Nan Lu, PhD MBA CFA CAIA

Nan Lu, PhD MBA CFA CAIA

Senior Portfolio Manager @ Avidian Wealth Solutions

About

Important Disclosure Avidian Wealth Solutions (“AWS”) is a registered investment advisor, and I am an active firm member of AWS (referred to jointly as “We”). This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. We do not provide compensation for “testimonies,” “likes,” or “endorsements” found on this social media platform. Third-party rankings or rating of AWS or any team member will disclose the parameters that were used in the consideration directly under the ranking/rating or via a hyperlink. The opinions expressed herein are those of the author and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of AWS, and are only for general informational purposes as of the date indicated. We believe that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated.

Country

United States

City

Houston

Industry

Financial Services

Skill

Claude Skills, Microsoft Power BI, Data Storytelling, Data Visualization, Writing, Negotiation, Interpersonal Skills, Communication, Business Relationship Management, Attention to Detail, Investment Management, Fixed Income Analysis, Microsoft Excel, Portfolio Management, Bloomberg Terminal, Capital IQ, Morningstar Direct, Tamarac, Equity Research, Real Estate Private Equity

Experience

Avidian Wealth Solutions

Senior Portfolio Manager

Avidian Wealth Solutions

LinkedIn
2022-12 - Present · 3 yrs 9 mos
Avidian Wealth Solutions

Portfolio Manager

Avidian Wealth Solutions

LinkedIn
2019-8 - 2022-12 · 3 yrs 5 mos

Houston, Texas Area

Avidian Wealth Solutions

Senior Investment Analyst

Avidian Wealth Solutions

LinkedIn
2015-8 - 2019-8 · 4 yrs 1 mo

Houston, Texas Area

Baylor College of Medicine

Research Scientist

Baylor College of Medicine

LinkedIn
2012-4 - 2014-8 · 2 yrs 5 mos

Houston, Texas Area

Education

Rice Business

Rice Business

LinkedIn

Concentration in Finance

2014 - 2016 · 2 yrs
Baylor College of Medicine

Baylor College of Medicine

LinkedIn
2005 - 2011 · 6 yrs
Fudan University

Fudan University

LinkedIn
1999 - 2003 · 4 yrs

Nan Lu, PhD MBA CFA CAIA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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