Nima Alexander Movassaghi

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

• 06/2022 → Present
  Freestone Capital Management, Llc
  Seattle, WA
• 09/2019 → 09/2020
  Sapient Private Wealth Management
  Eugene, OR
• 06/2021 → 09/2021
  Sapient Private Wealth Management
  Eugene, OR
• 06/2017 → 09/2017
  Eugene Country Club
  Eugene, OR
• 06/2018 → 09/2018
  Eugene Country Club
  Eugene, OR
• 06/2019 → 09/2019
  Eugene Country Club
  Eugene, OR
• 06/2020 → 09/2020
  Eugene Country Club
  Eugene, OR
• 06/2021 → 09/2021
  Eugene Country Club
  Eugene, OR
• 08/2014 → 05/2017
  Weil College Preparatory School
  Ojai, CA
• 08/2017 → 05/2018
  St. Mary'S College Of California
  Moraga, CA
• 09/2018 → 06/2022
  University Of Oregon
  Eugene, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-18

Other Names

• Nima Movassaghi