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Timothy Pang

Timothy Pang

Portfolio Management and Trading at Sargent Investment Group, LLC

Bethesda, MD , United States

About

Timothy Pang is a portfolio manager and equity trader at Sargent Investment Group in Bethesda, Maryland, where he plays a key role in portfolio management, trading, investment analysis, and equity research. His responsibilities include managing client portfolios, conducting in-depth equity research, and supporting the firm’s integrated investment strategy as part of a collaborative team structure.

He focuses primarily on public equities and delivers expertise in asset allocation, portfolio construction, and trading for both individual and institutional clients. Within these capacities, he contributes to investment analysis and research across multiple sectors, with a primary focus on equity markets, leveraging his experience to support the firm's fiduciary and client-first approach.

Prior to joining Sargent Investment Group in 2021, Timothy held roles as a Securities Analyst II at Wells Fargo and as an Investment Specialist at Merrill Lynch, building a robust background in analytical and client service-driven roles. He earned a Bachelor's degree in Finance, graduating with a 3.75 GPA from the University of Maryland's Robert H. Smith School of Business, underscoring his academic foundation in finance and investment management.

Career History

OrganizationRoleDate RangeDetails
Sargent Investment GroupPortfolio Management and TradingAug 2021 to Present
Sargent Investment Group, LLC (“SIG”) is a registered investment advisor. SIG provides investment advisory and related services for clients nationally. SIG will maintain all applicable registrations a...
Wells FargoSecurities Analyst IIMar 2021 to Aug 2021
Merrill LynchInvestment SpecialistMar 2020 to Mar 2021
Woodbury Financial ServicesFinancial Analyst InternJun 2019 to Aug 2019
Allianz LifeExternal Wholesale InternMay 2019 to Aug 2019

Education

University of Maryland - Robert H. Smith School of Business

Bachelor's degree, Finance, General; Grade: GPA 3.75

2016 2020

Others at Sargent Investment Group, LLC (1)

NameRoleLocation
Christopher Sargent
Christopher Sargent
PrincipalWashington, DC , United States

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