Profil
Mr. Tam Phan, CFA MBA, is a Research Analyst at Lizard Investors LLC.
He joined Lizard Investors in 2017.
Formerly, Mr. Phan served as a Senior Investment Performance Analyst at the Northern Trust Co. between 2010 and 2015.
In that capacity, he audited investment data and conducted manager due diligence on behalf of institutional clients.
He holds an M.B.A. from the University Of Chicago Booth School Of Business and a BA in Accounting, Finance and International Business, magna cum laude from Loyola University.
Mr. Phan obtained his CFA designation in 2016 and is a Registered CPA.
Postes actifs de Tam Phan
| Sociétés | Poste | Début |
|---|---|---|
Lizard Investors LLC
Lizard Investors LLC Investment ManagersFinance Lizard employs a value-oriented, bottom-up investment approach to identify international small- to mid-cap companies they believe are reasonably priced relative to their growth potential using independent analysis and research to generate ideas. The firm follows a patient, concentrated, value approach focused on generating exceptional returns while protecting capital over the market cycle. | Analyst-Equity | 01/01/2017 |
Anciens postes connus de Tam Phan
| Sociétés | Poste | Fin |
|---|---|---|
Northern Trust Co. (Research)
Northern Trust Co. (Research) Investment ManagersFinance Provides investment research | Corporate Officer/Principal | 01/01/2015 |
Formation de Tam Phan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Loyola University New Orleans
Loyola University New Orleans Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lizard Investors LLC
Lizard Investors LLC Investment ManagersFinance Lizard employs a value-oriented, bottom-up investment approach to identify international small- to mid-cap companies they believe are reasonably priced relative to their growth potential using independent analysis and research to generate ideas. The firm follows a patient, concentrated, value approach focused on generating exceptional returns while protecting capital over the market cycle. | Finance |
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northern Trust Co. (Research)
Northern Trust Co. (Research) Investment ManagersFinance Provides investment research | Finance |
















