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David Yu-Wen Sun
Directeur Général chez Ellis Investment Partners LLC
Postes actifs de David Yu-Wen Sun
Sociétés | Poste | Début | Fin |
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Ellis Investment Partners LLC
![]() Ellis Investment Partners LLC Investment ManagersFinance Ellis Investment Partners LLC (EIP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded by David Y. Sun in 2011. EIP provides investment management and financial planning services to individuals, high-net worth individuals, trusts, estates and charitable organizations, small businesses, pension plans, and other institutional accounts. | Directeur Général | 01/01/2011 | - |
Directeur en chef des Investissements | 01/01/2011 | - | |
Fondateur | 01/01/2011 | - | |
President | 01/01/2011 | - |
Historique de carrière de David Yu-Wen Sun
Formation de David Yu-Wen Sun
Temple University (Pennsylvania) | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Founder | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Ellis Investment Partners LLC
![]() Ellis Investment Partners LLC Investment ManagersFinance Ellis Investment Partners LLC (EIP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded by David Y. Sun in 2011. EIP provides investment management and financial planning services to individuals, high-net worth individuals, trusts, estates and charitable organizations, small businesses, pension plans, and other institutional accounts. | Finance |
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