Manager: Julia Lundstrom
Address: PO Box 2854, Denver, CO, 80201, U.S.A.
PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.
Ms. Lundstrom attended the University of California, San Diego and graduated in May of 1998 with a Bachelor of Arts in Economics.
In that same year, Ms. Lundstrom
became Series 7 Licensed and created her
own investment management firm, JuliaOne Investments in August 1998.
Through JuliaOne Investments, Ms. Lundstrom
managed long stock and option positions for clients for until March of 2000.
In March of 2000, Ms. Lundstrom became the Investment Manager at Gray Cary Ware and Freidenrich (now DLA Piper, a law firm) managing their Private Equity Fund which invested in start up clients.
During her time at Gray Cary, Ms. Lundstrom completed her education at the College for Financial Planning and earned her Certified Financial Planner Certification in February 2004.
In March of 2004, Ms. Lundstrom left Gray Cary that same month began working with individual clients and businesses in the public markets at Smith Barney, a brokerage firm and subsidiary of Citigroup Global Markets, Inc.
Over the last 5 years working at Smith Barney, Ms. Lundstrom managed over 180 client accounts doing financial planning and providing investment advice.
began looking at a trading system in November of 2006 after noticing patterns in the market on a daily bases.
began collecting data and spent the next year back testing her
trading system back to April 1998.
began implementing her
system in November of 2007 and has continued to keep up to date data.
The performance results of Ms. Lundstrom's
trading program are available on page 16 of this document and the proprietary performance results of Ms. Lundstroms trading program are available on page 18 of this document.
In November 20th of 2008, Ms. Lundstrom
became a Series 3 Licensed Associated Person with Smith Barney/Citigroup by the National Futures Association
On March 10th, 2009, Ms. Lundstrom left Smith Barney/Citigroup and became registered as an Associated Person and Principal with SilverBack Managed Futures PA LLC..