Wealth Management | Financial Planning and Asset Management | Freestone | Icebreaker

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Wealth Management | Financial Planning and Asset Management | Freestone | Icebreaker

Wealth Management | Financial Planning and Asset Management | Freestone

Freestone is an independent Seattle-based wealth services firm with offices throughout California and Alaska, helping clients focus on what truly matters.

6 members

Contact info

Link

freestonecapital.com

Members

Max Canfield, CFP®

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Director | Freestone Capital

Max Canfield, CFP®

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Senior Associate | Freestone Capital

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Investing in AI at Pantera Capital | Co-Founder @ MITxH Accelerator | MIT Sloan MBA | Brown University

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Senior Product Marketing Manager, Emerging Technologies at Twilio. How did I get here? My journey started with a Finance and Economics degree from Northeastern University. Throughout those college years, I took on numerous odd jobs, working tirelessly to fund my education. On top of that, I proudly embraced the challenge of competing as a member of the Division 1 Varsity Rowing Team, showcasing my commitment both in academics and on the water. Launching my career in Finance, I ventured into the world of Management Consulting, before making my way to a boutique Wealth Management firm on the Investment Team. However, my life took an intriguing turn when I found myself in Seattle, where the vibrant tech scene captured my curiosity and imagination. It was then that I decided to take a leap into the realm of Tech Startups, craving the excitement and innovation that it promised. Embracing this new path, I landed a thrilling role in Growth Marketing at Convoy where I was responsible for implementing, scaling, and owning our customer engagement tool as we went through a hyper-growth period. A golden opportunity soon presented itself when I was offered a role at Iterable, a leading cross-channel marketing platform, as their second Product Marketing Manager hire in San Francisco. I eagerly embraced the challenge, thriving in the dynamic environment and contributing significantly to the company's success. As a next challenge, I was given the opportunity to join Twilio, on their Emerging Technologies team to help launch groundbreaking products such as Twilio Engage. Beyond my career, I'm an avid adventurer at heart. Skiing, mountaineering, rock climbing, hiking, camping – these are the pursuits that capture my attention. Additionally, I have a passion for racing bicycles and exploring new destinations during my travels. I'm always on the lookout for recommendations!

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I believe good design can be invisible but also stop you in your tracks.‍ I am curious, empathetic, and fascinated with puzzles. I love problem-solving, getting my hands in the mix, and learning what makes other people tick. When I’m not working on UX projects, I design window displays, am a regular contributor to the comic quarterly Hair Flip (previously Thick as Thieves), and am an avid local art collector. Impact is always greater than intent.

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