Riley Barr, CFP®
Director | Client Advisor | Silicon Valley, CA
rbarr@freestonecapital.com
Phone
415.510.6825
415.510.6850
Fax
206.707.7399
At Freestone, Riley is an entrusted advisor to technology executives and entrepreneurs in San Francisco and Silicon Valley. Riley directs his clients public and private market investing, with a focus around managing concentrated stock positions, tax-efficient divesting, 10b5-1, plus philanthropic, estate and tax planning strategies. Riley’s holistic approach resonates with high-net-worth individuals at technology companies, as well as industries like AI, software, cybersecurity, and defense. Riley provides wealth management and long-term family continuity to clients across generations. Prior to joining Freestone, Riley was Vice President, Investment Advisor at Scharf Investments LLC focusing on investment management and wealth planning services. Riley's career began at Merrill Lynch over 14 years ago focused on trading, distribution, and custody services.
Education
Riley earned a BS in Economics from the University of Oregon with a minor in Business Administration and concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside Freestone
Riley currently resides in San Jose with his wife, daughter, and golden retriever. Outside of the office, Riley is active with the Rotary Club of Los Gatos. Most recently, he served as Head of the Investment Committee for the club's charity and scholarship foundations. Riley enjoys spending time with close family and friends, keeping an active presence in the community, prioritizing fitness, working on his golf game, and traveling to his favorite tropical destinations each year.
Recognition
Riley was recognized in Fortune magazine’s Five Star Wealth Managers Under 40 list for 2024.