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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

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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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