Directory

>

Michael Allard

avatar

Michael Allard

Managing Director | Freestone Capital Management

Seacliff, California, United States

View contact details (it's free)

Michael Allard

Summary

Michael Allard is a Managing Director at Freestone Capital Management, where he utilizes over 28 years of experience in the financial services sector to deliver tailored wealth management solutions for high-net-worth clients. His extensive background encompasses various roles in prominent financial institutions, including Wells Fargo and Charles Schwab, where he honed his skills in client relations and financial advisory. Michael's approach is characterized by a deep understanding of client needs and a commitment to providing personalized service. He is known for building strong relationships and leveraging his knowledge of financial markets to help clients navigate their financial complexities. Based in Seacliff, California, Michael is not only a seasoned advisor but also a dedicated leader in his field, actively contributing to the growth and success of his organization. His passion for client success drives him to stay informed about industry trends and emerging technologies.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Michael Allard

Work Experience

company logo

Managing Director at

Freestone Capital Management

May 2019 - Present

company logo

Senior Vice President at

Scharf Investments, LLC

June 2016 - May 2019

company logo

Vice President of Client Relations at

Scharf Investments, LLC

January 2006 - May 2019

company logo

vp at

Wells Fargo & Company

November 2003 - December 2005

company logo

vp at

Charles Schwab

January 1993 - January 2003

Logos provided by Logo.dev

Michael Allard

Education

California State University, Chico, Bs

January 1988 - January 1991

Carmel high

Frequently Asked Questions about Michael Allard

What is Michael Allard email address?

Michael Allard's primary email address is *******@freestonecapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Michael Allard work for?

Michael Allard is a Managing Director at Freestone Capital Management, a company specializing in Functions related to depository banking.

Where Michael Allard graduated from?

Michael Allard holds a degree in Finance from California State University, Chico.

How can I directly contact Michael Allard?

To contact Michael Allard directly, you can use the email address *******@freestonecapital.com. Complete contact information is available upon registration with Muraena.

Who is Michael Allard?

Michael Allard is a Managing Director at Freestone Capital Management, where he utilizes over 28 years of experience in the financial services sector to deliver tailored wealth management solutions for high-net-worth clients. His extensive background encompasses various roles in prominent financial institutions, including Wells Fargo and Charles Schwab, where he honed his skills in client relations and financial advisory. Michael's approach is characterized by a deep understanding of client needs and a commitment to providing personalized service. He is known for building strong relationships and leveraging his knowledge of financial markets to help clients navigate their financial complexities. Based in Seacliff, California, Michael is not only a seasoned advisor but also a dedicated leader in his field, actively contributing to the growth and success of his organization. His passion for client success drives him to stay informed about industry trends and emerging technologies.

Michael`s contact details

mail

*******@freestonecapital.com

**************@scharfinvestments.com

Colleagues

avatar
Pete Forras

Managing Director - Client Advisor

avatar
Aaron Sellsted

Managing Director

avatar
Ann Gookin

Managing Director

avatar
Gary Furukawa

Founder and Senior Partner

avatar
George Chang

Managing Director & General Counsel

avatar
Bruce Edwards

Managing Director - Client Advisor

avatar
Nick Bucklin Cfa

Managing Director - Client Advisor

avatar
Beth Wraga

Managing Director | Client Advisor

avatar
Cfa Cfp Christine Opp

Managing Director - Client Advisor

avatar
Cfp Jonathan Wittlin

Managing Director – Client Advisor

View Contact details (it's free)
Request Profile Removal