David Yu-Wen Sun

Mr. David Y.
Sun, CFA, is a President & Chief Investment Officer at Ellis Investment Partners LLC.
He is also the founder of the firm.
He has over 34 years’ experience in the investment industry.
In his role as Chief Investment Officer, he oversees all aspects of the Investment Process including Investment Research and Analysis.
As one of the moderators for the firm’s Investment Committee Meetings, he is able to provide extensive feedback on both macroeconomic issues and individual securities.
In addition to his responsibilities at the firm level, he is also actively involved in portfolio construction and ongoing reviews for both individual and institutional accounts.
Prior to founding the firm, he was associated with Capital Management Services, Inc. where he served as the firm’s Director of Investments/Chief Investment Officer from November 2000 to December 2008 and Senior Portfolio Manager from January 2008 through March 2012.
Prior to joining Capital Management Services, Inc., he was associated with Lincoln Financial Group, where he served as Regional Director of Investments from April 1990 through November 2000.
A 1988 graduate of Temple University, he earned a BBA in Business Management with minors in both Finance and Economics.