Sun PakSun PakClient Associate
About Sun
Sun Pak is a Client Associate for The Munman Group at J.P. Morgan Wealth Management.
Sun is responsible for the day-to-day business operations of the Group, including account openings, trade execution, syndicate coordination and client communication. She is also responsible for working with the firm's Advisory Solutions Team, creating tailored asset allocation proposals.
The Munman Group utilizes a model that includes investment consulting, advanced planning and relationship management. The Group recognizes that many executives are challenged by the complex issues they face, and it works to provide these individuals and their families with access to the analytics and experience needed to make proper financial decisions.
A graduate of the University of California at Berkeley with a degree in Political Science, Sun has worked in the financial services industry for more than 18 years, and has been an integral part of The Munman Group since 2008. She enjoys wine tasting, weight lifting, running and cooking healthy family meals, and resides in El Segundo, California, with her daughter.
Insights
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July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowFamily Legacy
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Insight 4: Initiate interdependent “pillars” separating family and business governance
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Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowFamily Legacy
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowInvesting
What is the electric vehicle (EV) boom?
July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read NowMarkets
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July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read NowFamily Legacy
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