Samuel Pun

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.