Robin Sun

Robin Sun initially joined Ellis Investment Partners, LLC over five years ago as a technical adviser
coordinating the development and implementation of technology infrastructure needs for the newly
established firm. His extensive background in technology makes him a vital member of the Portfolio
Management Operations Team where he is involved in the streamlining of processes for Research and
Analysis and ensuring that any portfolio management tools used by EIP LLC is at the forefront of the
industry. As of January 2018, Robin has accepted the role of Information & Technology Officer for EIP
LLC. In this capacity, he is responsible for developing cybersecurity policies & procedures, assisting the
Chief Compliance Officer in the enforcement of cybersecurity guidelines, supporting the smooth
operation of computer networks & programs and maintaining our website.

After attending University of California, Irvine, he worked for Vilink Communications, a fiber optic
communications equipment manufacturer, as their Marketing Specialist and IT Manager. In his role, he
provided consultation to various businesses and government agencies (domestic & international) on the
design and implementation of new technologies for security monitoring and communications. Upon
leaving Vilink Communications, Robin joined Howie’s Game Shack as their IT Director where he
planned/managed the construction, setup and launch of new store locations across Southern California
and Arizona. Robin holds a BA in Sociology from the University of California, Irvine.

With over 15 years of experience in the technology industry, Robin has been providing qualitative insight
into various technology companies that are being tracked by the Investment Committee. His feedback
on understanding the dynamic characteristics associated with the evolution of technology and its impact
on competitive factors driving corporate fundamentals has been extremely valuable. During his tenure
with EIP LLC, he has completed all of the education coursework requirements for the Certified Financial
Planner (CFP) designation and is eligible to sit for the exam. In addition to his role within the firm, Robin
also assists individuals and families with their financial planning needs including portfolio reviews.

Robin and his wife, Theresa, have been married for over 10 years and reside near Los Angeles, CA with
their two daughters.

 

 

Email: robin.sun@ellisinvestmentpartners.com