Matthew Allan Tigert

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

• 07/2015 → Present
  Freestone Capital Management Llc
  Seattle, WA

Previous Registrations

• 2012-12-17 → 2015-07-08
  Envestnet Pmc
  Berwyn, PA
• 2012-02-22 → 2012-11-29
  Tamarac Inc
  Seattle, WA
• 2007-05-03 → 2010-10-19
  Convergent Wealth Advisors, Llc
  Kirkland, WA
  Rockville, MD
• 2006-06-12 → 2007-05-03
  Lydian Wealth Management Company, Llc
  Rockville, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-09

Other Names

• Matthew Tigert