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David Lundgren
Gestore di Portafoglio-Azioni presso Little Harbor Advisors LLC
Posizioni attive di David Lundgren
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/03/2022 | - |
Stratega di mercato | 01/03/2022 | - |
Storia della carriera di David Lundgren
Precedenti posizioni note di David Lundgren
Società | Posizione | Inizio | Fine |
---|---|---|---|
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-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, and to investment vehicles that the firm sponsors. | Gestore di Portafoglio-Azioni | 01/11/2007 | 01/12/2020 |
Stratega di mercato | 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 | - | - |
Formazione di David Lundgren
Babson College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Australia | 2 |
Posizioni
Portfolio Manager-Equities | 2 |
Market Strategist | 2 |
Corporate Officer/Principal | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-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, and 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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