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David Lundgren
Portfolio Manager-Equities at Little Harbor Advisors LLC
David Lundgren active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | 01/03/2022 | - |
Market Strategist | 01/03/2022 | - |
Career history of David Lundgren
Former positions of David Lundgren
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | 01/11/2007 | 01/12/2020 |
Market Strategist | 01/11/2007 | 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 | - | - |
Training of David Lundgren
Babson College | Undergraduate Degree |
Statistics
International
United States | 4 |
Australia | 2 |
Operational
Portfolio Manager-Equities | 2 |
Market Strategist | 2 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
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 |
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 |
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 |
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