People Moves

Who's Moving Where In Wealth Management? – Lowenstein Sandler, Freestone

Editorial Staff October 26, 2023

Who's Moving Where In Wealth Management? – Lowenstein Sandler, Freestone

The latest moves and appointments in wealth management in the Americas.

Lowenstein Sandler
US law firm Lowenstein Sandler has appointed Michael D Saarinen to join its investment management group as a partner in its New York office.

Saarinen, who is the co-chair of Lowenstein's fund formation and structuring group, has more than two decades of experience representing US and global fund sponsors in a wide range of fund offerings and products.  

Prior to this role, Saarinen was formerly a partner in Shearman & Sterling's investment funds practice. Other joiners in the investment space in the law firm include Jonathan A Danziger and Kevin S Zadourian.

With more than 350 lawyers, the firm operates from offices in New York, Palo Alto, New Jersey, Utah, and Washington, DC. 

Freestone Capital Management
Freestone Capital Management has appointed Jonathan Wittlin to join a team of 26 advisors in its San Franciso office. He will report to Jim Hughes, head of client advisory.   

Wittlin brings more than 20 years of experience in assisting high net worth clients with their financial planning and investment management needs. He was most recently with a San Francisco registered investment advisor. Prior to that, Wittlin spent 16 years with Lenox Advisors building out and leading their Financial Planning practice.

Founded in 1999, Freestone is an independent and employee-owned, fee-only wealth advisory and asset management firm that has grown from $250 million to over $8 billion in assets under management.

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