Freestone Capital Management Director Reviews

Pros

The founders believe in teamwork, and work to encourage this at the firm. Most employees work on small teams, which helps with personal development. Also, people work well across teams, particularly when multiple departments are involved. Freestone is in a client-service business, so it's a fast-paced environment where employees are expected to excel. I enjoy the pace and the challenge. The culture is quite social with regular events (dinners, drinks, etc.), volunteer days, and offsite retreats for the entire company.

Cons

As headcount increases, more HR support is needed.

Pros

I am grateful and proud to work at Freestone, and feel defensive about some of the reviews. I was drawn initially to the firm because they are delivering investment solutions clients can't get access to elsewhere. The advisors really care about their clients and the founder prides himself on being ethical in a way most people in this industry is not. Aligning myself to that in this industry is extremely important to me. Personally, I recently had a health issue that left me struggling for over six months. They were gracious and provided me a lot of compassionate flexibility. The teams pulled together to cover for me and as I returned, offered me a flexible work schedule while I get back on my feet. They also met with me to determine "the highest and best use of my time", giving consideration to my career goals in a way most big firms cannot. I am a working mother with a need for flexibility during this life stage. It's something they recognize, appreciate, and have been willing to work around.

Cons

Over the last few years, there has been a tremendous amount of turnover. Some of it was hard to get through, and has left morale fragile. Aside from heartbreaking departures, the firm has simultaneously moved, changed IT systems, and reorganized everything. The culture has shifted tremendously in the last two years, which has its pros and cons.

Pros

Freestone, as an organization, is relatively flat. You can see and interact with senior management on a daily basis. The firm provides the resources and flexibility you need to be successful. Management genuinely cares about the success of the next generation of leaders and creates a culture that challenges people to be the best they can.

Cons

As with many organizations, some technology is outdated but the firm is actively working on updating it across the board. This should be irrelevant in only a few months.