Nan Lu Email & Phone Number
Senior Portfolio Manager @ STA Wealth Management
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Nan Lu Location
- Houston, TX, US
Nan Lu Work
- Senior Portfolio Manager @ (December 2022 - Present)
- Portfolio Manager @ (August 2019 - December 2022)
- Senior Investment Analyst @ (August 2015 - August 2019)
- Research Scientist @ (April 2012 - August 2014)
Nan Lu Education
- Rice Business
Master of Business Administration (M.B.A.) (Concentration in Finance)
2014-2016 - Baylor College of Medicine
Doctor of Philosophy (Ph.D.)
2005-2011 - Fudan University
Bachelor of Science (B.S.)
1999-2003
Nan Lu Skills
- Adobe Illustrator
- Adobe Photoshop
- Alternative Investments
- Asset Allocation
- Attention to Detail
- Biotechnology
- Bloomberg Terminal
- Business Relationship Management
- Capital IQ
- Claude Skills
- Communication
- Data Analysis
- Data Storytelling
- Data Visualization
- Due Diligence
- Equity Research
- Finance
- Financial Analysis
- Financial Modeling
- Fixed Income Analysis
- Interpersonal Skills
- Investment Advisory
- Investment Management
- Investment Strategies
- Investor Relations
- Microsoft Excel
- Microsoft Power BI
- Microsoft PowerPoint
- Morningstar Direct
- Mutual Funds
- Negotiation
- Portfolio Management
- Private equity due diligence
- Project Management
- Real Estate Due Diligence
- Real Estate Private Equity
- Research
- Strategic financial planning
- Tamarac
- Trading
- Wealth Management
- Writing
Nan Lu Summary
- Nan Lu, based in Houston, TX, US, is currently a Senior Portfolio Manager at Avidian Wealth Solutions. Nan Lu brings experience from previous roles at Avidian Wealth Solutions and Baylor College of Medicine. Nan Lu holds a 2014 - 2016 Master of Business Administration (M.B.A.) in Concentration in Finance @ Rice Business. With a robust skill set that includes Adobe Illustrator, Adobe Photoshop, Alternative Investments, Asset Allocation, Attention to Detail and more. Nan Lu has 3 emails and 1 mobile phone numbers on RocketReach.
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