About David Lundgren
David Lundgren is a chief market strategist at Stirlingshire Investments.
David Lundgren first appears on SEC filings in 2024.
Experience
This experience comes from David Lundgren's profile and from SEC filings. For roles taken from filings, the years are when the filings name David Lundgren in the role, so the role may have started earlier or lasted longer.
Stirlingshire Investments, Inc. Current
Chief Market Strategist
2024 – Present · New York, NY
Wealth management software for investors and financial advisors.
MI
MOTR Capital Management & Research, Inc. Current
Founder, Chief Market Strategist
2022 – Present
LA
Little Harbor Advisors Current
Portfolio Manager, Chief Market Strategist
2022 – Present
FP
"Fill the Gap" investor podcast Current
Co Host
2021 – Present
KL
Kind Roots, LLC Current
Chief Financial Officer
2020 – Present
CI
CMT Association, Inc. Current
Member Board Of Directors
2013 – Present
IM
Interlink Markets
Strategic Advisor
2021 – 2023
BU
Brandeis University
Adjunct Professor
2015 – 2020
WM
Wellington Management
Director of Technical Research
2007 – 2020
BR
Breakaway Research
President, Owner
2004 – 2007
LC
Lyceum Capital
Technical Analyst
2002 – 2004
FI
Fidelity Investments
Technical Analyst
1999 – 2002
WN
WBZ Channel 4 News
Reporter/Analyst
1999
TF
Thomson Financial
Senior Technical Analyst
1996 – 1999
Key Colleagues at Startups
The people David Lundgren works with at each company, as listed on that company's latest Form D.
Stirlingshire Investments, Inc. · Form D/A, Sep 14, 2026
AK
Ashur Kalb
Board Member
NC
Nicole Cox
Chief of Staff
Scott Friedman
Board of Directors
Steven Woods
Founder & CEO, director
ML
Mara London
CCO
Constantine Gavalas
Chief Technology Officer