Jack Z. Sun, Cfa (孙政)

Jack Z. Sun, Cfa (孙政) Email and Phone Number

Multi-Asset Portfolio Manager | Empirical Wealth Management @ Empirical Wealth Management
Jack Z. Sun, Cfa (孙政)'s Location
San Francisco Bay Area, United States, United States
Jack Z. Sun, Cfa (孙政)'s Contact Details

Jack Z. Sun, Cfa (孙政) personal email

Jack Z. Sun, Cfa (孙政) phone numbers

About Jack Z. Sun, Cfa (孙政)

Client-centric, goal-oriented investment professional with +15 years of multinational work experience in business development and relationship management. Consistently demonstrate leadership in motivating colleagues to exceed business expectations. Successful in partnering with senior executives in identifying and growing new strategic sales opportunities. Highly adaptable to change and fast-paced work environments. Emphasize diversity and inclusion in all settings. Fluent in business Mandarin, working towards proficiency in Cantonese and German. Avid international traveler to +50 countries worldwide.

Jack Z. Sun, Cfa (孙政)'s Current Company Details
Empirical Wealth Management

Empirical Wealth Management

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Multi-Asset Portfolio Manager | Empirical Wealth Management
Jack Z. Sun, Cfa (孙政) Work Experience Details
  • Empirical Wealth Management
    Portfolio Manager
    Empirical Wealth Management 2023 - Present
    Seattle, Wa, Us
    https://www.empirical.net/
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  • Cephei Capital
    Svp Of North America
    Cephei Capital 2021 - 2022
    Beijing, Cn
    Cephei Capital was founded in 2006 to partner with institutional investors in the US, Europe and Asia.With +$9 billion AUM today, the investment team takes a growth at reasonable valuation and contrarian-oriented approach with a long-term investment horizon:https://www.cdhfund.com/index.php/a/lists/catid/168/
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  • Pnc
    Sr. Investment Advisor, Institutional Asset Management
    Pnc 2019 - 2021
    Pittsburgh, Pennsylvania, Us
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  • Nmg Consulting
    Investment Consulting - Thought Leadership
    Nmg Consulting 2017 - 2019
    Singapore, Sg
    Consulted clients from North America and Asia, including Sovereign Wealth Funds, Pensions, Insurance and Non-Profit Organizations.https://nmg-group.com/businesses/nmg-consulting/
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  • Credit Suisse
    Vice President, Senior Portfolio Specialist
    Credit Suisse 2016 - 2017
    Zurich, Ch
    Advised UHNWI and Institutional clients on multi-asset investments, managed $1.8 billion in AUMResponsible for Business Development of Discretionary Portfolio Management penetration for the Greater China market, total AUM +$110 billionAwarded “Best DPM Service Offering” of 2017, recognized by the Asian Private Banker
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  • Bny Mellon
    Vice President, Business Development & Investment Strategy
    Bny Mellon 2013 - 2015
    New York, Ny, Us
    Investment Product & Distribution, Managed Investments - Asia Pacific
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  • Blackrock
    Associate Portfolio Manager, Multi-Asset Solutions
    Blackrock 2008 - 2013
    New York, Ny, Us
    Multi-Asset Strategies, Institutional Separate Accounts
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  • Nittany Lion Fund, Llc
    Director Of Equity Research
    Nittany Lion Fund, Llc 2007 - 2009
    University Park, Pennsylvania, Us
    Head of research for the Nittany Lion Fund, responsible for spearheading weekly and quarterly Investment Committee meetings with 18 fund managers.
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Jack Z. Sun, Cfa (孙政) Skills

Portfolio Management Investments Fixed Income Equities Bloomberg Asset Allocation Financial Analysis Valuation Mutual Funds Series 7 Asset Management Investment Advisory Public Speaking Hedge Funds Management Investment Strategies Separately Managed Accounts Portfolio Optimization Relationship Management Bloomberg Terminal Financial Services Financial Modeling Private Banking Wealth Management Corporate Finance Portfolios Bonds Series 66 Etfs Investment Management Trading Capital Markets Securities Risk Management Sales Management Strategic Communications Negotiation Communication Sales Business Development Leadership Finance Alternative Investments Financial Markets Banking Private Equity

Jack Z. Sun, Cfa (孙政) Education Details

  • Wharton Executive Education
    Wharton Executive Education
    Economics Of Blockchain & Digital Assets
  • Stanford University
    Stanford University
    Machine Learning & Articial Intelligence
  • Penn State University
    Penn State University
    Economics

Frequently Asked Questions about Jack Z. Sun, Cfa (孙政)

What company does Jack Z. Sun, Cfa (孙政) work for?

Jack Z. Sun, Cfa (孙政) works for Empirical Wealth Management

What is Jack Z. Sun, Cfa (孙政)'s role at the current company?

Jack Z. Sun, Cfa (孙政)'s current role is Multi-Asset Portfolio Manager | Empirical Wealth Management.

What is Jack Z. Sun, Cfa (孙政)'s email address?

Jack Z. Sun, Cfa (孙政)'s email address is ja****@****tal.com

What is Jack Z. Sun, Cfa (孙政)'s direct phone number?

Jack Z. Sun, Cfa (孙政)'s direct phone number is +852379*****

What schools did Jack Z. Sun, Cfa (孙政) attend?

Jack Z. Sun, Cfa (孙政) attended Wharton Executive Education, Stanford University, Penn State University.

What skills is Jack Z. Sun, Cfa (孙政) known for?

Jack Z. Sun, Cfa (孙政) has skills like Portfolio Management, Investments, Fixed Income, Equities, Bloomberg, Asset Allocation, Financial Analysis, Valuation, Mutual Funds, Series 7, Asset Management, Investment Advisory.

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