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Lance Pan

CFA®, Director of Investment Research and Strategy
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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.

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In The News

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Introduction: Special Issue on Ethical Investing

Demystifying ESG Investing Considerations for Institutional Cash Investors

The Fed will be growing its balance sheet again, but don’t call it ‘QE4’

Easing the Path to Profitability

Credit Update: ESG Investing for Cash Management Portfolios [Episode 3]

Credit Update: Liquidity in Question – What Do We Do with Prime Money Market Funds? [Episode 2]

Credit Update: Institutional Cash Investments in the COVID-19 New Reality [Episode 1]

Take Control of Your Assets—and Your Risk—in an Era of Uncertainty

Cash Investors Brace for Another Debt Ceiling Rollercoaster Ride

2020 AFP Annual Conference

2019 AFP Annual Conference

Crane’s 2019 Money Fund Symposium

2018 AFP Annual Conference

Crane’s Money Fund Symposium 2018

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  • Company
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  • Careers
  • Solutions
  • Investment Management
    • Liquidity Accounts
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  • Debt Finance Consulting
  • Credit & Risk Management
    • CounterpartyIQ® Risk Management
    • FundIQ® Money Market Fund Research
    • Credit & Risk Management Oversight
  • Research
  • Credit & Risk Management Research
  • Investment Management Research
  • Debt Finance Consulting Research
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  • Monthly Economic Recap
  • Press Releases
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Capital Advisors Group, Inc.
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Newton, MA 02458

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