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Cargos activos de Nan Lu
Empresas | Cargo | Inicio | Fin |
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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. | Analista-Renta Fija | 01/05/2015 | - |
Miembro del Comité de Inversión | 01/05/2015 | - | |
Portfolio Manager-Fixed Income | 01/05/2015 | - |
Historial de carrera de Nan Lu
Formación de Nan Lu.
Fudan University | Undergraduate Degree |
Rice University | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 3 |
China | 2 |
Operativa
Analyst-Fixed Income | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorial
Consumer Services | 3 |
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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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 |
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