Kelly Pan
About Kelly Pan
Kelly Pan is the Vice President of CLO Operations at Kennedy Lewis, having joined the firm in 2019 and later transitioning to Generate Advisors in 2023.
Kelly Pan - Vice President, CLO Operations
Kelly Pan serves as the Vice President of CLO Operations at Kennedy Lewis. She has held this position since 2019, where she focuses on the operations related to Collateralized Loan Obligations (CLOs) managed by Generate Advisors. Kelly's role involves intricate CLO processes, ensuring the operational efficiency and compliance of the managed assets.
Kelly Pan's Journey at Kennedy Lewis and Generate Advisors
In 2019, Kelly Pan joined Kennedy Lewis, contributing significantly to the company's business management team with a focus on office operations. Kelly's expertise was further recognized in 2023 when she joined Generate Advisors, where she concentrates on CLO operations. Her responsibilities at Generate Advisors align closely with her previous experience, leveraging her background in managing intricate financial products.
Kelly Pan's Early Career at Fir Tree Capital Management LP
Kelly Pan began her professional journey at Fir Tree Capital Management LP, where she worked from 2011 to 2018. During her tenure, she served as an Administrative Assistant, providing essential support to the Administrative Team. This role was foundational in shaping her organizational and operational skills in the financial sector.
Kelly Pan's Education and Academic Background
Kelly Pan holds a Bachelor of Arts in Sociology from the University at Albany, which she received in 2011. Her academic background in sociology has provided her with a unique perspective on organizational behavior and management, which she has applied throughout her career in various administrative and operational roles within the financial industry.