Lance Pan

CFA®, Director of Investment Research and Strategy

Lance Pan joined Capital Advisors Group in 2003. As Director of Investment Research and Strategy, Lance 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. Lance oversees Capital Advisors Group’s Credit Committee.

Previously, Lance 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, Lance worked for Central Pacific Bank in Honolulu.

Lance 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 CFA Society Boston.