Samuel Pun

Samuel Pun is the Director at Freestone Capital Management, where they focus on client advising to address unique financial complexities and long-term goals. Previously, Samuel held positions including Associate Director and Client Service Manager at Sonen Capital, and Client Relations Manager at Scharf Investments. Their earlier career included roles such as Relationship Service Manager at Bank of America and Registered Client Service Associate at UBS Financial Services Inc. Samuel has served on the Board of Directors for the Family Services Agency of the Central Coast and currently participates as a Board member at the Community Foundation Santa Cruz County. They earned a Master’s degree in Financial Analysis from the University of San Francisco and a Bachelor’s degree in International Relations from the University of California, Davis.