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Profile
Brian Zachary Lund worked as an Analyst at The Motley Fool Holdings, Inc. in 2001.
In 2004, Mr. Lund was an Equity Analyst at Morningstar, Inc. during the same year.
From 2004 to 2019, Mr. Lund was Managing Director & Portfolio Manager at ClearBridge LLC.
Mr. Lund also held the title of Managing Director & Portfolio Manager at ClearBridge Investments LLC.
Mr. Lund completed undergraduate studies at the University of Minnesota in 1992 and graduate studies at The University of North Carolina at Chapel Hill in 1997.
Former positions of Brian Lund
| Companies | Position | End |
|---|---|---|
ClearBridge LLC
 ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Portfolio Manager-Equities | 03/04/2019 |
The Motley Fool Holdings, Inc.
 The Motley Fool Holdings, Inc. Investment ManagersFinance Operates as a multimedia financial services company that provides websites, books, newspaper columns, TV appearances and newsletters solutions | Corporate Officer/Principal | 31/12/2000 |
ClearBridge Investments LLC
 ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments is a global equity manager that seeks to deliver long-term results through authentic active management by offering investment solutions that emphasize differentiated, bottom-up stock selection. The firm offers strategies focused on three primary client objectives: high active share, income solutions and low volatility. ClearBridge Investments performs research on an ongoing basis for the maintenance of existing investments, and to identify new investment opportunities. They integrate ESG considerations into their fundamental research process across all strategies. | Portfolio Manager-Equities | - |
| MORNINGSTAR, INC. | Corporate Officer/Principal | 31/12/2003 |
Training of Brian Lund
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
94
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Finance |
Morningstar, Inc.
 Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services | Commercial Services |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of North Carolina at Chapel Hill
 The University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Motley Fool Holdings, Inc.
The Motley Fool Holdings, Inc. Investment ManagersFinance Operates as a multimedia financial services company that provides websites, books, newspaper columns, TV appearances and newsletters solutions | Finance |
ClearBridge Investments LLC
ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments is a global equity manager that seeks to deliver long-term results through authentic active management by offering investment solutions that emphasize differentiated, bottom-up stock selection. The firm offers strategies focused on three primary client objectives: high active share, income solutions and low volatility. ClearBridge Investments performs research on an ongoing basis for the maintenance of existing investments, and to identify new investment opportunities. They integrate ESG considerations into their fundamental research process across all strategies. | Finance |
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