Samuel’s career began at Bank of America’s International Private Bank as a relationship service manager. His experience working with international clients continued at UBS’s International Division, assisting overseas clients manage and service their investment portfolios through offshore trusts. His career continued at Sonen Capital in San Francisco leading the client services team and assisting high net worth individuals, foundations, and family offices develop socially responsible and impact investing portfolios.
Prior to joining Freestone, Samuel was a client relationship manager at Scharf Investments serving private wealth clients.
Samuel earned a BA in International Relations from the University of California, Davis and a Master of Science in Financial Analysis from the University of San Francisco.
In his spare time, Samuel enjoys traveling and is an avid hiker. He is Vice President of the Board of Directors for the Family Services Agency of Central Coast providing counseling and other supportive services in Monterey, Santa Cruz and San Benito counties. He also serves on the Board's Audit and Planning Giving Committee. Samuel is fluent in Cantonese and Mandarin.
101 California Street
San Francisco, CA 94111
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