Nick Bucklin
Portfolio Manager-Fixed Income bei Freestone Capital Management LLC
Profil
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.
Aktive Positionen von Nick Bucklin
| Unternehmen | Position | Beginn |
|---|---|---|
Freestone Capital Management LLC
 Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Portfolio Manager-Fixed Income | 01.06.2021 |
Ehemalige bekannte Positionen von Nick Bucklin
| Unternehmen | Position | Ende |
|---|---|---|
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Portfolio Manager-Fixed Income | 01.05.2021 |
The Praetorian Group, Inc.
 The Praetorian Group, Inc. Information Technology ServicesTechnology Services The Praetorian Group, Inc. engages in the development of crypto currency. Its product PAX Coin, a real estate-backed crypto currency. The company was founded by Gerard Marrone and Louis Adimando on November 1, 2017 and is headquartered in Middle Village, NY. | Corporate Officer/Principal | - |
Ausbildung von Nick Bucklin
| Boston College | Undergraduate Degree |
| Haas School of Business | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
The Praetorian Group, Inc.
The Praetorian Group, Inc. Information Technology ServicesTechnology Services The Praetorian Group, Inc. engages in the development of crypto currency. Its product PAX Coin, a real estate-backed crypto currency. The company was founded by Gerard Marrone and Louis Adimando on November 1, 2017 and is headquartered in Middle Village, NY. | Technology Services |
