Pan Global Advisers, LLC is a subsidiary of Tax Efficient Asset Management Solutions, Inc (TEAMS). TEAMS is a SEC-registered RIA that functions as multi-family office and manages assets for family offices, high net worth individuals, non-profits, endowments and other institutional investors. The firm has over $150M and has one office in Orange County.
Pan Global Advisers is also Registered Investment Advisor (RIA) and is SEC registered. We provide various investment solutions, financial plans, and other consulting work for families, individuals and non-profits.
Mission statements – To be Your most trusted Investment Advisor and to always put the client first.
Pan Global Advisers, LLC was formed in 2018 with the goal of managing assets for our clients.
Chief Investment Officer and Portfolio Manager
Evan Pan is the Chief Investment Officer and Partner of TEAMS and Managing Member of Pan Global Advisers, LLC. Pan Global Advisers, LLC focuses on providing alternative investments (e.g. hedge funds, private equity, private credit, co-investments, direct real estate, venture capital, natura
Chief Investment Officer and Portfolio Manager
Evan Pan is the Chief Investment Officer and Partner of TEAMS and Managing Member of Pan Global Advisers, LLC. Pan Global Advisers, LLC focuses on providing alternative investments (e.g. hedge funds, private equity, private credit, co-investments, direct real estate, venture capital, natural resources etc.) to its investors and clients.
Evan has more than 20 years of world-class investment experience. He is a Chartered Financial Analyst and a member of the CFA Society of Los Angeles. Evan holds a Bachelor of Science degree in Economics from the University of California, Irvine and a Master of Business Administration from UCLA Anderson.
Evan has served from 2014 to present as the Chief Investment Officer for The Fuller Foundation. From 2009 through March of 2014, Evan was Director of Investments, Public Markets, at the California Institute of Technology (Caltech) endowment where he oversaw the fund's public markets portfolio, investment strategy, asset allocation and risk management. Prior to his time at Caltech, Evan was an Portfolio Manager and Senior Currency Trader at Dimensional Fund Advisors. Evan previously spent nine years at Pacific Investment Management Company (PIMCO) where he was a Vice President within the Global Fixed Income portfolio management group. He worked overseas in PIMCO's Sydney, Singapore and Tokyo offices as Head of Risk Management Asia.
Evan is also on the Board of Directors for Options for Learning, a large nonprofit that serves early childhood education in southern California area. He currently serves as their treasurer, chair of the finance committee and member of the executive committee.
Investment Analyst
Tim joined the Voorhees Family Office Services ("VFOS") team in August of 2018 where he serves as a Financial and Investment Analyst. In his role, he provides financial analysis to assist in our decision-making processes, keeps clients well informed about their investments and assists the Chief Investment Officer, with i
Investment Analyst
Tim joined the Voorhees Family Office Services ("VFOS") team in August of 2018 where he serves as a Financial and Investment Analyst. In his role, he provides financial analysis to assist in our decision-making processes, keeps clients well informed about their investments and assists the Chief Investment Officer, with implementing each client’s investment decisions.
Prior to joining VFOS, Tim worked as an educator, most recently in Lagos, Nigeria, where he taught economics and chemistry at an international school. Tim has passed level two of the CFA exam and holds the Chartered Alternative Investment Analyst (CAIA) designation.
Tim grew up in Southern California and earned a BS in Chemistry while attending UC Irvine. He recently returned to school to complete an MA in International Relations and International Economics at Johns Hopkins University. He enjoys traveling, football and volleyball and learning new things.
Senior Vice President, Head of Operations
Hickson serves as the Senior VP of Operations for both Family Office Law and the Family Office RIA. Since joining our team in May 2019, Hickson has been involved with a variety of technology, compliance, and management projects. Hickson draws on his strong background serving clients in the family
Senior Vice President, Head of Operations
Hickson serves as the Senior VP of Operations for both Family Office Law and the Family Office RIA. Since joining our team in May 2019, Hickson has been involved with a variety of technology, compliance, and management projects. Hickson draws on his strong background serving clients in the family office arena. Prior to joining the Family Office Services companies, Hickson worked as an executive with private equity firms. Hickson received his training in management at Imperial College in London and Manhattanville College.
Disclosure: Pan Global Advisers, LLC (“Pan Global Advisers”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Pan Global Advisers in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pan Global Advisers, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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