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Michael Allard
Michael Allard
Managing Director | Freestone Capital Management
Seacliff, California, United States
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.
Michael Allard
Work Experience
Managing Director at
Freestone Capital Management
May 2019 - Present
Senior Vice President at
Scharf Investments, LLC
June 2016 - May 2019
Vice President of Client Relations at
Scharf Investments, LLC
January 2006 - May 2019
vp at
Wells Fargo & Company
November 2003 - December 2005
vp at
Charles Schwab
January 1993 - January 2003
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
*******@freestonecapital.com
**************@scharfinvestments.com
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