Profil
Dr. Nan Q.
Lu is Portfolio Manager & Partner at Mount Lucas Management LP.
She has worked in financial analytical modeling and simulation since 2000.
A specialist in stochastic modeling of international financial markets, she joined Mount Lucas in 2004 and provides key leadership in risk management, financial engineering and dynamic optimization.
Before joining Mount Lucas, she was a founding partner of Frontier Wealth Management.
She received a Masters degree from Princeton University in Financial Engineering and a Ph.D.
from The Johns Hopkins University in Computational Fluid Dynamics.
Postes actifs de Nan Q. Lu
| Sociétés | Poste | Début |
|---|---|---|
Mount Lucas Management LP
Mount Lucas Management LP Investment ManagersFinance Mount Lucas offers clients a range of investment products that include actively managed strategies and proprietary passive indices. The firm employs both quantitative and discretionary methods to drive returns. The quantitative component of a strategy uses proprietary trading models to construct a core portfolio for a client. Their discretionary trading consists of individual trading ideas, and global risk and exposure management. | Gestionnaire de Portefeuille-Actions | 01/01/2024 |
Anciens postes connus de Nan Q. Lu
| Sociétés | Poste | Fin |
|---|---|---|
Frontier Wealth Management LLC
Frontier Wealth Management LLC Investment ManagersFinance FWM Legacy applies the principles of asset allocation and Modern Portfolio Theory as part of their investment management and supervisory services to managed accounts. The firm may also use fundamental analysis, technical analysis, tax implications, and tax consequences as methods of analysis. They believe that the key factor to long-term portfolio performance is asset allocation. | Fondateur | - |
Formation de Nan Q. Lu
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Mount Lucas Management LP
Mount Lucas Management LP Investment ManagersFinance Mount Lucas offers clients a range of investment products that include actively managed strategies and proprietary passive indices. The firm employs both quantitative and discretionary methods to drive returns. The quantitative component of a strategy uses proprietary trading models to construct a core portfolio for a client. Their discretionary trading consists of individual trading ideas, and global risk and exposure management. | Finance |
The Johns Hopkins University
The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Frontier Wealth Management LLC
Frontier Wealth Management LLC Investment ManagersFinance FWM Legacy applies the principles of asset allocation and Modern Portfolio Theory as part of their investment management and supervisory services to managed accounts. The firm may also use fundamental analysis, technical analysis, tax implications, and tax consequences as methods of analysis. They believe that the key factor to long-term portfolio performance is asset allocation. | Finance |
















