David Yu-Wen Sun
Chief Executive Officer at Ellis Investment Partners LLC
David Yu-Wen Sun active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 2010-12-31 | - |
| Chief Investment Officer | 2010-12-31 | - | |
| Founder | 2010-12-31 | - | |
| President | 2010-12-31 | - |
Career history of David Yu-Wen Sun
Training of David Yu-Wen Sun
| Temple University (Pennsylvania) | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
| Founder | 1 |
Sectoral
| Consumer Services | 2 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
- Insiders
- David Yu-Wen Sun
- Experience
