Lance Pan
Directeur de Recherche - Fxd Inc chez Capital Advisors Group, Inc.
Provenance du réseau au premier degré de Lance Pan
Entité | Type d'entité | Industrie | |
---|---|---|---|
Boston College
228
| College/University | Other Consumer Services | 228 |
Fudan University
197
| College/University | Other Consumer Services | 197 |
University of Hawai'i at Hilo
University of Hawai'i at Hilo Other Consumer ServicesConsumer Services University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI.
30
| College/University | Other Consumer Services | 30 |
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.
16
| Private Company | Investment Managers | 16 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Lance Pan via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Summit Partners LP
Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
HarbourVest Partners LLC
HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Investor Private Equity Investor | |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Corporate Officer/Principal | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Lincolnshire Management, Inc.
Lincolnshire Management, Inc. Investment ManagersFinance Lincolnshire Management Inc (Lincolnshire Management) is a private equity firm founded in 1986 by Steven J. Kumble and Frank C Wright. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Analyst Private Equity Analyst | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Fixed Income Analyst-Equity Private Equity Analyst | |
ADVANCED SEMICONDUCTOR MNUFCTURG CO LTD | Semiconductors | President Chief Executive Officer | |
SINOMEDIA HOLDING LIMITED | Advertising/Marketing Services | Chairman Corporate Officer/Principal | |
Snap Finance LLC
Snap Finance LLC Miscellaneous Commercial ServicesCommercial Services Snap Finance LLC offers no credit needed financing for customers to purchase furniture, mattresses, tires, electronics, and more from over 150,000 stores. The company is based in West Valley City, UT. Customers can apply online or call to get approved for up to $5,000 with bad credit or no credit. Snap Finance's core values focus on helping customers and serving partners. The company was founded in 2008 by Matt Hawkins, who has been the CEO since 2008. | Miscellaneous Commercial Services | Director/Board Member | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Fixed Income Analyst-Equity Analyst-Equity | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Fixed Income | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
CCMP Capital Advisors LP
CCMP Capital Advisors LP Investment ManagersFinance CCMP Capital Advisors LP (CCMP Capital Advisors) is a private equity firm, a subsidiary of CCMP Capital LP founded in 1984. The firm is headquartered in New York with additional offices in London. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Doctorate Degree Masters Business Admin | |
Tsinghua University | College/University | Undergraduate Degree Corporate Officer/Principal | |
China Europe International Business School | College/University | Corporate Officer/Principal Masters Business Admin | |
Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
SHANGHAI ZHANGJIANG HI-TECH PARK DEVELOPMENT CO., LTD. | Real Estate Development | Director/Board Member Chairman | |
The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Graduate Degree | |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Bridgewater Associates LP
Bridgewater Associates LP Investment ManagersFinance Bridgewater Associates LP (Bridgewater) is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Brandeis University | College/University | Doctorate Degree | |
Shanghai Zhangjiang (Group) Co., Ltd.
Shanghai Zhangjiang (Group) Co., Ltd. Engineering & ConstructionIndustrial Services Shanghai Zhangjiang (Group) Co., Ltd. engages in the development and operation of industrial and technological infrastructure. Its business activities include operation and transfer of high-tech projects, development and design of municipal infrastructure, real estate management, and sale of building materials and metallic materials. The company was founded on July 3, 1992 and is headquartered in Shanghai, China. | Engineering & Construction | Chief Executive Officer | |
SAIC Volkswagen Automotive Co., Ltd.
SAIC Volkswagen Automotive Co., Ltd. Motor VehiclesConsumer Durables SAIC Volkswagen Automotive Co., Ltd. manufactures cars and engines. It is a joint venture of Volkswagen AG and Shanghai Automotive Industry Corporation. The company was founded in March, 1985 and is headquartered in Shanghai, China. | Motor Vehicles | Corporate Officer/Principal | |
Shanghai-GM Automobile Co. Ltd.
Shanghai-GM Automobile Co. Ltd. Motor VehiclesConsumer Durables Shanghai-GM Automobile Corp. Ltd. manufactures, assembles, and sells automobiles and parts. It manufactures the Cadillac, Buick, and Chevrolet brand automobiles. The company operates three production bases in Jinqiao, Yantai, and Shenyang. Shanghai-GM Automobile was founded in June 1997 and is located in Shanghai, China. | Motor Vehicles | Corporate Officer/Principal | |
SAIC General Motors Co., Ltd.
SAIC General Motors Co., Ltd. Motor VehiclesConsumer Durables Shanghai General Motors Co. Ltd. is a joint venture between Shanghai Automotive Industry Corporation Group and General Motors Corporation. It has nine joint ventures & two wholly owned foreign enterprises in China. The company is headquartered in Shanghai, China. | Motor Vehicles | Corporate Officer/Principal | |
SAIC MOTOR CORPORATION LIMITED | Motor Vehicles | Corporate Officer/Principal | |
RIVERA (HOLDINGS) LIMITED | Real Estate Development | Chairman | |
LeEco Super Car China Co. Ltd.
LeEco Super Car China Co. Ltd. Motor VehiclesConsumer Durables LeEco Super Car China Co. Ltd. operates in the electric vehicle industry. The company is based in Beijing, China. The Chinese company was founded by Lei Ding. Zhang Hailiang has been the CEO of the company since 2017. | Motor Vehicles | Founder | |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Investment Managers | Director/Board Member | |
PSG Equity LLC
PSG Equity LLC Investment ManagersFinance PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA. | Investment Managers | Private Equity Investor | |
Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
Flexpoint Ford LLC
Flexpoint Ford LLC Investment ManagersFinance Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york. | Investment Managers | Private Equity Analyst | |
WONDERS INFORMATION CO., LTD | Information Technology Services | Corporate Officer/Principal | |
MICROPORT SCIENTIFIC CORPORATION | Medical Specialties | Director/Board Member | |
MicroPort Medical Ltd. | Director/Board Member | ||
Shanghai Boulevard Real Estate Co., Ltd. | Director/Board Member | ||
Dongguan Kewei Medical Co. Ltd. | Director/Board Member | ||
CSC FINANCIAL CO., LTD. | Investment Managers | Compliance Officer | |
Fremont Private Holdings LLC
Fremont Private Holdings LLC Investment ManagersFinance Fremont Private Holdings LLC (Fremont Private Holdings) is a private equity subsidiary of Fremont Group founded in 2012 by Scott Earthy. The firm is headquartered in New York. | Investment Managers | Private Equity Investor |
Statistiques
Internationale
Etats-Unis | 31 |
Chine | 17 |
Luxembourg | 2 |
Hong Kong | 2 |
Îles Cayman | 2 |
Sectorielle
Finance | 26 |
Consumer Services | 10 |
Consumer Durables | 6 |
Commercial Services | 4 |
Electronic Technology | 2 |
Opérationnelle
Corporate Officer/Principal | 120 |
Director/Board Member | 111 |
Undergraduate Degree | 97 |
Independent Dir/Board Member | 50 |
Graduate Degree | 42 |
Relations les plus connectées
Insiders | |
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Lei Ding | 25 |
Wei Lyu | 24 |
Elizabeth Vanderslice | 16 |
Jiang Nan Cai | 13 |
Chen Mao | 13 |
Hong Ling | 9 |
Will Bricker | 9 |
Ning Liu | 9 |
Stephen Renfro | 9 |
Qing Yu Wang | 9 |
Zhe Sun | 9 |
Mat Kaliski | 9 |
Pingda Ren | 8 |
Emilie Poteat | 8 |
Richard Gentile | 8 |