Nick Bucklin, CFA, is a Managing Director and Client Advisor at Freestone Capital Management, where they focus on simplifying the complexities of wealth through customized wealth planning and investment portfolio design. Before joining Freestone in 2021, Nick held various roles, including Vice President and Portfolio Manager at Franklin Templeton Investments, where they managed institutional portfolios, and Relationship Manager at Praetorian Group Inc. In addition, Nick has experience teaching English in Costa Rica and Panama. They earned a Master of Business Administration (MBA) from the Haas School of Business at UC Berkeley.
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