Nan Lu

PhD, CFA®, CAIA®, MBA, Sr. Portfolio Manager
Nan Lu


Nan Lu joined Avidian Wealth Solutions in May 2015. As a Senior Portfolio Manager, he assists the Chief Investment Officer in monitoring market developments, improves financial models and research tools, and performs up-to-date analytics to make informed investment decisions. Nan provides daily support in the Fixed Income investment process by analyzing, evaluating, and communicating risks and value opportunities across Government, Municipal, Corporate, and Securitized debt securities. He is also responsible for the due diligence of Avidian Wealth Real Estate Funds.

Nan holds a Bachelor of Science degree from Fudan University in Shanghai, China, an MBA in Finance from Rice University, and a PhD in Biochemistry from Baylor College of Medicine.

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