Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Dave Lundgren, CMT, CFA is a 30-year investment industry veteran, with a focus on technical analysis strategies, particularly momentum and trend following.
He has held both analyst and portfolio manager positions at several major investment firms, including Wellington Management, Fidelity Investments, and Thomson Financial. In addition, David has started several research and investment firms, including Lundgren Financial Services, Breakaway Research, and hedge fund Lyceum Capital.
David also taught a graduate level Technical Analysis course at Brandeis International Business School, in Waltham, Ma., where he was honored to receive the 2015 Excellence in Teaching Award in his first year. David is a Chartered Financial Analyst (CFA), and a member of the CFA Institute. He is also a Chartered Market Technician (CMT), and serves on the CMT Association’s board of directors. He recently launched the “Fill the Gap” podcast for the CMT Association.
David graduated with high honors from Babson College (1988), with a degree in finance and investments.