Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Dave Lundgren, CMT, CFA is a Managing Director and Director of Technical Research at Wellington Management. As a technical analyst, David monitors global equities and equity indices, as well as fixed income, currency, and commodity markets. 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. David also presently teaches a graduate level Technical Analysis course at Brandeis International Business School, in Waltham, Ma. David is a Chartered Financial Analyst (CFA), and a member of the CFA Institute. He graduated with high honors from Babson College (1988), with a degree in finance and investments.