Kelly K. Pan

Kelly K. Pan

Kelly Pan is an Associate Trader in the Firm’s Asset Management Division.

Prior to joining the Firm, she worked in Corporate Marketing for a large bank headquartered in Birmingham, Alabama. Kelly’s primary responsibility is to execute trades in client portfolios in a manner which maximizes tax and cost efficiency. She also carries out manager and allocation changes as recommended by the Investment Committee. Kelly resides in Birmingham.

Education

  • Bachelor of Science in Finance
    University of Alabama at Birmingham
    Birmingham, AL
  • Bachelor of Science in Management
    University of Alabama at Birmingham
    Birmingham, AL

Ask Me About

  • Why learning about finance at a young age is important
  • How I was a finance major working as a Geology Teaching Assistant at UAB
  • What it is like being a first generation Asian-American
  • What I learned working in a large bank’s corporate marketing division
  • Why it is important to get an internship while still in college
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