Sean Sun
Portfolio Manager-Equities at Thornburg Investment Management, Inc.
Profile
Mr. Sean K.
Sun, CFA MBA, is a Portfolio Manager & Managing Director at Thornburg Investment Management, Inc. He joined the firm in 2012 as an Equity Research Analyst and was promoted to Associate Portfolio Manager in 2015 and Portfolio Manager in 2017.
Prior to joining Thornburg, Mr. Sun held portfolio analysis and modeling positions at Bank of America.
Prior to business school, he was a product manager at HSBC.
He holds an MBA with concentrations in finance and entrepreneurship from the University of Chicago Booth School of Business and a BA in economics from the University of California at Berkeley, where he was a Regents’ and Chancellor’s Scholar.
He is also a CFA charter holder.
Sean Sun active positions
| Companies | Position | Start |
|---|---|---|
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Portfolio Manager-Equities | 2014-12-31 |
Former positions of Sean Sun
| Companies | Position | End |
|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 2011-12-30 |
HSBC Finance Corp.
 HSBC Finance Corp. Finance/Rental/LeasingFinance HSBC Finance Corp. operates as a holding company with interests in providing lending products. The company was founded in 1878 and is headquartered in Arlington Heights, IL. | Corporate Officer/Principal | - |
Training of Sean Sun
| The University of Chicago Booth School of Business | Masters Business Admin |
| University of California, Berkeley | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 2 |
|---|---|
Thornburg Investment Management, Inc.
Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Finance |
HSBC Finance Corp.
HSBC Finance Corp. Finance/Rental/LeasingFinance HSBC Finance Corp. operates as a holding company with interests in providing lending products. The company was founded in 1878 and is headquartered in Arlington Heights, IL. | Finance |
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