Nan Q. Lu

Portfolio Manager-Equities at Mount Lucas Management LP

Finance

Consumer Services

Profile

Dr. Nan Q.
Lu is Portfolio Manager & Partner at Mount Lucas Management LP.
She has worked in financial analytical modeling and simulation since 2000.
A specialist in stochastic modeling of international financial markets, she joined Mount Lucas in 2004 and provides key leadership in risk management, financial engineering and dynamic optimization.
Before joining Mount Lucas, she was a founding partner of Frontier Wealth Management.
She received a Masters degree from Princeton University in Financial Engineering and a Ph.D.
from The Johns Hopkins University in Computational Fluid Dynamics.

Nan Q. Lu active positions

Companies	Position	Start
Mount Lucas Management LP Mount Lucas Management LP Investment ManagersFinance Mount Lucas Management LP (Mount Lucas) is an independent, SEC-registered investment advisor headquartered in Newtown, Pennsylvania. The firm was founded in 1986 as Mount Lucas Management Corp. and reorganized in 2010 as Mount Lucas Management LP. Mount Lucas provides alternative asset management services and investment products to institutional investors, pension plans, trusts, mutual funds and high-net-worth individuals.	Portfolio Manager-Equities	01/01/2004

All active positions of Nan Q. Lu

Former positions of Nan Q. Lu

Companies	Position	End
Frontier Wealth Management LLC Frontier Wealth Management LLC Investment ManagersFinance Frontier Wealth Management LLC (Frontier) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded by Nan Q. Lu in 2007. In 2022, they were acquired by CapFinancial Partners LLC, a subsidiary of The CapFinancial Group LLC. Frontier offers personal financial planning, consulting and investment supervisory services on managed investment accounts to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations.	Founder	-

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Training of Nan Q. Lu

Princeton University	Graduate Degree
The Johns Hopkins University	Doctorate Degree

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Linked companies

Private companies	2
Mount Lucas Management LP Mount Lucas Management LP Investment ManagersFinance Mount Lucas Management LP (Mount Lucas) is an independent, SEC-registered investment advisor headquartered in Newtown, Pennsylvania. The firm was founded in 1986 as Mount Lucas Management Corp. and reorganized in 2010 as Mount Lucas Management LP. Mount Lucas provides alternative asset management services and investment products to institutional investors, pension plans, trusts, mutual funds and high-net-worth individuals.	Finance
Frontier Wealth Management LLC Frontier Wealth Management LLC Investment ManagersFinance Frontier Wealth Management LLC (Frontier) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded by Nan Q. Lu in 2007. In 2022, they were acquired by CapFinancial Partners LLC, a subsidiary of The CapFinancial Group LLC. Frontier offers personal financial planning, consulting and investment supervisory services on managed investment accounts to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations.	Finance