CoverProfile

Wendy Pan

Director of Private Investments

Greycourt & Co Inc

United States, Oregon, Portland

About Me

Wendy Pan is a director at Greycourt and is a senior member of the firm’s manager research group. Wendy is a skilled investor with nearly a decade of experience focusing on private equity investments. Prior to joining Greycourt, Wendy was a senior vice president at Jefferies LLC. In this role, she was responsible for sourcing, performing due diligence, and monitoring investment opportunities with a focus on private equity, private credit and real estate investments across an $18 billion private bank platform. Prior to her experience at Jefferies, she was a director of private investment research at Segal Marco Advisors, where she focused on private equity, real estate and infrastructure f

View more

Profile Information

Director of Private Investments

Greycourt & Co Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Portland

Oregon

United States

Aug 28, 2025

Work Experience

Greycourt & Co., Inc.

Principal
May 2023 - Present
Email: wpan@greycourt.com

Jefferies

Senior Vice President
May 2020 - May 2023

Segal Marco Advisors

Director, Private Investments Research
Nov 2018 - May 2020

Bank of America Merrill Lynch

Vice President, Investment Manager Research, Chief Investment Office
Jan 2017 - Nov 2018

Canadian Trade Office in Taipei

Economic and Trade Research analyst
Aug 2012 - Apr 2013

Entrust Energy

Financial and Business Analyst
Nov 2011 - Aug 2012

Just Energy

Financial and Business Analyst- Market Management
May 2010 - Nov 2011

Deloitte

Financial Services Analyst
Jun 2009 - Aug 2009

More profiles to browse

Profile Photo
Mark Thomas
Managing Director, Chief Investment Officer
BL
Brian La Bore
Director
Profile Photo
Gregory Curtis
Chairman Emeritus, Managing Director
GF
Greg Friedman
Chairman of the Board and Managing Director

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC