Nan Lu

Nan Lu is a Senior Portfolio Manager at Avidian Wealth Solutions, LLC in Houston, Texas, where he plays a key role supporting the Chief Investment Officer in monitoring market developments and enhancing financial models and research capabilities. His responsibilities include providing daily support in the Fixed Income investment process, conducting analytics on Government, Municipal, Corporate, and Securitized debt securities, and overseeing due diligence for the firm's Real Estate Funds.

Nan specializes in fixed income asset classes, especially debt securities across public and private markets, and maintains a particular focus on identifying and communicating risk and value opportunities within these sectors. He is also involved in evaluating alternative investments such as real estate funds and has contributed to portfolio construction, risk analysis, and model improvement at Avidian Wealth Solutions.

Prior to his current role, Nan served as a Portfolio Manager and Senior Investment Analyst at Avidian Wealth Solutions and STA Wealth Management, respectively. He holds a Ph.D. in Biochemistry from Baylor College of Medicine, an MBA in Finance from Rice University, and a Bachelor of Science from Fudan University. Nan is also a CFA and CAIA charterholder, underscoring his technical expertise and commitment to professional excellence in the investment management industry.