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Nick Bucklin Cfa

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Nick Bucklin Cfa

Managing Director - Client Advisor | Freestone Capital Management

United States

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Nick Bucklin Cfa

Summary

Nick Bucklin is a seasoned investment professional currently serving as the Managing Director at Freestone Capital Management. With a robust background in alternative investments and asset management, he has dedicated his career to simplifying wealth complexities for clients. His expertise spans financial analysis, portfolio management, and the development of tailored investment strategies. Nick holds an MBA from the Haas School of Business at UC Berkeley and has previously managed portfolios at Franklin Templeton Investments. His diverse experience includes roles in education, where he taught English in Costa Rica and Panama, showcasing his adaptability and commitment to personal growth. Nick's approach is client-centric, ensuring that investment portfolios align with individual goals and values, including philanthropic interests. He is passionate about leveraging his skills to create impactful financial solutions for his clients.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Government Experience

Nick Bucklin Cfa

Work Experience

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Managing Director - Client Advisor at

Freestone Capital Management

June 2021 - Present

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Vice President / Portfolio Manager at

Franklin Resources, Inc.

November 2016 - May 2021

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Portfolio Manager at

Franklin Resources, Inc.

August 2009 - November 2016

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Futures Associate at

Franklin Resources, Inc.

March 2008 - August 2009

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Relationship Manager at

Praetorian Digital

December 2006 - February 2008

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English Teacher at

Languagecorps Inc.

September 2005 - May 2006

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Nick Bucklin Cfa

Education

Haas school of Business, UC Berkeley, Master Of Business Administration (Mba)

January 2013 - January 2016

Boston College

January 2002 - January 2005

cate school

January 1998 - January 2001

Frequently Asked Questions about Nick Bucklin Cfa

What is Nick Bucklin Cfa email address?

Nick Bucklin Cfa's primary email address is ****@freestonecapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Nick Bucklin Cfa work for?

Nick Bucklin Cfa is a Managing Director - Client Advisor at Freestone Capital Management, a company specializing in Functions related to depository banking.

Where Nick Bucklin Cfa graduated from?

Nick Bucklin Cfa holds a degree in from Haas school of Business, UC Berkeley.

How can I directly contact Nick Bucklin Cfa?

To contact Nick Bucklin Cfa directly, you can use the email address ****@freestonecapital.com. Complete contact information is available upon registration with Muraena.

Who is Nick Bucklin Cfa?

Nick Bucklin is a seasoned investment professional currently serving as the Managing Director at Freestone Capital Management. With a robust background in alternative investments and asset management, he has dedicated his career to simplifying wealth complexities for clients. His expertise spans financial analysis, portfolio management, and the development of tailored investment strategies. Nick holds an MBA from the Haas School of Business at UC Berkeley and has previously managed portfolios at Franklin Templeton Investments. His diverse experience includes roles in education, where he taught English in Costa Rica and Panama, showcasing his adaptability and commitment to personal growth. Nick's approach is client-centric, ensuring that investment portfolios align with individual goals and values, including philanthropic interests. He is passionate about leveraging his skills to create impactful financial solutions for his clients.

Nick`s contact details

mail

****@freestonecapital.com

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