Ted Lundgren

Ted Lundgren Email and Phone Number

Managing Principal @ Houston, TX, US
Houston, TX, US
Ted Lundgren's Location
Houston, Texas, United States, United States
Ted Lundgren's Contact Details

Ted Lundgren work email

Ted Lundgren personal email

n/a

Ted Lundgren phone numbers

About Ted Lundgren

Experienced Investment Advisory Business Owner, expert in investment advisory, asset management, asset allocation, and alternative investments to manage clients' behavioral biases and keep them invested to successfully meet investment objectives. Highly proficient in quantitative intestment systems development, testing, and management; as well as systematically combining investment programs to reduce volatility and improve performance.Strong entrepreneurial professional. Dynamic team leader, skilled at coaching and motivating others, and aligning diverse teams.

Ted Lundgren's Current Company Details
Numetrix Capital

Numetrix Capital

Managing Principal
Houston, TX, US
Ted Lundgren Work Experience Details
  • Numetrix Capital
    Managing Principal
    Numetrix Capital
    Houston, Tx, Us
  • Hg Capital Advisors, Llc
    Business Owner Investment Advisory -- Managing Principal & Chief Investment Officer
    Hg Capital Advisors, Llc Apr 1999 - Present
    Houston, Texas
    Build trusted relationships with clients; understand their objectives and risk profile to deliver customized financial plans and investment portfolios that meet financial goals throughout their lives. Effectively manage client expectations to keep them comfortable, invested and on-track to meet their objectives.Key Skills:Building strong customer relationshipsExpert in portfolio management
  • Numetrix Capital
    Managing Principal
    Numetrix Capital Jul 2012 - Present
    Built joint venture with six peer companies to create a multi-manager money management platform -- distributed through partners throughout the U.S. Co-wrote algorithm which executes program daily to make quantitative adjustment to market positions.Key proficiencies:Highly experienced in quantitative investment systems development, testing and managementExpert in blending multiple programs to optimize performance and reduce volatility
  • National Association Of Active Investment Managers (Naaim)
    Chairman
    National Association Of Active Investment Managers (Naaim) May 2016 - May 2017
    Houston, Texas
  • Raymond James
    Investment Advisor Representative / Money Manager
    Raymond James Mar 1995 - Apr 1999
    Houston, Texas
    View

Ted Lundgren Skills

Investment Advisory Investments Asset Management Asset Allocation Asset Managment Alternative Investments

Ted Lundgren Education Details

Frequently Asked Questions about Ted Lundgren

What company does Ted Lundgren work for?

Ted Lundgren works for Numetrix Capital

What is Ted Lundgren's role at the current company?

Ted Lundgren's current role is Managing Principal.

What is Ted Lundgren's email address?

Ted Lundgren's email address is tl****@****box.com

What is Ted Lundgren's direct phone number?

Ted Lundgren's direct phone number is +131275*****

What schools did Ted Lundgren attend?

Ted Lundgren attended Indiana University Bloomington, Indiana University Bloomington.

What skills is Ted Lundgren known for?

Ted Lundgren has skills like Investment Advisory, Investments, Asset Management, Asset Allocation, Asset Managment, Alternative Investments.

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