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David Lundgren, CMT, CFA

David Lundgren, CMT, CFA is a Vice President and Technical Analyst at Wellington Management, Boston, where he 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 a CMT charter holder and a member of the Market Technicians Association. He graduated with high honors from Babson College (1988), with a degree in finance and investments.

What's Happening at the MTAEF
Information on the latest news and upcoming events.

Nov. 28th, 2016

The 2016 Market Technicians Association Educational Foundation annual fundraiser was held on October 26th at The Yale Club of New York City. This yearly event is an important source of funding that contributes to the foundation’s ongoing efforts to establish, … Continue reading

Aug. 14th, 2015

Phil Roth, CMT recently made public his Masters Thesis, “Investors Make Bottoms; Traders Make Tops.”  Below, you can find an abstract from the paper: Preface My intention is not to defend or deny the theories of “Behavioral Finance”.  It has long … Continue reading