Nick Bucklin

Nick Bucklin

Portfolio Manager-Fixed Income en Freestone Capital Management LLC .

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Perfil

Mr. Nicholas K.
Bucklin, CFA MBA, is a Director of Business Development Officer & Client Advisor at Freestone Capital Management LLC.
He is focused on providing comprehensive wealth management services for clients.
He utilizes customized financial planning, investment management, and estate planning solutions tailored to each individual and family’s needs and objectives.
At Franklin, he was a Vice President and Portfolio Manager.
He managed a variety of fixed income portfolios, including customized separate accounts for high net worth individuals and institutions, mutual funds, and exchange traded funds.
He earned his MBA from UC Berkeley, Haas School of Business and a BA from Boston College.
He holds the Chartered Financial Analyst designation.

Cargos activos de Nick Bucklin

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Portfolio Manager-Fixed Income 01/06/2021
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Portfolio Manager-Fixed Income 01/05/2021
Corporate Officer/Principal -
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Formación de Nick Bucklin.

Haas School of Business Masters Business Admin
Boston College Undergraduate Degree

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