Nan Q. Lu
Gestore di Portafoglio-Azioni presso Mount Lucas Management LP
Posizioni attive di Nan Q. Lu
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/01/2004 | - |
Storia della carriera di Nan Q. Lu
Precedenti posizioni note di Nan Q. Lu
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Fondatore | 31/12/2003 | - |
Formazione di Nan Q. Lu
| Princeton University | Graduate Degree |
| The Johns Hopkins University | Doctorate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Portfolio Manager-Equities | 1 |
| Graduate Degree | 1 |
| Doctorate Degree | 1 |
Settori
| Finance | 3 |
| Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
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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