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Timothy Pang
Portfolio Management and Trading at Sargent Investment Group, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sargent Investment Group | Portfolio Management and Trading | Aug 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 Fargo | Securities Analyst II | Mar 2021 to Aug 2021 | — |
| Merrill Lynch | Investment Specialist | Mar 2020 to Mar 2021 | — |
| Woodbury Financial Services | Financial Analyst Intern | Jun 2019 to Aug 2019 | — |
| Allianz Life | External Wholesale Intern | May 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)
| Name | Role | Location |
|---|---|---|
| Principal | Washington, DC , United States |
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