Lance Pan Email & Phone Number
Director of Investment Research and Strategy @ Capital Advisors Group, Inc.
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Lance Pan Location
- Boston, MA, US
Lance Pan Work
- 2003 -now Director of Investment Research and Strategy @
- 1998 -2003 Senior Corporate Research Analyst @
- 1996 -1998 Investment Officer @ Fleet Bank
Lance Pan Education
- Boston College Carroll School of Management
M.S. (Finance)
2008-2010 - University of Hawaii at Manoa
MA (Communication)
1989-1992 - University of Hawai‘i - Shidler College of Business
MBA (Business Administration and Management, General)
1989-1992 - Fudan University
BA (English Language & Literature)
1983-1987
Lance Pan Skills
- Fixed Income
- Capital Markets
- Investment Management
- Investment Strategies
- Bonds
- Investments
- Securities
- Asset Management
- Mutual Funds
- Liquidity Management
- Financial Risk
- Portfolio Management
- Finance
- Pan
- Investment Research
- Research
- Strategy
Lance Pan Summary
- Lance Pan, based in Boston, MA, US, is currently a Director of Investment Research and Strategy at Capital Advisors Group. Lance Pan brings experience from previous roles at Columbia Management Group and Fleet Bank. Lance Pan holds a 2008 - 2010 M.S. in Finance @ Boston College Carroll School of Management. With a robust skill set that includes Fixed Income, Capital Markets, Investment Management, Investment Strategies, Bonds and more. Lance Pan has 2 emails on RocketReach.
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