Picture of Samuel Pun

Samuel Pun

Director San Francisco, CA

Live in each season as it passes; breathe the air, drink the drink, taste the fruit, and resign yourself to the influence of the Earth.
Henry David Thoreau

Samuel’s career began at Bank of America’s International Private Bank as a relationship service manager over 13 years ago. 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.

Education

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.

Outside Freestone

In his spare time, Samuel enjoys traveling and is an avid hiker. He is a board member of the Family Services Agency of Central Coast providing counseling and other supportive services in Monterey, Santa Cruz and San Benito counties. Samuel is fluent in Cantonese and Mandarin.

Location

101 California Street

Suite 1825

San Francisco, CA 94111

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