Lance Pan
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Lance Pan Email & Phone Number

Director of Investment Research and Strategy at Capital Advisors Group
Location: Boston, Massachusetts, United States 4 work roles 4 schools
1 work email found @capitaladvisors.com 5 phones found area 617 and 973 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email l****@capitaladvisors.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Capital Advisors Group
Role
Director of Investment Research and Strategy
Location
Boston, Massachusetts, United States
Company size
42 employees

Who is Lance Pan? Overview

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Quick answer

Lance Pan is listed as Director of Investment Research and Strategy at Capital Advisors Group, a with 42 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at capitaladvisors.com, phone signal with area code 617, 973, and a matched LinkedIn profile for Lance Pan.

Lance Pan previously worked as Director of Investment Research & Strategy at Capital Advisors Group and Senior Corporate Research Analyst at Columbia Management Group. Lance Pan holds M.S., Finance from Boston College Carroll School Of Management.

Company email context

Email format at Capital Advisors Group

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{first_initial}{last}@capitaladvisors.com
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AeroLeads found 1 current-domain work email signal for Lance Pan. Compare company email patterns before reaching out.

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Profile bio

About Lance Pan

Lance Pan is a Director of Investment Research and Strategy at Capital Advisors Group. He possess expertise in fixed income, investments, investment management, capital markets, investment strategies and 8 more skills. Colleagues describe him as "I had the honor of sitting in the front row as Lance delivered an insightful presentation on liquidity at the MidAtlantic Association of Financial Professionals. Not only did he have a profound grasp of the topic, he was able to intersperse humor into seminar. He has a way of making complicated subjects easy to comprehend."

Listed skills include Fixed Income, Investments, Investment Management, Capital Markets, and 9 others.

Current workplace

Lance Pan's current company

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Capital Advisors Group
Capital Advisors Group
Director of Investment Research and Strategy
Boston, MA, US
Website
capitaladvisors.com
Employees
42
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Company profile
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4 roles · 31 years

Lance Pan work experience

A career timeline built from the work history available for this profile.

Director Of Investment Research & Strategy

Current
Capital Advisors Group

Boston, Massachusetts, Us

As Capital Advisors Group’s Director of Research, Lance Pan 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. In addition to leading cash investment research, Lance oversees the firm’s Credit Committee. His research is widely referenced, including his work on systemic risks in prime money market funds before the 2008 financial crisis. In 2011, the SEC sought his input on its subsequent reforms to the industry.Previously, at Columbia Management Group (FleetBoston Financial) in Boston, he was responsible for fundamental analysis and related strategies for the firm’s mutual funds and large institutional accounts. 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 charter holder and member of the CFA Society Boston. In his spare time, Lance trains for marathon running. He has completed over a dozen races since 2013, including four in Boston.Capital Advisors Group manages customized separate accounts that aim 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 financing consulting services.

Mar 2003 - Present

Investment Officer

Fleet Bank

Us

1996 - 1998 ~2 yrs
Team & coworkers

Colleagues at Capital Advisors Group

Other employees you can reach at capitaladvisors.com. View company contacts for 42 employees →

RB Richard Bowman Richard Bowman Colleague at Capital Advisors GroupPalo Alto, California, United States View → TP Tim Park Tim Park Colleague at Capital Advisors GroupCambridge, Massachusetts, United States View → MA Miguel Angel Pantoja Miguel Angel Pantoja Colleague at Capital Advisors GroupArgentina View → CL Claudia Leigh Claudia Leigh Colleague at Capital Advisors GroupChile View → SF Shane Fierman Shane Fierman Colleague at Capital Advisors GroupNewton Centre, Massachusetts, United States View → GF Glen Fuzy Glen Fuzy Colleague at Capital Advisors GroupFairfield, New Jersey, United States View → BB Brian Buntzen Brian Buntzen Colleague at Capital Advisors GroupFairfield, New Jersey, United States View → AG Alexander Goldman Alexander Goldman Colleague at Capital Advisors GroupCambridge, Massachusetts, United States View → AC Aaron Christopher Aaron Christopher Colleague at Capital Advisors GroupWeston, Massachusetts, United States View → ME Marc Eiskowitz Marc Eiskowitz Colleague at Capital Advisors GroupSan Francisco, California, United States View →
4 education records

Lance Pan education

M.S., Finance

Boston College Carroll School Of Management

Ma, Communication

University Of Hawaii At Manoa

Mba, Business Administration And Management, General

University Of Hawai‘I - Shidler College Of Business

Ba, English Language & Literature

Fudan University
FAQ

Frequently asked questions about Lance Pan

Quick answers generated from the profile data available on this page.

What company does Lance Pan work for?

Lance Pan works for Capital Advisors Group.

What is Lance Pan's role at Capital Advisors Group?

Lance Pan is listed as Director of Investment Research and Strategy at Capital Advisors Group.

What is Lance Pan's email address?

AeroLeads has found 1 work email signal at @capitaladvisors.com for Lance Pan at Capital Advisors Group.

What is Lance Pan's phone number?

AeroLeads has found 5 phone signal(s) with area code 617, 973 for Lance Pan at Capital Advisors Group.

Where is Lance Pan based?

Lance Pan is based in Boston, Massachusetts, United States while working with Capital Advisors Group.

What companies has Lance Pan worked for?

Lance Pan has worked for Capital Advisors Group, Columbia Management Group, and Fleet Bank.

Who are Lance Pan's colleagues at Capital Advisors Group?

Lance Pan's colleagues at Capital Advisors Group include Richard Bowman, Tim Park, Miguel Angel Pantoja, Claudia Leigh, and Shane Fierman.

How can I contact Lance Pan?

You can use AeroLeads to view verified contact signals for Lance Pan at Capital Advisors Group, including work email, phone, and LinkedIn data when available.

What schools did Lance Pan attend?

Lance Pan holds M.S., Finance from Boston College Carroll School Of Management.

What skills is Lance Pan known for?

Lance Pan is listed with skills including Fixed Income, Investments, Investment Management, Capital Markets, Investment Strategies, Mutual Funds, Portfolio Management, and Bonds.

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