Julia J. Sun
Associate

  • (212) 682-3025 x. 150

Julia J. Sun, represents investors in a variety of complex class actions, including securities class actions and shareholder derivative actions in federal and state courts. 

Most recently, Ms. Sun played an important role in the prosecution of Spahn v. Edward D. Jones & Co., et al., 04 cv 00086 (HEA), a federal class action alleging inadequate disclosure to clients of the specifics of the company’s “preferred funds program.” Her work contributed to the successful recovery of $127.5 million for investors. 

Currently, Ms. Sun is responsible for the coordination of several complex actions under Section 36(b) of the Investment Company Act of 1940, arising from the payment of excessive fees to investment advisers and distributors of large mutual fund families, including In re American Mutual Funds Fee Litigation, 04 cv 5593 (GAF); Forsythe v. Massachusetts Financial Services Co., No. 04 cv 10584 (GAO); and In re RS Funds, 04 cv 3798 (JFM) (In re Mutual Funds Investment Litig., MDL 1586, 04-MD-15863 (JFM)), which also includes claims under the federal securities laws.

In addition, she is also prosecuting a class action for breach of fiduciary duties and unjust enrichment on behalf of the current and former clients of A.G. Edwards, Inc. and A.G. Edwards & Sons, Inc. (Bachman v. A.G. Edwards & Sons, Inc., Cause No. 22052-01266-02a) in the Circuit Court of St. Louis City, State of Missouri, as well as several class actions under the federal securities laws, including Beleson v. Schwartz (Loral), 03 cv 06051 (JES) and In re FleetBoston Financial Corp. Securities Litigation, 02 cv 4561 (GEB).

  • Education

  • J.D., Brooklyn Law School, 2003
  • B.A., Barnard College, Columbia University, 1998 (Dean’s List)
  • University College London, 1996-97

  • Admissions

  • State of New York
  • Southern District of New York
  • Eastern District of New York
  • State of New Jersey
  • District Court of New Jersey