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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Anthony Cucinotta
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Violet Musa
Director of Operations
New York, NY, US
Stephen Salemi
President and COO
Boston, MA, US
Ryan McCarthy
Managing Director
San Francisco, CA, US
Marc Eiskowitz
Managing Director
San Francisco, CA, US
Lauren Sheridan
Executive Assistant
Boston, MA, US
Brooke Soly
Director, Business Development
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Jim Kelley
Director Of Technology
Mount Pleasant, SC, US
Pate Campbell
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Cailey McVay
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Sophia Wong
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Boston, MA, US
Andy Brown
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Jenks, OK, US
Sean Beukas
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