Tina Sun

Tina Sun, CFA, EA is the Founder and Managing Partner of Taurus Financial, a boutique financial services firm established in January 2017 that focuses on high-net-worth individuals, entrepreneurs, executives, and business owners, and has been recognized as a Forbes Top Best-in-State Financial Security Professional for three consecutive years (2022, 2023, 2024). Prior to this role, Tina Sun served as Vice President at Credit Suisse from June 2007 to December 2016, specializing in equity derivatives sales and the structuring of retail products, exchange-traded notes, and OTC hedging products. Tina Sun began the career as a Summer Analyst in a Sales and Trading program. Tina Sun holds a Master’s degree in Financial Engineering from the University of Michigan, and a BA in Economics with a minor in Law from Nanjing University, alongside further education at the National University of Singapore.