Profile
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.
Former positions of David Howard Lund
| Companies | Position | End |
|---|---|---|
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques. | Analyst-Equity | 2019-12-31 |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance SBAM is a fundamentally focused investment firm that seeks companies with strong fundamentals and a clear commitment to growing their dividend. The firm provides separate account investment advisory services in dividend-focused strategies. Their portfolio managers are responsible for the investment decisions with respect to an investment strategy selected by the client. | Analyst-Equity | 2013-02-27 |
Wasatch Property Management, Inc.
Wasatch Property Management, Inc. Real Estate DevelopmentFinance Manages apartments | Corporate Officer/Principal | - |
Huber Capital Management LLC
Huber Capital Management LLC Investment ManagersFinance HCM aims to provide clients with superior risk-adjusted returns over the long term while maintaining the highest levels of client service. Their investment process is driven by in-depth, internal, bottom-up fundamental research. They generally make sell decisions based on valuation, risk and portfolio guidelines or restrictions. | Corporate Officer/Principal | - |
Training of David Howard Lund
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance SBAM is a fundamentally focused investment firm that seeks companies with strong fundamentals and a clear commitment to growing their dividend. The firm provides separate account investment advisory services in dividend-focused strategies. Their portfolio managers are responsible for the investment decisions with respect to an investment strategy selected by the client. | Finance |
Brigham Young University
Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Huber Capital Management LLC
Huber Capital Management LLC Investment ManagersFinance HCM aims to provide clients with superior risk-adjusted returns over the long term while maintaining the highest levels of client service. Their investment process is driven by in-depth, internal, bottom-up fundamental research. They generally make sell decisions based on valuation, risk and portfolio guidelines or restrictions. | Finance |
Wasatch Property Management, Inc.
Wasatch Property Management, Inc. Real Estate DevelopmentFinance Manages apartments | Finance |
USC Marshall School of Business
USC Marshall School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques. | Finance |
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