Empirical Wealth Management
Jack Z. Sun, CFA, currently serves as a Portfolio Manager at Empirical Wealth Management since 2023. Prior experience includes roles such as SVP of North America at Cephei Capital, where a growth at reasonable valuation approach was emphasized, and a Senior Investment Advisor at PNC. Jack's background also encompasses positions at NMG Consulting, Credit Suisse, BNY Mellon, BlackRock, and Nittany Lion Fund, showcasing expertise in investment consulting, portfolio management, and business development across various sectors and regions. In terms of education, Jack is currently enrolled in Wharton Executive Education and Stanford University, holding a Bachelor of Science degree in Finance and Economics from Penn State University.
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Empirical Wealth Management
Empirical, headquartered in Seattle, WA works with and services clients with a commitment to excellence in investment + tax + financial advisory services. Empirical has offices in Seattle, Bellevue, Spokane, Portland, San Francisco, Los Gatos and Irvine and services clients all over the country. Empirical provides financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. Our mission is to provide you with the most effective, unbiased investment and financial planning advice available. Rather than just being another Financial Advisor, Empirical strives to be a Personal Financial Advocate, working to help our clients make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of an overall customized financial plan. This strategy is simple, yet profound for our clients: the greater the number of prudent financial choices our clients make, the more quickly clients will get to where they want to be. Empirical strives to do all that we can to help capitalize and realize those very possibilities.