Freestone

Elemental Recycling Announces New Chief Executive Officer

Retrieved on: 
Thursday, January 11, 2024
Waste management, Material, Tailwater, Business, Texas State University, Tulane University, Hydrogen, Plastic, Recycling, MBA, Investment, University, Elemental, Organization, Plant, Freestone, Growth, Management

HOUSTON, Jan. 11, 2024 /PRNewswire/ -- Elemental Recycling ("Elemental"), a Houston-based company that produces high-purity graphene and hydrogen from mixed and contaminated plastics and other organics, today announced that David Hudson has joined the company as Chief Executive Officer ("CEO").

Key Points: 
  • HOUSTON, Jan. 11, 2024 /PRNewswire/ -- Elemental Recycling ("Elemental"), a Houston-based company that produces high-purity graphene and hydrogen from mixed and contaminated plastics and other organics, today announced that David Hudson has joined the company as Chief Executive Officer ("CEO").
  • Elemental is an investment of Freestone Holdco, LLC ("Freestone"), a portfolio company of Tailwater Capital LLC ("Tailwater").
  • Hudson has also held key executive positions at companies such as Ara Partners, Avangard Innovative, Recology, and Strategic Materials, Inc.
  • Elemental boasts an exceptional team, and I am eager to collaborate with each member as we navigate the path ahead.

Freestone Capital Management Hires Lizzie Hollis, JD as New Director of Wealth Strategy and Estate Planning

Retrieved on: 
Monday, November 27, 2023
Freestone, Political science, SAN, LLP, Trust, California State University, Finance, Bachelor of Arts, Estate planning, AUM, Management

SAN FRANCISCO, Nov. 27, 2023 /PRNewswire/ -- Freestone Capital Management ("Freestone") today announced that Lizzie Hollis has joined the firm's San Francisco office. As Managing Director, Wealth Strategy and Estate Planning, Hollis will report to Christine Opp, who leads the firm's financial planning efforts, and play a pivotal role in advancing Freestone's strategic vision. She will play a key role in expanding the firm's capabilities in supporting 26 advisors and their affluent clients.

Key Points: 
  • SAN FRANCISCO, Nov. 27, 2023 /PRNewswire/ -- Freestone Capital Management ("Freestone") today announced that Lizzie Hollis has joined the firm's San Francisco office.
  • As Managing Director, Wealth Strategy and Estate Planning, Hollis will report to Christine Opp, who leads the firm's financial planning efforts, and play a pivotal role in advancing Freestone's strategic vision.
  • Hollis brings more than 10 years of trust and estate planning experience to the position.
  • "Many of our client situations are incredibly complex," said Christine Opp, Managing Director, Client Advisor and Head of Financial Planning at Freestone.

Freestone Capital Management Hires Jonathan Wittlin Furthering San Francisco Office Growth

Retrieved on: 
Monday, October 23, 2023
San Francisco Bay Area, Insurance, Growth, Investment, Income tax, Knightsbridge Estates Trust Ltd v Byrne, SAN, Financial plan, Financial adviser, Freestone

SAN FRANCISCO, Oct. 23, 2023 /PRNewswire/ -- Freestone Capital Management today announced that Jonathan Wittlin has joined the firm's San Franciso office. He will report to Jim Hughes, Head of Client Advisory, and joins Freestone's team of 26 advisors.   

Key Points: 
  • SAN FRANCISCO, Oct. 23, 2023 /PRNewswire/ -- Freestone Capital Management today announced that Jonathan Wittlin has joined the firm's San Franciso office.
  • Wittlin brings more than 20 years of experience in assisting high net worth clients with their financial planning and investment management needs.
  • 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.
  • "I'm incredibly excited to join Freestone and to have the opportunity to partner with Freestone's robust in-house teams supporting wealth strategy and investments," said Wittlin.

Freestone Capital Management Appoints Jim Hughes Head of Client Advisory & Business Development

Retrieved on: 
Tuesday, July 18, 2023
Business development, Head, Business, Hughes, Accounting, Marketing Executives Network Group, AUM, Acquisition, Investment, Growth, Merrill (company), Financial adviser, Freestone

SEATTLE, July 18, 2023 /PRNewswire/ -- Freestone Capital Management today announced that Jim Hughes has been appointed as Head of Client Advisory and Business Development for the firm. He will report to Freestone President Erik Morgan, and assumes day-to-day responsibilities for maximizing revenue through the Client Advisory and Business Development teams.

