Lance Pan
Directeur de Recherche - Fxd Inc chez Capital Advisors Group, Inc.
Profil
Mr. Lance Pan, CFA MBA, is Director of Investment Research & Strategy at Capital Advisors Group, Inc. He joined Capital Advisors Group in 2003.
As Director of Investment Research and Strategy, he assesses the risk and relative value of asset classes and credits, creates advanced credit approval and surveillance procedures, issues credit opinions, and provides investment strategy recommendations.
He oversees Capital Advisors Group’s Credit Committee.
Previously, Mr. Pan was a Senior Corporate Research Analyst at Columbia Management Group (FleetBoston Financial) in Boston, where he was responsible for fundamental analysis and related strategies for the firm’s mutual funds and large institutional accounts.
Earlier in his career, he worked for Central Pacific Bank in Honolulu.
He received an MSF from Boston College, an MBA and an M.A.
in communications from the University of Hawaii, and a B.A.
in English from Fudan University.
He is a CFA charterholder and member of the Boston Security Analysts Society.
Postes actifs de Lance Pan
Sociétés | Poste | Début |
---|---|---|
Capital Advisors Group, Inc.
Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Directeur de Recherche - Fxd Inc | 01/01/2003 |
Formation de Lance Pan
Boston College | Graduate Degree |
University of Hawai'i at Hilo | Graduate Degree |
Fudan University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 1 |
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Capital Advisors Group, Inc.
Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Finance |