Director of Research, COL Financial
Former President of CFA Philippines
April Lynn C. Lee-Tan, CFA is Vice President at COL Financial Group, Inc. and has been Head of Research since 2003.
Tan served as president of CFA Society Philippines from 2009 to 2016. Before assuming the post of President, she also served as the association’s Secretary and has been the Director of the Investment Research Challenge Committee since 2008.
Tan has been involved in equity research since 1996 when she joined the research team of COL Financial Group, Inc. She is a Certified Securities Representative and in 2000, earned the right to use the Chartered Financial Analyst designation.
Tan regularly teaches finance courses for the Philippine Stock Exchange and the Securities and Exchange Commission and appears in local business programs as a resource person for stock market matters.
Tan holds a Bachelor of Science Degree in Management Engineering from the Ateneo de Manila University.
About COL Financial Group, Inc.
COL Financial Group, Inc. (formerly CitisecOnline.com, Inc.) is the leading online stock broker in the Philippines with over 200,000 clients and Php 62 billion in customer assets established in 1999. It is the number one stockbroker in the Philippines in terms of number of executed transactions. COL Financial is a Filipino-owned domestic corporation incorporated with the Securities and Exchange Commission on August 16, 1999, which commenced commercial operations on January 1, 2001.
COL prides itself in making investing in the stock market for everyone by sharing knowledge and market expertise through its user-friendly online trading platform. This offers access to expert opinion and comprehensive research to help the investor take advantage of stock market opportunities, real-time market information, and superior tools and functionalities. COL Financial caters to novice and sophisticated equity investors alike. In addition, continued education is developed through readily available seminars. Dedicated customer support is also provided to guide customers in their investment decisions.
On July 12, 2006, COL listed its shares with the Philippine Stock Exchange at an IPO price of ₱1.36/share. As of November 2016, COL has a market capitalization of almost ₱7.8 billion.
In 2012 and 2013, COL Financial was awarded by the Philippine Stock Exchange with the PSE Bell Awards for Corporate Governance.
In 2015, COL Financial launched COL Fund Source, which allows clients to purchase mutual funds online.
COL Financial has a Hong Kong subsidiary, COL Securities (HK) Limited.
About CFA Society Philippines
CFA Society Philippines promotes the highest ethical standards and professional excellence within the local investment community. CFA Society Philippines is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA® charterholders and CFA® Program candidates locally since 1997.
CFA Society Philippines’ vision is to be a recognized institution in the finance industry with members who are known for their integrity and professional excellence. Its mission is to lead in improving the quality and standards of the financial profession by offering educational programs, creating awareness of the significance of the CFA designation among various constituent groups, being an advocate on behalf of industry issues, and encouraging ethical behavior for the ultimate benefit of the Philippine society.