Nan Lu

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Finance

Profile

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.

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Former positions of Nan Lu

Companies	Position	End
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.	Analyst-Fixed Income	01/07/2024

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Linked companies

Private companies	3
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

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