Larry Miles Joins $6B RIA Freestone as Chief Executive
Larry Miles Joins $6B RIA Freestone as CEO Miles, a former principal at AdvicePeriod, plans to help the RIA expand services to clients and get employee-owned Freestone national name recognition to lure more advisors to its ranks. Larry Miles, who stepped down from his role as a principal at Steve Lockshin’s registered investment advisor AdvicePeriod in September, has landed at West Coast-based Freestone Capital Management, an RIA with $6 billion in client assets and about 25 client-facing advisors. In his new role as president and CEO, Miles will help Freestone build out services to ...
Source: wealthmanagement.com