Nan Q. Lu
Portfolio Manager-Equities at Mount Lucas Management LP
Nan Q. Lu active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | 31/12/2003 | - |
Career history of Nan Q. Lu
Former positions of Nan Q. Lu
| Companies | Position | Start | End |
|---|---|---|---|
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. | Founder | 30/12/2003 | - |
Training of Nan Q. Lu
| Princeton University | Graduate Degree |
| The Johns Hopkins University | Doctorate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 1 |
| Graduate Degree | 1 |
| Doctorate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Nan Q. Lu
- Experience
