Andrew Erisman, CIMA®
Partner | Client Advisor | Seattle, WA
andrew@freestonecapital.com
Phone
206.707.7330
206.707.7300
Fax
206.707.7399
Andrew joined Freestone’s Client Advisor team in May of 2009 and works directly with the firm’s individual and small institutional clients. Prior to Freestone, he spent 18 years providing comprehensive wealth management solutions to high net worth families and endowments at Oppenheimer & Co. Inc., where he began his investment career in 1991. Andrew enjoys guiding clients through complex wealth management issues that come with large estate or legal settlements, endowment and fiduciary trust accounts, and executive benefits such as stock options, restricted stock and deferred compensation plans.
Education
Andrew earned a BA in Political Science from the University of Washington in 1991 and holds the Certified Investment Management Analyst (CIMA®) designation through the Investment Management Consultants Association (IMCA®) and the Wharton School of Business at the University of Pennsylvania.
Outside Freestone
Andrew currently serves on the Bellevue Christian School Trust & Investment Committee. He lives in Yarrow Point, Washington with his wife Stacy. He enjoys spending time with Stacy and his two adult sons at the family cabin in Leavenworth, stand up paddle boarding (SUP) on the Wenatchee River and on Lake Washington, and a new “empty nester” love, travel.
Recognition
Andrew has been recognized by Five Star Professional as a Five Star Wealth Manager from 2014 to 2025.
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CIMA®”, “CPWA®,” “Certified Investment Management Analyst®,” and “Certified Private Wealth Advisor®.” Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures. The Five Star Wealth Manager award is administered by Five Star Professional (FSP) and was issued on 2/1/2025 for the time period covering 5/15/2024 through 11/29/2024 (for methodology, click https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials.