Nick Sun, CFS®

Portfolio Strategist


Nick Sun is a graduate of Kutztown University with a BSBA in Business Management. Prior to completing his undergraduate studies, he worked as an intern at Ellis Investment Partners, LLC (EIP LLC) during summer and winter breaks. He quickly learned various aspects of the portfolio management process while providing support to overall operations. Upon graduating in 2013, Nick continued in a part-time capacity at EIP, LLC and started positions at two other organizations for additional experience in retail and food services. His time at Abercrombie & Fitch and Wegman’s exposed him to two very different corporate cultures which formed a strong basis in understanding how corporations perform beyond financial statements.

Nick assumed a full-time role as Portfolio Strategist in April of 2016 during the expansion of operations to support the firm’s commitment to clients as EIP, LLC continued to grow at a rapid pace. With over 3 years of experience in the financial services industry and the completion of the CFS® designation, he is an integral part of the Portfolio Management Operations Team (PMOT). As a member of the PMOT, Nick works closely with our consultants in the construction & monitoring of portfolios. He is also actively involved in research & analysis where his focus is in the area of individual equity securities. He constantly screens ongoing lists of companies seeking possible “buy” candidates that meet our fundamental parameters and updates necessary data to determine future actions on companies that are on our “Action List.”

Nick currently sits on the Board of Trustees as a voting member.

On a personal note, Nick and his wife, Kelsey, enjoy travel, dining, movies, music and cooking. Growing up as an athlete has evolved into a love for all sports ranging from Baseball to Formula 1 Racing.


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