Jan Hayden Freeman

Title:Client Service & Operations Manager

Misty Hubly

With a finance and investment industry career spanning over 40 years, Jan serves as a Client Service & Operations Manager for the Firm’s Richmond office.

Jan brings a multitude of experience to Cherry Bekaert Wealth Management. She spent over 20 years as director of mutual fund administration. Most recently, Jan was an investment accountant and trading desk support for a local firm.

A Virginia native, Jan enjoys getting to know her clients and providing them with outstanding service that addresses their financial and investment needs. Her background in securities and lengthy career as a client liaison reinforces her effectiveness as a Client Service & Operations Manager.

Areas of Expertise

  • Client Services
  • Financial Services
  • High-Net-Worth Individuals
  • Operations
  • Wealth Management