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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