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Vivian Pan

Vivian Pan

Senior Partner at Hamlin Capital Management, LLC

New York, NY , United States

About

Vivian Pan was a Senior Co-Founding Partner and Chief Investment Officer at Hamlin Capital Management, LLC, an income-oriented investment advisory firm based in New York, NY. She played an instrumental role in the firm's growth over more than two decades, steering Hamlin's strategies in high-dividend equities and fixed income, with a particular focus on municipal bonds and income-generating investments for high net worth clients.

Before her distinguished career in investment management, Dr. Pan held analytical and research roles at the U.S. Department of Energy, served as a Congressional Science Fellow on the U.S. Senate Committee on Governmental Affairs, and was a faculty research associate at Arizona State University. Her broad expertise included macroeconomic analysis, securities research, and portfolio management, with a commitment to rigorous fundamental analysis and client-focused solutions.

Dr. Pan held an undergraduate degree in chemistry and geology from Binghamton University (SUNY) and earned both an M.Phil. and a Ph.D. in geology and geophysics from Yale University. She was also recognized for her leadership outside of finance as Board Chair of Studio in a School and service on the investment committees of major nonprofit organizations, and she was a former Chair and Governor of the Investment Adviser Association, highlighting her contributions to both the investment profession and her community.

Career History

OrganizationRoleDate RangeDetails
Hamlin Capital ManagementSenior PartnerJan 1996 to Dec 2018
CO-FOUNDING PARTNER Senior Adviser 2017-2018 Chief Investment Officer 2007-2016 Portfolio Manager 2001-2006 General Analyst 1996-2001 (Predecessor firm RRH Capital)
U.S. Department of EnergyChemist and AnalystMay 1993 to Dec 1995
American Geophysical UnionCongressional Science FellowSep 1991 to Aug 1992
AAAS Program for Science & Technology Public Policy
Arizona State UniversityFaculty Research AssociateFeb 1989 to May 1991

Education

Yale University

Doctor of Philosophy (Ph.D.), Geology & Geophysics

Binghamton University

Bachelor of Arts (B.A.), Geology

Binghamton University

Bachelor of Arts (B.A.), Chemistry

Skills & Expertise

Asset Management
Investment Research and Management
Portfolio Management
High Dividend Equities
High Yield Tax-Exempt Bonds
Chemistry
Project Management
High Yield Tax Exempt
Investment Research
Microsoft Office
Leadership
Corporate Governance
High Yield Tax Exempt Bonds

Others at Hamlin Capital Management, LLC (11)

NameRoleLocation
Charles Garland
Charles Garland
Partner and Portfolio ManagerRye, NY , United States
Christopher D'Agnes
Christopher D'Agnes
PartnerMetuchen, NJ , United States
D
Debbie Finegan
Partner and COOUnited States
Jaclyn Hourihan
Jaclyn Hourihan
Investment Research AnalystNew York, NY , United States
Joe Bridy
Joe Bridy
Senior PartnerNew York, NY , United States
P
Parker Stitzer
PartnerNew York, NY , United States
R
Ross Gabrielson
Equity AnalystNew York, NY , United States
Chris Dagnes
Chris Dagnes
PartnerNew York, NY , United States
D
Dennis Lam
High Yield Municipal Fixed Income AnalystNew York, NY , United States
M
Matthew Burns
Fixed Income AnalystNew York, NY , United States
Showing 1-10 of 11 team members

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