About Mary Agnes Pan
Mary Agnes Pan is a 50-year Wall Street veteran with experience in Corporate, Commercial, Investment and Private Banking. She is currently a Managing Director at Morgan Stanley with The Metro Bay Group focusing on wealth management and financial planning strategies for high-net-worth individuals and families.
Mary started her career at Citibank in 1974 as a Corporate Banker and in 1979 became Head of the Commercial Banking Unit. She later joined Bankers Trust as Head of the World Corporate Department in Hong Kong serving multinational companies with operations in Asia.
In 1983, Mary joined Bank of America in Palo Alto focusing on lending for the high-tech industry in Silicon Valley. Mary and her family later moved to New Jersey where she spent a few years in Midlantic National Bank working on Mergers & Acquisition before rejoining Citibank's Private Bank to focus on custom lending strategies for high-net-worth clients.
In the early 90’s, Mary joined Republic National Bank and was instrumental in building the Private Banking Group into a major player in the private banking industry. Republic National Bank was later acquired by HSBC and Mary became the head of the Asia Client Group where she built a multi-billion portfolio.
In 2011, she rejoined Citi Private Bank to provide intricate strategies to ultra-high-net-worth families in investments, foreign exchange, capital markets and leveraged transactions.
She and her husband, Henry, have been active supporters of the 1990 Institute Spring Bud Program for last 15 years. This program has provided financial aid to over 1,000 underprivileged girls in Shaanxi Province, China helping them complete middle, high school and college degrees. Today, many are successful educators, doctors, lawyers, architects, pharmacists and engineers among other professionals.
Mary has also been on the board for Charles B. Wang Community Health Center for over 10 years and supported them in their expansion across New York. She and her husband now reside in Midtown Manhattan and enjoy spending time with family.
Securities Agent: ME, MS, NV, OR, SC, UT, WA, FL, KY, WY, WV, WI, VT, VI, VA, TX, TN, SD, RI, PR, PA, OK, OH, NY, NM, NJ, NH, NE, ND, NC, MT, MO, MN, MI, MD, MA, LA, KS, IN, IL, ID, IA, HI, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
