Freestone Capital Management has just secured a valuable addition to its bench of advisors in San Francisco.
The firm announced Monday that it has welcomed Beth Wraga, a financial advisor with three decades of experience in the financial sector.
Wraga, who was most recently affiliated with boutique RIA Ratio Wealth Group, joins Freestone as the newest addition to their team of 28 advisors.
Her career spans a broad spectrum of roles including private wealth management, investor relations, and institutional equity sales.
Before taking an investor relations and marketing role at two tech sector-focused hedge funds in San Francisco, she served for over 13 years at Goldman Sachs, including tenures as vice president in institutional equity sales and a member of the global investment research covering the technology space.
She began her journey in the financial services space as an analyst at Paine Webber, which is now part of UBS.
Jim Hughes, head of client advisory at Freestone, expressed confidence in Wraga’s capabilities.
"Beth is a seasoned professional with a deep background in financial services. Her rich career experience informs her people-first approach to wealth management and shows in the strength of her relationships," Hughes said in a statement.
In her new role, Wraga will report to Hughes and looks forward to leveraging Freestone’s comprehensive resources.
"As a believer in taking a comprehensive approach to financial well-being, I’m excited to join Freestone and give my clients access to their financial planning tools, estate and tax advisory team, and investment solutions," Wraga saidd.
"As an integrated wealth management firm, we are focused on serving our clients and their families so that they can focus on what truly matters,” Hughes said. “Life extends well beyond investments, and we offer comprehensive planning solutions for all parts of life: estate & trust, income tax, insurance, and charitable giving.”
Founded in 1999, Freestone is an independent, employee-owned, fee-only advisory firm. Over the years, it has grown its assets under management from $250 million to nearly $10 billion, marking significant growth in its client service capabilities.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
