Investment Truths: Staying rational in times of market volatility

Learn more facts and perspectives which will help you stay focused on the long term and navigate the market disruptions. 

Speaker

Samuel Pun – Director, Freestone Capital Management

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 to 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 advising private wealth clients. 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.

Note: This event is virtual life on Zoom. The webinar won't be recorded and recording is prohibited during the presentation.