Key Points: 
  • SEATTLE, July 18, 2023 /PRNewswire/ -- Freestone Capital Management today announced that Jim Hughes has been appointed as Head of Client Advisory and Business Development for the firm.
  • He will report to Freestone President Erik Morgan, and assumes day-to-day responsibilities for maximizing revenue through the Client Advisory and Business Development teams.
  • Hughes brings more than 25 years of executive experience in sales management, strategy, operations, and compliance for wealth management firms.
  • Hughes will lead a team of 27 client advisors and collaborate across investments, accounting, operations, client service and technology.

Miracle Mile Advisors Embarks on Next Phase of Growth Strategy with Appointment of Bruce Milam as Chief Executive Officer

Retrieved on: 
Tuesday, June 27, 2023
Partnership, Culture, RIA, Miracle, History, Freestone, Investment, Miracle Mile (Coral Gables), Miracle Mile, Growth, RIAS, Financial adviser, Management, Financial services, Corsair

LOS ANGELES, June 27, 2023 /PRNewswire/ -- Miracle Mile Advisors (Miracle Mile), a national, award-winning, independent registered investment adviser (RIA) offering highly customized, holistic wealth management to high-net-worth clients across the nation, has appointed Bruce Milam as the firm's first Chief Executive Officer.

Key Points: 
  • LOS ANGELES, June 27, 2023 /PRNewswire/ -- Miracle Mile Advisors (Miracle Mile), a national, award-winning, independent registered investment adviser (RIA) offering highly customized, holistic wealth management to high-net-worth clients across the nation, has appointed Bruce Milam as the firm's first Chief Executive Officer.
  • Previously, Mr. Milam worked for nearly a decade at Freestone Capital Management, an RIA based in Seattle, where he served as Chief Operating Officer.
  • "Miracle Mile's historic growth is impressive, and the firm has the necessary pieces in place to fuel the next stage of expansion," said Mr. Milam.
  • The expertise from Corsair with their proven track record in financial services will support Miracle Mile as it becomes a top RIA nationwide.

 Greystone Housing Impact Investors Reports Fourth Quarter and Annual 2022 Financial Results

Retrieved on: 
Thursday, February 23, 2023
Telephone, Board of Management St. Molaga's National School v The Secretary General of the Department of Education and Science, Bankruptcy, Housing, BUC, CAD, NYSE, Webcast, Stone Creek, Building material, San Diego State University, MRB, Investment, MRBS, Provision, Series, Partnership, GHI, Bucs, GIL, Partnership accounting, Sale, Suite, Management, Vantage, Cryptocurrency, Life insurance, Security (finance), Renewable energy, Financial services, Real estate, Internet service provider, Freestone

OMAHA, Neb., Feb. 23, 2023 (GLOBE NEWSWIRE) -- On February 23, 2023, Greystone Housing Impact Investors LP (NYSE: GHI) (the “Partnership”) announced financial results for the three and twelve months ended December 31, 2022.

Key Points: 
  • OMAHA, Neb., Feb. 23, 2023 (GLOBE NEWSWIRE) -- On February 23, 2023, Greystone Housing Impact Investors LP (NYSE: GHI) (the “Partnership”) announced financial results for the three and twelve months ended December 31, 2022.
  • “Our 2022 results were very strong,” said Kenneth C. Rogozinski, the Partnership’s Chief Executive Officer.
  • Advanced funds totaling $39.0 million under a mezzanine property loan to an affordable housing development fund in Los Angeles, California.
  • The Partnership will host a conference call for investors on Thursday, February 23, 2023 at 4:30 p.m. Eastern Time to discuss the Partnership’s Fourth Quarter 2022 results.

Freestone Announces Closing of Growth Financing for Waste Management Technology Leader WASTELINQ

Retrieved on: 
Tuesday, February 14, 2023
Growth, C&I, Transport, Tailwater, ERP, Renewable energy, Freestone

WASTELINQ utilizes innovative, proprietary technology to support its generator, broker and disposal facility customers by digitizing, standardizing and streamlining the profiling, transportation, disposal and treatment of C&I waste.

Key Points: 
  • WASTELINQ utilizes innovative, proprietary technology to support its generator, broker and disposal facility customers by digitizing, standardizing and streamlining the profiling, transportation, disposal and treatment of C&I waste.
  • By using technology to aggregate and optimize its customers' waste volumes, WASTELINQ is able to mitigate costly inefficiencies, reduce the number of trucks required for transportation and ensure waste is routed efficiently to the highest value facilities.
  • Today, the company operates in 46 states, and this investment by Freestone will support management in its ambitious near- and long-term growth objectives.
  • "Chris and the entire management team have unique environmental, waste and technology experience and a network of long-dated, deep relationships in the C&I waste space that have allowed them to quickly expand and scale the business.

