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Postes actifs de Nan Lu
Sociétés | Poste | Début | 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. | Analyst-Fixed Income | 01/05/2015 | - |
Membre du Comité d'Investissement | 01/05/2015 | - | |
Portfolio Manager-Fixed Income | 01/05/2015 | - |
Historique de carrière de Nan Lu
Formation de Nan Lu
Fudan University | Undergraduate Degree |
Rice University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 3 |
Chine | 2 |
Opérationnelle
Analyst-Fixed Income | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 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 |