Luan isresponsible for manager research and due diligence, assisting the team with portfolio construction, and manager performance monitoring. Luan has over 20 years of experience in the financial industry, including portfolio construction, program trading, fund accounting, compliance oversight, and investment operations. Formerly, Luan was a Portfolio Engineer with Denali Advisors, LLC. Before joining Denali, he was a team member of TD Waterhouse Technology Brokerage Unit. Luan holds a BA in Economics from the University of California, San Diego. He is a CFA charter holder and a member of the CFA Institute and the CFA Society of San Francisco. Luan has been with the firm since 2014.