Profile
Dr. Nan Lu is a Senior Portfolio Manager at Avidian Wealth Solutions LLC.
He joined STA Wealth Management in May 2015.
He assists the Chief Investment Officer monitor market developments, improve financial models and research tools, and perform up-to-date analytics to make informed investment decisions.
He 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 holds a Bachelor of Science degree from Fudan University in Shanghai, China and earned an MBA in Finance from Rice University in Houston.
Nan Lu active positions
| Companies | Position | Start |
|---|---|---|
Avidian Wealth Solutions LLC
 Avidian Wealth Solutions LLC Investment ManagersFinance Avidian Wealth Solutions LLC (Avidian) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Michael Smith in 2003 as Streettalk Advisors LLC and changed their name into STA Wealth Management LLC in 2013. They became Avidian Wealth Solutions LLC in 2021. Avidian provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, and corporations or other business. They also provide investment management services on a wrap fee basis. | Analyst-Fixed Income | 01/05/2015 |
Training of Nan Lu
| Fudan University | Undergraduate Degree |
| Rice University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
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Executives
Linked companies
| Private companies | 1 |
|---|---|
Avidian Wealth Solutions LLC
Avidian Wealth Solutions LLC Investment ManagersFinance Avidian Wealth Solutions LLC (Avidian) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Michael Smith in 2003 as Streettalk Advisors LLC and changed their name into STA Wealth Management LLC in 2013. They became Avidian Wealth Solutions LLC in 2021. Avidian provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, and corporations or other business. They also provide investment management services on a wrap fee basis. | Finance |
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