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Beth Wraga
Beth Wraga
Managing Director | Client Advisor | Freestone Capital Management
San Francisco, California, United States
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.
Beth Wraga
Work Experience
Managing Director | Client Advisor at
Freestone Capital Management
April 2024 - Present
Managing Director | Financial Advisor at
Ratio Wealth Group
January 2019 - April 2024
Director | Investor Relations & Marketing at
Park Presidio Capital LLC
October 2013 - May 2018
Director | Investor Relations & Marketing at
Artis Capital Management
February 2012 - June 2013
Vice President | Institutional Equity Sales at
Goldman Sachs
August 2000 - July 2011
Associate | Institutional Equity Sales at
Goldman Sachs
February 1999 - August 2000
Associate | Equity Investment Research at
Goldman Sachs
February 1998 - February 1999
Associate | Equity Investment Research at
PaineWebber
February 1996 - February 1998
Senior Controls Analyst at
PaineWebber
July 1993 - February 1996
Intern at
The American Embassy
April 1992 - May 1992
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
Colleagues
Managing Director - Client Advisor
Managing Director
Managing Director
Founder and Senior Partner
Managing Director & General Counsel
Managing Director - Client Advisor
Managing Director - Client Advisor
Managing Director
Managing Director - Client Advisor
Managing Director – Client Advisor