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Beth Wraga

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Beth Wraga

Managing Director | Client Advisor | Freestone Capital Management

San Francisco, California, United States

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Beth Wraga

Summary

Beth Wraga is a seasoned wealth advisor and managing director with over 30 years of experience in financial services. Her expertise spans various sectors including private wealth management, investor relations, and institutional equity sales. Based in San Francisco, she is dedicated to helping individuals and families achieve their financial goals while ensuring their assets are protected and grown. Beth's approach is holistic, emphasizing trust and integrity in her client relationships. She has held prominent positions at notable firms such as Goldman Sachs and Freestone Capital Management, showcasing her adaptability and deep understanding of the financial landscape. Her commitment to client success is matched by her empathy and desire to serve. Outside of her professional pursuits, she is likely to be engaged in activities that promote financial literacy and community support.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Beth Wraga

Work Experience

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Managing Director | Client Advisor at

Freestone Capital Management

April 2024 - Present

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Managing Director | Financial Advisor at

Ratio Wealth Group

January 2019 - April 2024

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Director | Investor Relations & Marketing at

Park Presidio Capital LLC

October 2013 - May 2018

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Director | Investor Relations & Marketing at

Artis Capital Management

February 2012 - June 2013

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Vice President | Institutional Equity Sales at

Goldman Sachs

August 2000 - July 2011

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Associate | Institutional Equity Sales at

Goldman Sachs

February 1999 - August 2000

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Associate | Equity Investment Research at

Goldman Sachs

February 1998 - February 1999

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Associate | Equity Investment Research at

PaineWebber

February 1996 - February 1998

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Senior Controls Analyst at

PaineWebber

July 1993 - February 1996

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Intern at

The American Embassy

April 1992 - May 1992

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Beth Wraga

Education

The University of Texas at Austin, Bba

January 1989 - January 1993

Frequently Asked Questions about Beth Wraga

What company does Beth Wraga work for?

Beth Wraga is a Managing Director | Client Advisor at Freestone Capital Management, a company specializing in Functions related to depository banking.

Where Beth Wraga graduated from?

Beth Wraga holds a degree in Finance from The University of Texas at Austin.

Who is Beth Wraga?

Beth Wraga is a seasoned wealth advisor and managing director with over 30 years of experience in financial services. Her expertise spans various sectors including private wealth management, investor relations, and institutional equity sales. Based in San Francisco, she is dedicated to helping individuals and families achieve their financial goals while ensuring their assets are protected and grown. Beth's approach is holistic, emphasizing trust and integrity in her client relationships. She has held prominent positions at notable firms such as Goldman Sachs and Freestone Capital Management, showcasing her adaptability and deep understanding of the financial landscape. Her commitment to client success is matched by her empathy and desire to serve. Outside of her professional pursuits, she is likely to be engaged in activities that promote financial literacy and community support.

Beth`s contact details

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