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

Wendy Pan
Director of Private Investments
Greycourt & Co Inc
United States, Oregon, Portland
About Me
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
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