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

Editorial Staff

26 October 2023

Lowenstein Sandler
US law firm  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.