David Lundgren

Operating Director

ClearPoint Investment Partners

Office Phone:

(415) 890-5828


  Pro - Try 1 Week Free
 

    and access,

  •     80K PE/M&A Contacts
  •     +
  •     4.6K PE Firms
  •     3.6K M&A Advisors
  •     199K Transactions
  •     202K Companies

  •     Market Services
  •     Build Lists
  •     Research Sectors
  •     Uncover Opportunities

Bio

David Lundgren is an Operating Director at ClearPoint. Dave brings to ClearPoint nearly 30 years of building top-tier management teams and growing companies in primarily the insurance and credit union sectors. Dave is the CEO of HLT Financial Partners, an investment vehicle targeting companies in the financial services sector. Previously, Dave was Chief Operations Officer of CUNA Mutual Group, a leading provider of financial services to credit unions. Prior to CUNA Mutual, Dave was Chief Administrative Officer of Fireman's Fund Insurance Company (Allianz) and also held senior executive roles at Aetna. He began his career with General Electric where he held various general management positions. Dave holds an M.A. in education from the University of South Carolina and a B.S. in business administration from the University of South Carolina. He serves on the boards of Breckenridge Insurance Group and Jewelers Mutual Insurance Company.

Education