Samuel Pun
Director | Client Advisor | Silicon Valley, CA
spun@freestonecapital.com
Phone
415.510.6822
415.510.6850
Fax
206.707.7399
Samuel began his career at Bank of America’s International Private Bank as a relationship service manager. His experience supporting international clients continued at UBS’s International Division, helping overseas clients manage and service their investment portfolios through offshore trusts. He then transitioned to lead the client service team at Sonen Capital in San Francisco, where he guided high-net-worth individuals, foundations, and family offices to 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 on the board of directors at the Community Foundation of Santa Cruz County and serves as a member of the Finance and Investment committee. He is also Treasurer of the Board of Directors at the Family Services Agency of Central Coast, an organization that provides counseling and runs the 988-crisis hotline in Monterey, Santa Cruz, and San Benito counties. He serves on the board’s Audit and Planned Giving committees. Samuel is fluent in Cantonese and Mandarin.
Recognition
Samuel has been recognized by Five Star Professional as a Five Star Wealth Manager from 2023 to 2024.
The Five Star Wealth Manager award is administered by Five Star Professional (FSP) and was issued on 11/1/2024 for the time period covering 2/13/2024 through 8/30/2024 (for methodology, click https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials.