Profiel
Mr. David H.
Lund, CFA MBA, is a Portfolio Manager at Nuveen Asset Management LLC.
He specializes in the demographic dividend, modal shift in transportation/distribution, and feeding the world themes.
Mr. Lund began working in the financial industry in 2005 and joined the firm in 2011.
Previously, he worked as a global research analyst for Huber Capital Management and as a research analyst for Trust Company of the West.
Prior to that, he was an acquisitions and asset manager with Wasatch Advantage Group, LLC as well as at SB Martin and Associates.
Mr. Lund received a B.A.
in economics and history from Brigham Young University and an M.B.A.
from the University of Southern California, Marshall School of Business.
He also holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Eerdere bekende functies van David Howard Lund
| Bedrijven | Functie | Einde |
|---|---|---|
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Analyst-Equity | 01-01-2020 |
Santa Barbara Asset Management LLC
 Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Analyst-Equity | 28-02-2013 |
Wasatch Property Management, Inc.
 Wasatch Property Management, Inc. Real Estate DevelopmentFinance Wasatch Property Management, Inc. manages apartments. The private company is based in Logan, UT and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Huber Capital Management LLC
 Huber Capital Management LLC Investment ManagersFinance Huber Capital Management LLC (HCM) is a SEC-registered investment advisor headquartered in El Segundo, California. The firm was founded in 2007 and is a subsidiary of Huber Capital Holdings LLC, owned by JRH Enterprises, Inc. HCM provides portfolio management services to mutual funds and institutional separate accounts. | Corporate Officer/Principal | - |
Opleiding van David Howard Lund
| Brigham Young University | Undergraduate Degree |
| USC Marshall School of Business | Masters Business Admin |
Ervaring
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| Bedrijven in privébezit | 4 |
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Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Finance |
Huber Capital Management LLC
Huber Capital Management LLC Investment ManagersFinance Huber Capital Management LLC (HCM) is a SEC-registered investment advisor headquartered in El Segundo, California. The firm was founded in 2007 and is a subsidiary of Huber Capital Holdings LLC, owned by JRH Enterprises, Inc. HCM provides portfolio management services to mutual funds and institutional separate accounts. | Finance |
Wasatch Property Management, Inc.
Wasatch Property Management, Inc. Real Estate DevelopmentFinance Wasatch Property Management, Inc. manages apartments. The private company is based in Logan, UT and has subsidiaries in the United States. | Finance |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Finance |