Lance Pan

Director of Research - Fxd Inc at

Capital Advisors Group, Inc.

Consumer Services

Finance

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
Capital Advisors Group, Inc. Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group offers comprehensive, multi-tiered solutions to cash management. The firm provides customized buy-and-hold strategies, including strategies in which scheduled maturities and income are intended to help fund client operating and near-term cash requirements. Their strategies are typically intended to protect principal, deliver liquidity and maximize risk-adjusted returns, and they are customized to each client’s liquidity needs and risk tolerance.	Director of Research - Fxd Inc	01/01/2003

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Linked companies

Private companies	4
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Hawai'i at Hilo University of Hawai'i at Hilo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fudan University Fudan University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Capital Advisors Group, Inc. Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group offers comprehensive, multi-tiered solutions to cash management. The firm provides customized buy-and-hold strategies, including strategies in which scheduled maturities and income are intended to help fund client operating and near-term cash requirements. Their strategies are typically intended to protect principal, deliver liquidity and maximize risk-adjusted returns, and they are customized to each client’s liquidity needs and risk tolerance.	Finance

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