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David Yu-Wen Sun
Amministratore Delegato presso Ellis Investment Partners LLC
Posizioni attive di David Yu-Wen Sun
Società | Posizione | Inizio | Fine |
---|---|---|---|
Ellis Investment Partners LLC
![]() Ellis Investment Partners LLC Investment ManagersFinance Ellis Investment Partners LLC (EIP) is an independent, SEC-registered investment advisor 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. | Amministratore Delegato | 01/01/2011 | - |
Direttore degli Investimenti | 01/01/2011 | - | |
Fondatore | 01/01/2011 | - | |
Presidente | 01/01/2011 | - |
Storia della carriera di David Yu-Wen Sun
Formazione di David Yu-Wen Sun
Temple University (Pennsylvania) | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Founder | 1 |
Settori
Consumer Services | 2 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 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 advisor 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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