Robin Sun

Financial Planning and Portfolio Consultant at Ellis Investment Partners, LLC. - Berwyn, PA, US

Robin Sun's Colleagues at Ellis Investment Partners, LLC.
Katelyn Baehrle

Client Services Manager

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Antoinette Sun

Office Manager

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Jonathan Smith

Financial Planning & Portfolio Consultant

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Ross Muldoon

Director of Portfolio Management Operations

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Jennifer Garrett

Senior Portfolio Manager

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Derek Lemke

Certified Financial Planner

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David Sun

President & CIO

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Mobile Number
(XXX) XXX-XXXX
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HQ
484-320-6300
Location
Company
Ellis Investment Partners, LLC.
Robin Sun's Company Details
Ellis Investment Partners, LLC. logo, Ellis Investment Partners, LLC. contact details

Ellis Investment Partners, LLC.

Berwyn, PA, US • 20 - 49 Employees
Financial Services

Ellis Investment Partners LLC (EIP LLC) is a Registered Investment Adviser which provides investment management and financial planning services. Named after Ellis Island, the firm is comprised of professionals with significant years of experience within the financial services industry where many of the team members have been together for 10 to 20+ years. EIP LLC registered with the U.S. Securities and Exchange Commission in 2012 as a result of overwhelming support from colleagues and clients to move forward as an independent entity, staying true to the firm's business philosophy.

Investment Management Financial Planning Wealth Management Investment Managment Retirement Planning Investment Bank/Securities Brokerage Financial Advisory Services Financial Services
Details about Ellis Investment Partners, LLC.
Frequently Asked Questions about Robin Sun
Robin Sun currently works for Ellis Investment Partners, LLC..
Robin Sun's role at Ellis Investment Partners, LLC. is Financial Planning and Portfolio Consultant.
Robin Sun's email address is ***@ellisinvestmentpartners.com. To view Robin Sun's full email address, please signup to ConnectPlex.
Robin Sun works in the Financial Services industry.
Robin Sun's colleagues at Ellis Investment Partners, LLC. are Katelyn Baehrle, Antoinette Sun, Jonathan Smith, Ross Muldoon, Jennifer Garrett, Derek Lemke, David Sun and others.
Robin Sun's phone number is 484-320-6300
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