Amanda Brueggeman

Amanda is a Client Manager on the Carter team and is responsible for overseeing and implementing each client's investment strategy, integrating with CPAs on tax matters, and assuring all wealth management solutions are addressed. Prior to joining Freestone, Amanda spent five years working for a boutique investment firm in Seattle, as a Client Manager for high-net worth individuals and institutional clients. Amanda previously worked in New York in client service for high-net worth individuals and families at Merrill Lynch and for institutional pension plans with Alliance Bernstein.