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Investment Specialists

Michael Sun, CFA®

Executive Director
Portfolio Manager

704.927.4104

Background

Michael Sun, CFA®, Executive Director, joined SCM in 2009 and has investment experience since 1998. Michael is a Senior Fixed Income Portfolio Manager responsible for the fixed income structured products. Prior to joining SCM, he served as vice president, portfolio manager/senior research analyst for Evergreen Investments. Michael received his B.S. in Geography from Nanjing University, his M.S. in Urban and Regional Study from Beijing University and his M.A. in Economics from Bowling Green State University. He holds the Chartered Financial Analyst® designation.

Area of Focus

  • Securitized Products

Previous Experience

  • Wachovia Bank
  • Wells Fargo

Education

  • M.A. Bowling Green State University
  • M.S. Beijing University
  • B.S. Nanjing University

Affiliations & Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
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