Jennifer Sun

Associate Director, Private Wealth Client Services

Jennifer serves as an Associate Director, Private Wealth Client Services for Cresset. She brings more than 15 years of financial services experience supervising front, middle, and back office operations.

Over the course of her career, Jennifer has worked at First Republic Private Wealth Management, Wedbush Securities, Inc., E*TRADE Financial Corporation, as well as boutique investment firms where she was responsible for the oversight of portfolio accounting and performance, client servicing, operations, and compliance.

Jennifer earned a Bachelor of Arts in Economics and Political Science from the University of California, San Diego. She holds a professional designation of Registered Investment Advisor.