James C. Lu
Profile
Mr. James C.
Lu is a Director at Wells Fargo Family Wealth.
Mr. Lu holds the designation of Chartered Financial Analyst and is a member of the Association of Investment Management and Research.
He holds a Bachelor of Science degree from Kansas State University and a Masters Degree in Business Administration from the University of Missouri in Kansas City.
Former positions of James C. Lu
| Companies | Position | End |
|---|---|---|
Wells Fargo Family Wealth
 Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Portfolio Manager-Equities | 07/08/2013 |
Training of James C. Lu
| Kansas State University | Undergraduate Degree |
| University of Missouri | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |
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