Linge Sun

Linge Sun is Head of Portfolios Strategy and Models at CAIS Advisors. In this role, he is responsible for developing portfolio frameworks, overseeing model portfolio design, and advancing investment technology to better serve financial advisors.

Prior to CAIS, Linge was a founding member of Atlantic Peak Capital, an independent investment advisor, where he led investment research, portfolio strategy, and manager due diligence. He began his career at Bessemer Trust, focusing on portfolio analytics and asset allocation recommendations.

Linge earned a B.S. in Commerce with concentrations in Finance and Management from the University of Virginia and is a CFA Charterholder.