Jack Sun is a CFA® charterholder affiliated with Empirical Wealth Management in San Mateo, CA, with five years of industry experience. His prior roles include positions at Cephei Capital Management, PNC Financial Services, Nmg Group, and Credit Suisse. Empirical Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm’s investment approach is grounded in Modern Portfolio Theory and employs diversified model portfolios across multiple asset classes, complemented by affiliated services in real estate, insurance, and estate planning.

Jason Dunbar is a Certified Financial Planner (CFP®) with six years of industry experience. He is currently an advisor at Empirical Wealth Management, where he has worked since 2024. Prior to this, he spent four years with Fisher Investments. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory approach using a range of asset classes and offers comprehensive services, including investment management, financial planning, tax preparation, and estate-planning referrals, alongside affiliated insurance and real estate brokerage businesses.

Eva Xu is a CFA® charterholder with 11 years of industry experience. She currently works at Empirical Wealth Management and previously held positions at Chestnut Advisory Group and Charles Schwab Investment Advisory, Inc. Xu serves on the board of the SOAR Foundation, a nonprofit providing scholarships to underprivileged Chinese youths, and volunteers as an advisory board member for the Journal of Investment Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering a range of investment management and financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates several affiliated businesses that provide real estate, insurance, and legal services.