Evan Pan Email & Phone Number
Chief Investment Officer and Partner
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Evan Pan Location
- Pasadena, CA, US
Evan Pan Work
- 2018 -now Chief Investment Officer and Partner @ Tax Efficient Asset Management Solutions, Inc
- 2020 -now Board of Director, Chair of Investment Committee @
- 2016 -now Member of the Executive Board; Finance Committee; Chairman of Investment Committee @
- 2015 -2018 Chief Investment Officer @
- 2014 -2015 Director of Investments @
- 2009 -2014 Director of Investments - Public Markets @
- 2005 -2009 Portfolio Manager @
- 1996 -2005 Vice President @
Evan Pan Education
- University Of California - Los Angeles
Master Of Business Administration (Finance)
2004-2007 - University Of California - Irvine
Bachelor Of Arts (Economics)
1992-1996
Evan Pan Skills
- Alternative Investments
- Equities
- Portfolio Management
- Financial Modeling
- Investment Strategies
- Emerging Markets
- Investments
- Bloomberg
- Asset Management
- Risk Management
- Financial Risk
- Mergers and Acquisitions
- Fixed Income
- Asset Allocation
- Valuation
- Hedge Funds
- Investment Management
- Equity Research
Evan Pan Summary
- Evan Pan, based in Pasadena, CA, US, is currently a Chief Investment Officer and Partner at Tax Efficient Asset Management Solutions, Inc. Evan Pan brings experience from previous roles at JONI AND FRIENDS FOUNDATION, OPTIONS FOR LEARNING and The Fuller Foundation. Evan Pan holds a 2004 - 2007 Master Of Business Administration in Finance @ University Of California - Los Angeles. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Financial Modeling, Investment Strategies and more. Evan Pan has 2 emails on RocketReach.
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