Andrew Erisman (Freestone Capital Management)

A Rude and Indecent Financial Advisor

Andrew Erisman has been my dad’s financial advisor for some time now. He seemed like a decent guy in the beginning but now, he has become horrible. My dad told me that he doesn’t like the way Andrew talks to him. It is very disrespectful. On top of that, it seems obvious that Andrew talks to him like this deliberately. I mean Andrew talks to him this way to make him feel inferior in some way. That guy either has some serious problems or has forgotten how he should behave with clients. In any case, that’s not a good quality for any professional let alone a wealth advisor. That’s why I advise others to avoid hiring Andrew Erisman. 

My dad has tried to object to such behaviour but Andrew doesn’t acknowledge that. Either he doesn’t like to take criticism or he is oblivious to it. In both cases, it makes conversations difficult for my father. Andrew once used some words in a meeting that my dad didn’t like. I can’t write those words here. Obviously, my dad was shocked to hear such a horrible thing coming from his advisor’s mouth. Anyone would be shocked. After all, they were in a professional setting – an advisor was meeting with his client. There’s no way my dad would have tolerated such behaviour. But he is trapped with Freestone Capital at the moment. 

Similar Review: Andrew Katz

If you’re looking for a wealth advisor and have come across the name of Andrew Erisman, then please avoid him. That man doesn’t know how to talk to clients or how to behave with clients. Moreover, there are many wealth advisors in the industry. You don’t have to hire one which can’t talk properly with you. Any wealth advisor who talks rudely with his clients is clearly an unprofessional one.

That person doesn’t care enough about his clients to treat them with respect. I believe Andrew has grown complacent and is an egoist. He is full of himself and thinks others are inferior to him. It’s a genuine possibility, considering he tries to surround himself with ‘Yes Men’ all the time. So, it would be wise to avoid working with this man. Not only does he not care about how his clients feel but he also remains oblivious to his rude behaviour. Hiring him can be a nightmare for you or your relatives. Please take my review seriously and avoid working with that man. 

Who is Andrew Erisman?

For the sake of clarity, I’ll explain who is this Andrew Erisman person I’m talking about. After all, I don’t want some random person to get mad at a different Andrew. 

Andrew Erisman is a client advisor at Freestone Capital Management. He has CIMA certification where CIMA stands for Certified Investment Management Analyst. Andrew joined Freestone Capital Management as a client advisor in May 2009. He has been working with them since then. 

Did You Know?

Offered by Investments and Wealth Institute, the CIMA certification is a credential that mark the expertise and competence in investment management and portfolio construction. CIMA certification can be enrolled by any individual all over the globe by the institute.

Read also about: Andrew Kirby

As you can see, Andrew has a very attractive profile. He is qualified and experienced. That’s a big reason why my dad hired him. He just never expected Andrew to turn out to be a rude, indecent, and unprofessional person. If he had any idea that Andrew would be an indecent and rude advisor, he wouldn’t have hired that guy. But he did, and now he is paying the price for it.

I don’t want anyone to suffer the way he is suffering right now. He hates working with Andrew and I’m pretty sure many of his other clients hate him too. They are probably working with him because they don’t want to face any drama or hassle of switching wealth advisors. You should avoid Andrew Erisman. 

Andrew Erisman of Freestone Capital Management uses offensive words, is indecent, and a rude wealth advisor. You should avoid working with a service provider that gets jealous of your finances, and Andrew is one of them.

3.1 Total Score
Rude and Arrogant

Andrew talks in a very indecent manner with his clients. It seems as if he wants to feel superior to them. He has even used offensive words in a client meeting. For the sake of your self-respect, please avoid hiring Andrew Erisman of Freestone Capital Management.

  • Highly Experienced
  • Rude
  • Arrogant
  • Indecent
  • Careless
  • Has Ego Issues
  • Talks Poorly
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