About

Wendy Pan is a Vice President on the Investment Advisory team at Jefferies Wealth Management. She conducts investment research on both public and private investment managers on behalf of the firm. Prior to joining Jefferies, Wendy was a Director of Private Investments Research at Segal Marco Advisors, a pension consulting firm, where she led investment research on private equity and real estate investment funds. Prior to joining Segal Marco Advisors, Wendy worked as a Vice President at the Chief Investment Office at Bank of America Merrill Lynch. Wendy holds an MBA from Yale University School of Management. During her time at Yale, she took endowment management class taught by Dean Takahashi. Wendy is a Chartered Financial Analyst (CFA) charter holder.