David Lundgren
Gestor de Cartera-Acciones en Little Harbor Advisors LLC .
Perfil
Mr. David Lundgren, CFA, is a Chief Market Strategist & Portfolio Manager at Little Harbor Advisors LLC.
He is the former Director of Technical Research at Wellington Management (Nov.
2007-Dec.
2020), where he was also a portfolio manager with extensive experience managing global long only and US long-short portfolios.
Mr. Lundgren also held senior analyst positions at Fidelity & Thomson Financial (May 1996-Sept.
2002).
In addition, he has started several research and investment firms, including hedge fund Lyceum Capital (Sept.
2002-Dec 2004), Breakaway Research (Jan.
2004-Nov.2007), and most recently MOTR Capital Management & Research, Inc. (March 2022).
He received his undergraduate degree from Babson College.
Cargos activos de David Lundgren
| Empresas | Cargo | Inicio |
|---|---|---|
Little Harbor Advisors LLC
 Little Harbor Advisors LLC Investment ManagersFinance Little Harbor Advisors LLC (LHA) is an independent registered investment advisor headquartered in Marblehead, Massachusetts. Founded in 2012, LHA builds and delivers tactical strategies and innovative investment structures that are customized for the alpha and beta requirements of institutional investors, wealth advisors, and portfolio managers. The firm provides discretionary investment advisory services to LHA Market State ETFs. | Gestor de Cartera-Acciones | 01/03/2022 |
Antiguos cargos conocidos de David Lundgren.
| Empresas | Cargo | Fin |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Gestor de Cartera-Acciones | 01/12/2020 |
Breakaway Crowdfunding Pty Ltd.
 Breakaway Crowdfunding Pty Ltd. Investment ManagersFinance Part of Breakaway Investment Group Pty Ltd., Breakaway Crowdfunding Pty Ltd. is an Australian company that provides investment research. The company is based in Sydney, Australia. The company was founded by Stephen Bruce Bartrop, Grant Alan Craighead. Grant Alan Craighead has been the CEO since incorporation. | Corporate Officer/Principal | - |
Formación de David Lundgren.
| Babson College | Undergraduate Degree |
Experiencias
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Little Harbor Advisors LLC
Little Harbor Advisors LLC Investment ManagersFinance Little Harbor Advisors LLC (LHA) is an independent registered investment advisor headquartered in Marblehead, Massachusetts. Founded in 2012, LHA builds and delivers tactical strategies and innovative investment structures that are customized for the alpha and beta requirements of institutional investors, wealth advisors, and portfolio managers. The firm provides discretionary investment advisory services to LHA Market State ETFs. | Finance |
Breakaway Crowdfunding Pty Ltd.
Breakaway Crowdfunding Pty Ltd. Investment ManagersFinance Part of Breakaway Investment Group Pty Ltd., Breakaway Crowdfunding Pty Ltd. is an Australian company that provides investment research. The company is based in Sydney, Australia. The company was founded by Stephen Bruce Bartrop, Grant Alan Craighead. Grant Alan Craighead has been the CEO since incorporation. | Finance |
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