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Nan Q. Lu
Gestor de Cartera-Acciones en Mount Lucas Management LP .
Cargos activos de Nan Q. Lu
Empresas | Cargo | Inicio | Fin |
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Mount Lucas Management LP
![]() Mount Lucas Management LP Investment ManagersFinance Mount Lucas Management LP (Mount Lucas) is an independent, SEC-registered investment advisor headquartered in Newtown, Pennsylvania. The firm was founded in 1986 as Mount Lucas Management Corp. and reorganized in 2010 as Mount Lucas Management LP. Mount Lucas provides alternative asset management services and investment products to institutional investors, pension plans, trusts, mutual funds and high-net-worth individuals. | Gestor de Cartera-Acciones | 01/01/2004 | - |
Historial de carrera de Nan Q. Lu
Antiguos cargos conocidos de Nan Q. Lu.
Empresas | Cargo | Inicio | Fin |
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Frontier Wealth Management LLC
![]() Frontier Wealth Management LLC Investment ManagersFinance Frontier Wealth Management LLC (Frontier) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded by Nan Q. Lu in 2007. In 2022, they were acquired by CapFinancial Partners LLC, a subsidiary of The CapFinancial Group LLC. Frontier offers personal financial planning, consulting and investment supervisory services on managed investment accounts to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations. | Fundador | 31/12/2003 | - |
Formación de Nan Q. Lu.
Princeton University | Graduate Degree |
The Johns Hopkins University | Doctorate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Portfolio Manager-Equities | 1 |
Graduate Degree | 1 |
Doctorate Degree | 1 |
Sectorial
Finance | 3 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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Mount Lucas Management LP
![]() Mount Lucas Management LP Investment ManagersFinance Mount Lucas Management LP (Mount Lucas) is an independent, SEC-registered investment advisor headquartered in Newtown, Pennsylvania. The firm was founded in 1986 as Mount Lucas Management Corp. and reorganized in 2010 as Mount Lucas Management LP. Mount Lucas provides alternative asset management services and investment products to institutional investors, pension plans, trusts, mutual funds and high-net-worth individuals. | Finance |
Frontier Wealth Management LLC
![]() Frontier Wealth Management LLC Investment ManagersFinance Frontier Wealth Management LLC (Frontier) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded by Nan Q. Lu in 2007. In 2022, they were acquired by CapFinancial Partners LLC, a subsidiary of The CapFinancial Group LLC. Frontier offers personal financial planning, consulting and investment supervisory services on managed investment accounts to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations. | Finance |
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