About Tina Sun, CFA

Tina (Yan) Sun, CFA

Vice President








Tina Sun worked on Wall Street (Credit Suisse) for 10 years as an equity derivatives specialist, responsible for marketing and distributing structured products to private banks, broker dealers, and RIAs. She earned her M.S. in Financial Engineering from University of Michigan and B.A. in Economics from Nanjing University. Tina is a Charted Financial Analyst (CFA) charter holder.

Tina currently holds her series 7, 55, and 63 securities registrations through LPL  and is life and health insurance licensed.


Fax: 617-370-0507
Email: tina.sun@lpl.com



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