Nan Lu

PhD, CFA®, MBA, Sr. Portfolio Manager

Nan Lu joined Avidian Wealth Solutions in May 2015. As a Senior Portfolio Manager, he assists the Chief Investment Officer Monitor market developments, improves financial models and research tools, and perform 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 and earned an MBA in Finance from Rice University in Houston.


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Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!