PanAgora > About > Investment Team > Richard Tan, CFA

Richard Tan, CFA

Director, Equity

Mr. Tan is a Director at the firm and leads the Stock Selector Equity Team. His primary responsibilities include oversight and management of the team, conducting research to uncover new alpha sources, building quantitative stock selection models, and managing portfolios within the Stock Selector Equity strategies. Mr. Tan is a key contributor to the innovative equity research used in the development of PanAgora’s Stock Selector and Diversified Arbitrage Equity models. Mr. Tan is a member of the firm’s Operating and Directors Committees.

Prior to joining PanAgora, he worked as an analyst for the Quantitative Investment Group of Wellington Management where he contributed to efforts on investment and quantitative research processes.

Before joining Wellington, Mr. Tan worked in various roles for Fidelity Investments and Accenture. He also co-founded an investment website during the late dot-com era.

Mr. Tan is a CFA charterholder.

Education:
Rutgers University, MS in Computer Science
Boston College, MBA
Shanghai Jiao Tong University, BA