Jack Z. Sun

孙政,CFA®

投资组合经理

作为一名拥有超过 15 年美亚多资产投资经验的投资组合经理,孙政致力于与高净值及超高净值个人客户(UHNWI)和机构客户合作,设计量身定制、以目标为导向的投资解决方案,以帮助他们实现财务目标。他细致地执行和监控每项投资策略,确保其符合既定的投资目标。 在加入 Empirical 之前,孙政曾在多家大型金融服务公司担任投资管理及业务发展相关职位,承担着日益增长的领导责任。他流利使用中文普通话,并积极参与社区事务,目前在旧金山湾区的多个非营利组织董事会任职。

Contact
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Professional Designation

  • Chartered Financial Analyst
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Education

  • The Wharton School of the University of Pennsylvania
    • Executive Education in Economics of Blockchain & Digital Assets
  • The Pennsylvania State University
    • Bachelor of Science
    • Finance
      • Bachelor of Science, Economics
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Community Involvement

  • CFA Society of San Francisco Advisory Council
  • National Association of Securities Professionals Northern California Council
  • The Street Smarts Foundation Board of Directors
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Personal Interests

  • Golf
  • Spending time with family
  • Traveling
    • Having been to +60 countries

Phone:

(650) 254-6747

Address:

1300 S El Camino Real
Suite 302
San Mateo, CA