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Inactive

Halle Shaeffer

Freestone Capital Management, LLC

Seattle, WA

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Current Employers
Freestone Capital Management, Llc

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-04-05
  • WA RA
    APPROVED
    Since 2025-04-05

Branch Locations

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wadsworth High School Wadsworth OH 08/2016 05/2017
Bidinger'S Ice Cream Wadsworth OH 05/2017 10/2017
Wadsworth High School Wadsworth OH 10/2017 03/2018
Bidinger'S Ice Cream Wadsworth OH 03/2018 10/2018
Wadsworth High School Wadsworth OH 10/2018 03/2019
Bidinger'S Ice Cream Wadsworth OH 03/2019 10/2019
Hollister Co. Fairlawn OH 11/2019 01/2020
Bidinger'S Ice Cream Wadsworth OH 04/2020 07/2020
City Of Wadsworth Wadsworth OH 05/2020 07/2020
University Of Cincinnati Cincinnati OH 08/2020 12/2020
Target Wadsworth OH 12/2020 01/2021
University Of Cincinnati Cincinnati OH 02/2021 04/2021
Portage Country Club Akron OH 05/2021 08/2021
University Of Cincinnati Cincinnati OH 08/2021 12/2021
Amazon Cincinnati OH 12/2021 01/2022
E+O Kitchen Cincinnati OH 09/2021 03/2022
Johnson Investment Counsel Cincinnati OH 05/2022 08/2022
University Of Cincinnati Cincinnati OH 10/2022 04/2023
Johnson Investment Counsel Cincinnati OH 05/2023 08/2023
University Of Cincinnati Cincinnati OH 09/2023 04/2024
Freestone Capital Management, Llc Seattle WA 06/2024 Present
  • 08/2016 → 05/2017
    Wadsworth High School
    Wadsworth, OH
  • 05/2017 → 10/2017
    Bidinger'S Ice Cream
    Wadsworth, OH
  • 10/2017 → 03/2018
    Wadsworth High School
    Wadsworth, OH
  • 03/2018 → 10/2018
    Bidinger'S Ice Cream
    Wadsworth, OH
  • 10/2018 → 03/2019
    Wadsworth High School
    Wadsworth, OH
  • 03/2019 → 10/2019
    Bidinger'S Ice Cream
    Wadsworth, OH
  • 11/2019 → 01/2020
    Hollister Co.
    Fairlawn, OH
  • 04/2020 → 07/2020
    Bidinger'S Ice Cream
    Wadsworth, OH
  • 05/2020 → 07/2020
    City Of Wadsworth
    Wadsworth, OH
  • 08/2020 → 12/2020
    University Of Cincinnati
    Cincinnati, OH
  • 12/2020 → 01/2021
    Target
    Wadsworth, OH
  • 02/2021 → 04/2021
    University Of Cincinnati
    Cincinnati, OH
  • 05/2021 → 08/2021
    Portage Country Club
    Akron, OH
  • 08/2021 → 12/2021
    University Of Cincinnati
    Cincinnati, OH
  • 12/2021 → 01/2022
    Amazon
    Cincinnati, OH
  • 09/2021 → 03/2022
    E+O Kitchen
    Cincinnati, OH
  • 05/2022 → 08/2022
    Johnson Investment Counsel
    Cincinnati, OH
  • 10/2022 → 04/2023
    University Of Cincinnati
    Cincinnati, OH
  • 05/2023 → 08/2023
    Johnson Investment Counsel
    Cincinnati, OH
  • 09/2023 → 04/2024
    University Of Cincinnati
    Cincinnati, OH
  • 06/2024 → Present
    Freestone Capital Management, Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-05
  • S65 Uniform Investment Adviser Law Examination
    2025-04-05

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA
D.A. DAVIDSON & CO. · SEATTLE, WA

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