Nan Lu
Analyst-Festverzinsliche Wertpapiere bei Avidian Wealth Solutions LLC
Aktive Positionen von Nan Lu
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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-Festverzinsliche Wertpapiere | 01.05.2015 | - |
| Mitglied des Investmentausschusses | 01.05.2015 | - | |
| Portfolio Manager-Fixed Income | 01.05.2015 | - |
Karriereverlauf von Nan Lu
Ausbildung von Nan Lu
| Fudan University | Undergraduate Degree |
| Rice University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 3 |
| China | 2 |
Operativ
| Analyst-Fixed Income | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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 |
