Lundgren

Dave Lundgren

VICE PRESIDENT, SENIOR WEALTH MANAGER

Dave Lundgren is responsible for helping clients develop unique plans at Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. He has a passion for implementing these plans via professionally managed portfolios to meet the overall short- and long-term financial and investment goals of clients.

Dave has more than 25 years of experience in the financial advisory services industry. This long tenure has allowed him to experience many economic cycles, as well as witness the different wealth creation and planning stages for clients. Prior to joining Goldman Sachs Personal Financial Management, Dave held roles at the Senior Vice President level as both a financial advisor and senior private banker with prominent institutions. He worked closely with high-net-worth individuals and businesses, offering comprehensive planning, investments and financial solutions.

Dave has a B.S. degree in business administration and is a graduate of the BBVA Executive Management Program through the McCombs School of Business at The University of Texas at Austin.

An Arizona native, Dave is married to Dalynda (22 years), with three children and one grandchild. Passionate about the outdoors, he can often be found with his family enjoying hiking, camping and mountain biking.

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.