David Sung, CFA in

David Sung, CFA

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Senior Portfolio Manager, Investment Strategist at Wealth Enhancement Group
📍 Greater Philadelphia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
23 Years
Current Role
Senior Portfolio Manager, Investment Strategist
Job Level
Middle
Location
Greater Philadelphia, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

Strategic Priorities
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Career

Work history

8-2023
Senior Portfolio Manager, Investment Strategist
Wealth Enhancement Group
2022 - 2023
Portfolio Manager
Tide Capital Management LLC
2015 - 2022
Portfolio Manager / Equity Analyst
Denovo Capital Group, LLC
2013 - 2015
Portfolio Manager / Fundamental Research
Marathon Trading, LLC
2009 - 2013
Portfolio Manager / Equity Analyst
Betzwood Capital Management LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2002
MBA
NYU Stern School of Business
1992 - 1996
Bachelors
Villanova University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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