client service associate
Luke Freeman
Luke Freeman is a Client Service Associate at Capital Advantage. He is responsible for the day-to-day servicing of client requests, as well as assisting with maintaining accounts and financial planning.
Prior to joining Capital Advantage, Luke worked in wealth management services as a Sales Associate at Main Management. He is eager to build strong relationships with Capital Advantage’s clients and offer exceptional, personalized support.
Luke lives in San Francisco, and enjoys attending Giants games, spending quality time with friends and family, playing rugby for the Olympic Club, unwinding in Lake Tahoe, and taking long walks with Gus, his Golden Retriever.
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