Dave Lundgren, CMT, CFA

Dave Lundgren, CMT, CFA: As a technical analyst, David monitors global equities and equity indices, as well as fixed income, currency, and commodity markets. Although he regularly reviews traditional technical indicators, including oscillators, moving averages, money flows, sentiment gauges, and volatility, he relies primarily on a quantitative technical research process he personally developed based on trend, momentum, and relative strength. Prior to joining Wellington Management in 2007, David owned and operated Breakaway Research, Inc., an independent research firm which he launched in 2004. Prior to launching Breakaway, David was a founding partner and senior Technical Analyst at Lyceum Capital Partners (2002 – 2004), a global equity hedge fund. Prior to that, he was a technical analyst at Fidelity Investments (1999 – 2002). In addition, David was a senior technical analyst at Thomson Global Markets, and proprietor of Lundgren Financial Services, which he launched to jointly publish a technical research product with Thomson Financial. David is a Chartered Financial Analyst (CFA), and a member of the CFA Institute and the Boston Security Analysts Society (BSAS). He is an Associate Member of the Market Technicians Association. He graduated with high honors from Babson College (1988), with a degree in finance and investments.