Elizabeth Mary Steininger

Employer firm

Freestone Capital Management, LLC CRD 145711

$14.5B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 04/2024
  Ratio Wealth Group, Llc
  Denver, CO
• 10/2013 → 05/2018
  Alta Park Capital, Lp
  San Francisco, CA
• 06/2018 → 12/2018
  Unemployed
  San Francisco, CA
• 04/2024 → Present
  Freestone Capital Management, Llc
  Seattle, WA

Previous Registrations

• 2021-02-12 → 2024-04-23
  Ratio Wealth Group Llc
  San Francisco, CA
  Denver, CO

Other Businesses

GREENFIELD TIMBER AND RESOURCES, INC; NOT INVESTMENT RELATED;FAMILY TIMBER BUSINESS; FEBRUARY 1998; 16 HOURS PER YEAR;ATTEND ANNUAL MEETING, MINIMAL RESPONSIBILITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-24
• S63 Uniform Securities Agent State Law Examination
  1996-04-08

Other Names

• Beth Steininger
• Beth Wraga