David Lundgren, CFA, CMT

Vice President and Technical Analyst, Wellington Management
Boston, Massachusetts, USA


As a technical analyst, David Lundgren monitors global equities and equity indices as well as fixed income, currency, and commodity markets. In addition, he manages a long/short US Equity portfolio. 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, Mr. Lundgren owned and operated Breakaway Research, Inc., an independent research firm that he launched in 2004. Prior to launching Breakaway, he 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, Mr. Lundgren 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.

Mr. Lundgren is a Chartered Market Technician (CMT) and a member of the Market Technician’s Association (MTA). He is also Chartered Financial Analyst (CFA), as well as a member of the CFA Institute and the Boston Security Analysts Society (BSAS). He graduated with high honors from Babson College (1988) with a degree in finance and investments.

Panel Discussion

Technical Analysis Education at Universities around the World: How is Technical analysis being taught at increasing numbers of universities around the world?

Panel Discussion

CFAs & Technical Analysis: Why and how do CFAs use Technical Analysis?