Carolyn Barnette Joins Freestone Capital Management as Managing Director, Enhancing Investment Insights

Freestone Capital Management Welcomes Carolyn Barnette

On September 24, 2026, Freestone Capital Management, a prominent Seattle-based Registered Investment Advisor, made headlines with the announcement of Carolyn Barnette's appointment as Managing Director. With a robust career shaped by over 17 years of experience in the investment management field, Barnette's addition to Freestone's team is seen as a pivotal move aimed at elevating client advisory through insightful market perspectives.

A Wealth of Experience

Barnette's extensive portfolio includes a 13-year tenure at BlackRock, where she excelled as the Head of Market and Portfolio Insights for US Wealth. Her ability to decode complex market conditions into accessible insights is expected to play a crucial role in aiding Freestone’s advisers as they navigate the intricacies of client portfolios. Prior to her role at BlackRock, she headed the Metro Portfolio Consulting team, directly collaborating with advisory units to fine-tune model portfolios that cater to diverse client needs.

As she steps into her new position at Freestone, Barnette is poised to harness her previous experiences to foster a collaborative environment among the firm’s 18-person investment team. By synthesizing insights from the entire team, she aims to craft tailored commentary and resources that will enhance discussions around portfolio performance, market shifts, and investment strategies across various asset classes.

Enhancing Client Conversations

Freestone Capital Management has built a reputation on its commitment to delivering personalized client service alongside a comprehensive investment approach. In her new role, Barnette will provide clients with timely and relevant insights that support their financial objectives and deepen their understanding of the markets. Carolyn stated, "My career has centered on helping advisors and clients make sense of complex markets and portfolios. Freestone has built a differentiated investment platform, and I look forward to helping bring that platform to life through clear communication and thoughtful resources."

The firm’s current trajectory indicates a substantial growth, having evolved from an initial AUM of $250 million in 1999 to over $15 billion by mid-2026. This impressive expansion signals not only the firm’s commitment to managing wealth but also its capability in enhancing its advisory services, particularly through strategic hires like Barnette.

Positive Feedback from Leadership

Ann Gookin, Partner and Head of Investments at Freestone, expressed enthusiastic support for Carolyn’s arrival. "The moment I met Carolyn, it was clear that she elevates those around her," said Gookin. "Her ability to translate complexity into clarity will undoubtedly strengthen our relationship with clients and enhance the overall team dynamic. We eagerly anticipate the impact she will have across the board."

Freestone Capital Management aims to continue its tradition of thoughtful stewardship over capital, providing their clients with enduring advice that withstands market fluctuations. With Barnette’s extensive background and expertise, Freestone is set to further solidify its position as a leading wealth advisory firm.

Looking Ahead

As Carolyn Barnette embarks on this new chapter with Freestone Capital Management, both the firm and its clients are keenly aware of the potential for improved advisory services. Her focus on clear communication is expected to resonate well in creating a strong rapport with clients, ultimately enriching the holistic financial planning experience. The investment landscape is ever-evolving, and with leaders like Barnette, Freestone is equipped to stay at the forefront, committed to aligning its clients' financial strategies with their long-term goals.

For more information about Freestone Capital Management and their services, visit freestonecapital.com.