Profile
Mr. Tam Phan, CFA MBA, is a Research Analyst at Lizard Investors LLC.
He joined Lizard Investors in 2017.
Formerly, he served as a Senior Investment Performance Analyst at the Northern Trust Co. between 2010 and 2015.
In that capacity, he audited investment data and conducted manager due diligence on behalf of institutional clients.
He holds an M.B.A.
from the University Of Chicago Booth School Of Business and a BA in Accounting, Finance and International Business, magna cum laude from Loyola University.
Mr. Phan obtained his CFA designation in 2016 and is a Registered CPA.
Tam Phan active positions
| Companies | Position | Start |
|---|---|---|
Lizard Investors LLC
 Lizard Investors LLC Investment ManagersFinance Lizard Investors LLC is an employee-owned, SEC-registered hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Leah Zell in 2007 and is majority-owned by Jonathan Moog, but is also joined in partnership by David Li. Lizard Investors provides discretionary investment advisory services to private investment funds and to separately managed accounts offered through non-affiliated third-party investment advisers. | Analyst-Equity | 2016-12-31 |
Former positions of Tam Phan
| Companies | Position | End |
|---|---|---|
| Northern Trust Co. (Research) | Corporate Officer/Principal | 2014-12-31 |
Training of Tam Phan
| Loyola University New Orleans | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Lizard Investors LLC
Lizard Investors LLC Investment ManagersFinance Lizard Investors LLC is an employee-owned, SEC-registered hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Leah Zell in 2007 and is majority-owned by Jonathan Moog, but is also joined in partnership by David Li. Lizard Investors provides discretionary investment advisory services to private investment funds and to separately managed accounts offered through non-affiliated third-party investment advisers. | Finance |
| Northern Trust Co. (Research) | Finance |
- Stock Market
- Insiders
- Tam Phan