Freestone Announces Promotions

Retrieved on: 
Wednesday, December 7, 2022
Momentum, RBC Capital Markets, Tailwater, Morgan Stanley, Public utility, Global Nature Fund, Great power, Investment, Growth, Elemental, Hydrogen, Carbon, Renewable energy, Management, Freestone

DALLAS, Dec. 7, 2022 /PRNewswire/ -- Freestone Holdco, LLC ("Freestone"), a portfolio company of Tailwater Capital LLC ("Tailwater") focused on disruptive energy transition investments, today announced the promotions of Ellen Wilkirson to Managing Director and Pierce Latham to Vice President, effective immediately.

Key Points: 
  • DALLAS, Dec. 7, 2022 /PRNewswire/ -- Freestone Holdco, LLC ("Freestone"), a portfolio company of Tailwater Capital LLC ("Tailwater") focused on disruptive energy transition investments, today announced the promotions of Ellen Wilkirson to Managing Director and Pierce Latham to Vice President, effective immediately.
  • "As we continue to grow the Freestone platform and partner with disruptive businesses enabling the transition to a more carbon-neutral economy, both Ellen and Pierce have played a significant role in our success to date, and I am pleased to recognize those contributions with these well-deserved promotions," said Alan Boswell, Managing Director at Freestone.
  • Ellen Wilkirson joined Freestone in April 2021 and has been instrumental in sourcing and evaluating the company's investments in Elemental Recycling and Momentum Technologies.
  • Pierce Latham joined Freestone in May 2021 and has made significant contributions to the execution of Freestone's investment strategy.

Tailwater Capital Expands Investor Relations and Communications Team With Senior Hires

Retrieved on: 
Monday, August 15, 2022
Public relations, Devon Energy, Carbon, Growth, Immersion, Investment, Communication, Recycling, Marketing, Global Energy Network Institute, Fortune 500, Strategic planning, Public affairs, Valliance Bank Tower, Solution, McMillan, ExxonMobil, Entrepreneurship, Tailwater, Freestone

DALLAS, Aug. 15, 2022 /PRNewswire/ -- Tailwater Capital LLC ("Tailwater"), a private equity firm that takes a full immersion approach to investing in energy and growth infrastructure solutions, today announced that John Schaufele and Jill McMillan have joined the firm to lead Tailwater's investor relations and communications functions to expand the Tailwater brand.

Key Points: 
  • "John and Jill are both exceptionally talented leaders, and we're thrilled to welcome them to the Tailwater team as we supercharge our investor relations and strategic communications functions," said Jason Downie, Co-Founder and Managing Partner of Tailwater.
  • As Managing Director, Head of Communications and Public Affairs, Ms. McMillan will lead Tailwater's internal and external communications, including public affairs, marketing and media relations, strategic planning as well as brand positioning.
  • As Managing Director, Head of Investor Relations and Fundraising, Mr. Schaufele will oversee all investor development, servicing and relationship management activities for the firm.
  • Tailwater has raised more than $3.7 billion in committed capital since inception and the team has executed more than 100 transactions representing over $22 billion in value.

FREESTONE ANNOUNCES CLOSING OF GROWTH FINANCING FOR ELEMENTAL RECYCLING

Retrieved on: 
Tuesday, August 2, 2022
Momentum, Carbon, Investment, Municipal solid waste, CEO, Recycling, Partnership, Solution, Building material, Elemental, The Company, Plastic, Lubricant, Technology, Company, Tailwater, Hydrogen, LLC, Growth, Lithium, Renewable energy, Freestone

Founded in 2019, Elemental will own and operate recycling facilities that use a patented single-step process to efficiently convert organic waste material into high-purity graphite and hydrogen.

Key Points: 
  • Founded in 2019, Elemental will own and operate recycling facilities that use a patented single-step process to efficiently convert organic waste material into high-purity graphite and hydrogen.
  • "Elemental provides a low-cost source of graphite supply that is both environmentally friendly and made right here in the United States."
  • Freestone and Tailwater's experience in the recycling, critical minerals and energy infrastructure industries will be invaluable as we seek to establish Elemental as a leading provider of recycling solutions and low-cost, clean graphite supply," said Tom Samuels, CEO of Elemental.
  • "Elemental represents a compelling opportunity to address critical waste and energy transition minerals supply challenges and complements Tailwater's existing portfolio of waste-to-value recycling and byproduct management investments."