Samuel Pun, Cfa®, Cfp® Email & Phone Number

Drawing on his experience dealing with the complex needs of affluent individuals and families, Samuel Pun, CFA®, CFP®, helps provide holistic cross-border wealth management strategies for Asian-American and Asian clientele. These efforts include developing tailored strategies for each client’s specific need, whether that be a comprehensive asset management strategy or a multi-generational tax management & estate planning strategy.Drawing from his background in the investment banking and institutional investing worlds, Sam works to set himself apart from others in the wealth management industry. As a Senior Portfolio Manager, Sam draws from his institutional investing background to help construct a customized portfolio for each individual client, honed from his time at Goldman Sachs, J.P. Morgan, and T. Rowe Price.Sam works with Morgan Stanley’s Global Capital Markets team to help craft a tailored strategies to each of his client’s unique needs. He has experience helping plan for pre-liquidity events, conducting due diligence on Private Equity and Hedge Fund managers, and coordinating Equity Syndicate deals (IPO & Secondary Offerings).Sam holds the designation of Family Wealth Director, and is focused on educating high-net-worth clients on multi-generational planning issues. He places a special emphasis on educating second-generation clients about financial planning in future life situations, such as long-term investing and saving for retirement, planning around life milestones, navigating family dynamics, and philanthropy and legacy goals.Sam graduated Phi Beta Kappa (highest distinction) from Johns Hopkins University with a bachelor’s degree, double majoring in Applied Mathematics and Economics. Sam received his master’s degree in real estate with a concentration in finance from Harvard University. Furthermore, Sam holds the Chartered Financial Analyst® (CFA®) and Certified Financial Planner® (CFP®) designations.Sam is active in the community, and is a member of the Harvard Clubs of Boston and New York City. In his leisure time, he likes experimenting with LA’s thriving food scene, hanging out at the beach, and playing tennis. Sam is passionate about traveling the world and experiencing local culture, having already explored 90 countries across 6 continents. Some of his favorite destinations include Iceland, South Africa, Italy, Turkey, Saint Barthélemy, and Peru.Sam is a native English speaker and fluent in Mandarin Chinese.