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Lance Pan
Director Of Investment Research & Strategy at Capital Advisors
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Work Experience
Director Of Investment Research & Strategy
Mar 2003 - Present · 21 years and 9 months
Senior Corporate Research Analyst
Oct 1999 - Mar 2003 · 3 years and 5 months
Investment Officer
1996 - 1998 · 2 years
Company Details
11-50 Employees
Capital Advisors Group, Inc. is an independent SEC-registered investment advisor specializing in institutional cash investments, risk management, and debt finance consulting. Our clients range from venture capital-funded startups and emerging growth companies to Fortune 100 companies. Drawing upon more than a quarter of a century of experience through varied interest rate cycles, the firm has built its reputation upon deep, research-driven investment strategies and solutions for its clientele. Capital Advisors Group manages customized separately managed accounts (SMAs) that seek to protect principal and maximize risk-adjusted returns within the context of each client’s investment guidelines and specific liquidity needs. Capital Advisors Group also provides FundIQ® money market fund research; CounterpartyIQ® aggregation and credit analysis of counterparty exposures; risk assessment on short-term fixed income securities and portfolios; and independent debt finance consulting services. Headquartered in metropolitan Boston, Capital Advisors Group maintains multiple U.S. regional offices.
Year Founded
1991
Social Media
LinkedinFacebook
Industry
Financial Services, Banks & Financial Services
HQ Location
1 Federal St Suite 2200 Boston, Massachusetts 02110, US
Keywords
Separate Account ManagementMoney Market Fund ResearchCredit/Risk Management OversightEarly-Stage Term Debt ConsultingCounterparty Risk Management
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