations, corporations or other institutional investors. The firm also has contracts through Russell-related entities to manage the cash equitization activities of pooled investment vehicles Frank Russell Co. operates through sub-advisory agreements with the investment managers of these pooled investment vehicles. | Corporate Officer/Principal | 31/12/1993 |
Freestone Capital Management LLC
 Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Analyst-Equity | 22/10/2010 |
Formation de Robb P. Carter
| Pacific Lutheran University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 3 |
|---|---|
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
Frank Russell Co.
Frank Russell Co. Investment ManagersFinance Founded in 1936, Frank Russell Co. is a registered investment advisor located in Seattle, Washington. The firm is a part of Russell Investment Group. They are wholly-owned by LSEG US Holdco, Inc, itself a wholly owned non-operating subsidiary of London Stock Exchange Group plc. Frank Russell Co.'s clients consist of pension and profit sharing plans, endowments, foundations, charitable organizations, corporations or other institutional investors. The firm also has contracts through Russell-related entities to manage the cash equitization activities of pooled investment vehicles Frank Russell Co. operates through sub-advisory agreements with the investment managers of these pooled investment vehicles. | Finance |