Lance Pan
Director of Research - Fxd Inc at Capital Advisors Group, Inc.
Profile
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.
Lance Pan active positions
Companies | Position | Start |
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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. | Director of Research - Fxd Inc | 2002-12-31 |
Training of Lance Pan
Boston College | Graduate Degree |
University of Hawai'i at Hilo | Graduate Degree |
Fudan University | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 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 |
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