![Nan Lu](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Dr. Nan Lu is a Senior Portfolio Manager at Avidian Wealth Enterprises LLC.
In his role, he assists the Chief Investment Officer in monitoring market developments, improves financial models and research tools, and performs up-to-date analytics to make informed investment decisions.
Dr. Lu provides daily support in the Fixed Income investment process by analyzing, evaluating, and communicating risks and value opportunities across Government, Municipal, Corporate, and Securitized debt securities.
He is also responsible for the due diligence of Avidian Wealth Real Estate Funds.
Dr. Lu was previously employed as a Senior Portfolio Manager by Avidian Wealth Solutions LLC (Investment Management).
He holds a Bachelor of Science degree from Fudan University in Shanghai, China, an MBA in Finance from Rice University, and a PhD in Biochemistry from Baylor College of Medicine.
Actieve functies van Nan Lu
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Eerdere bekende functies van Nan Lu
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Avidian Wealth Solutions LLC (Investment Management)
 Avidian Wealth Solutions LLC (Investment Management) Investment ManagersFinance Avidian takes a proactive approach in making strategic and tactical allocation decisions while utilizing both passive and active investment vehicles. The firm’s investment process is rigorous, repeatable, and transparent, featuring a research-driven approach created to advance two primary investment portfolio goals: superior returns and below-average volatility. Their investment committee selects investments using a disciplined, thorough screening process, by weighing each position within the portfolio model relative to its specific purpose, risk, and potential return metrics. | Analist-Vaste Inkomen | 01-07-2024 |
Opleiding van Nan Lu
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
2
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
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Rice University
 Rice University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fudan University
 Fudan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Avidian Wealth Solutions LLC (Investment Management)
Avidian Wealth Solutions LLC (Investment Management) Investment ManagersFinance Avidian takes a proactive approach in making strategic and tactical allocation decisions while utilizing both passive and active investment vehicles. The firm’s investment process is rigorous, repeatable, and transparent, featuring a research-driven approach created to advance two primary investment portfolio goals: superior returns and below-average volatility. Their investment committee selects investments using a disciplined, thorough screening process, by weighing each position within the portfolio model relative to its specific purpose, risk, and potential return metrics. | Finance |
