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Profile of Lance Pan
 

Lance Pan

 
Dir. - Investment Research - Capital Advisors Group Inc.
 
Lance Pan Email :
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Company Name : Capital Advisors Group Inc.
 
Company Website : www.capitaladvisors.com
 
Company Address : 29 Crafts St.
Ste. 270, Newton, MA,
United States,
 
Lance Pan Profile :
Dir. - Investment Research - Capital Advisors Group Inc.
 
Lance Pan Biography :

Lance is responsible for assessing the risk of various asset classes, in order to safeguard the investments of Capital Advisors Group’s clients. His role includes creating advanced credit approval and surveillance procedures, issuing credit driven investment opinions to the company’s trading desk, and providing credit based investment strategies to Capital Advisors Group’s portfolio management team. He also leads Capital Advisors Group’s Investment Committee, comprised of the company’s senior executives and directors. Prior to joining Capital Advisors Group, Lance was a Senior Corporate Research Analyst at Columbia Management Group (FleetBoston Financial) in Boston. In that role, he was responsible for fundamental analysis and related strategies for the firm’s mutual funds and large institutional accounts. Earlier in his career, Lance worked for Central Pacific Bank in Honolulu. Lance is a Chartered Financial Analyst and member of the Boston Security Analysts Society.

 
Lance Pan Colleagues :
Name Title Email

Debbie Baker

Sr. VP Please login

Courtney Uyeshiro

Contact Northern California Please login

Lisa Conley

VP Please login

Phil Gager

VP Please login

Ben Campbell

Pres., CEO Please login


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