Shun Li is a Vice President with J.P. Morgan Wealth Management. As a member of The Glasser-Lynn Group, he provides marketing and investment analysis for ultra-high-net-worth individuals and institutional clients. Shun’s responsibilities include research and analysis, preparing financial reports and fulfilling ad hoc requests. He works diligently to deliver to clients J.P. Morgan platform and products with a first-class experience. Shun graduated from Baruch College with a B.B.A. in Finance and Investments, and Yonsei University with a Master of International Studies in International Trade and Finance. With over 12 years of experience in financial services, he began his career in 2006 at Lehman Brothers as a Senior Analyst, and then moved to Barclays and subsequently J.P. Morgan, where he sharpened his professional skills. Shun joined J.P. Morgan in 2011 with his team. He holds FINRA Series 7 and 66 licenses. Shun is a CFA® charterholder and a member of the CFA Institute. He has a passion for real estate and investing, and also enjoys traveling in his free time.
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