Philip Sun

Philip is an entrepreneur, experienced quantitative finance researcher, portfolio manager and a effective leader of technology, research and investment teams. Philip has 20 years of professional experience and 13 years in the investment management industry. Currently, Philip is the founder and CEO of Adaptive Investment Solutions, a Boston based proprietary investment management and financial technology (FinTech). Previously, Philip was the Head of Quantitative Research and Investments at Sentinel Investments, a fully owned investment management subsidiary of National Life Group. Prior to Sentinel, Philip held senior quantitative research and investment positions in the fixed-income and asset allocation divisions in Fidelity Investments and Wellington Management. And before Wellington, Philip managed quantitative macro strategies at hedgefunds, Highbridge Capital Management and PanAgora Asset Management. Philip holds an MBA from the Wharton School, a PhD in Physics from Carnegie Mellon University, and dual Bachelor degrees in Physics and Mathematics from Stony Brook University. Philip is a Chartered Financial Analyst.

Companies

• Adjunct Professor Questrom School of Business, Boston University (2022)
• Chief Executive Officer Adaptive Investment Solutions (2019)
• Professor and Research Fellow Hult International Business School (2019)
• Head of Quantitative Research and Investments, Sentinel Investments National Life Group (2016 — 2018)
• Quantitative Analyst Fidelity Investments (2013 — 2016)
• Vice President, Quantitative Analyst Wellington Management (2007 — 2012)
• Senior Vice President, Portfolio Manager Highbridge Capital Management (2006 — 2007)
• Portfolio Manager PanAgora Asset Management (2004 — 2006)

Education

• Master of Business Administration (MBA) University of Pennsylvania - The Wharton School
• Doctor of Philosophy (PhD) Carnegie Mellon University
• Bachelor of Science (BS) Stony Brook University