Peter Lundstedt, CEO, CIO

Equity Portfolio Strategist, Asset Manager

Registered Investment Advisor
Greenwich Asset Management Group, LLC
2 Sound View Dr. Suite 100
Greenwich, CT 06830 United States
"Committed to Excellence"
Office: 01(203) 622-1305
Fax: 01(203) 622-1306
Cell: 01 (203) 733-0311
Web site: www.gamgllc.com
Email:
Objective: To work for equity portfolio decision makers such as treasurers, CEO'
s, comptrollers, municipalities, governments, mutual funds, hedge funds, pension
funds,
endowments, foundations, accredited individuals who wish to outsource their equi
ty portfolio
management to an independent equity portfolio management specialist and who feel
comfortable with Schwab Institutional as their custodian or any other suitable c
ustodian.
If stocks were graded on a fundamental scale of A B C D F, then most equity port
folios would
hold an average of C-. I bring US and ADR stock portfolio's back up to A and B h
oldings only.
With this system, it is estimated that at least 40 other analysts, at several di
fferent top financial
firms, have viewed each stock we grade. That's 40 individuals who see the world
in 40
different ways all seeing the same value from 40 different points of view.
The process of portfolio reconstruction entails "managing" our way out of the cu
rrent stock
portfolio, if needed, while, at the same time, "managing" our way into a potenti
ally higher rated
or more appropriate portfolio. "Managing" here means studying each company in th
e equity
portfolio as to their fundamental and technical characteristics in relation to t
he overall market.
Employment Experience:
Experienced financial services professional with 23 years in financial instituti
ons and 15 years at several prestigious brokerage firms on Wall Street, eventual
ly promoted to Vice President and Senior Vice President of Investments. Licenses
: Series 24, 7, 63, 65, insurance. Five years portfolio construction training an
d trading by former manager of $30 billion New York State Common Retirement Fund
. Four years equity portfolio training by former BS Director of Research who ran
$100 million covered call writing portfolio.
2001 - Present Greenwich Asset Management Group, LLC; CEO, CIO, Equity Portfolio
Strategist, Asset Manager, Registered Investment Advisor. Clearing agent: Fidel
ity and JP Turner & Co., 2001-2007.
"Providing Independent, unbiased, transparent, and investment banking free advic
e."
As an Independent Registered Investment Advisor. GAMG, LLC designs and implement
s strategies based on a growth investment philosophy determined by a proprietary
system, developed and refined over the past twenty three years by CEO and Direc
tor of Portfolio Management, Peter Lundstedt.
Navigated successfully through bear markets of 1987, 1990, 1998, 2000 - 2001, 20
02 and 2008.
Exceptional performance in 2008, 16.81% better than the SP500 for long equity on
ly.
Investment advisory services provided through Greenwich Asset Management Group,
LLC, a registered investment advisor.
Awards:
Hi Peter; Congratulations! Your product(s) listed below made IIS' PSN Top Guns l
ist! This means that you were one of the 10 best performers in at least one of 5
2 peer groups. In a volatile market environment, delivering this good news to yo
ur clients and prospects is more important than ever. The PSN Communications tea
m is pleased to offer you a number of efficient, cost effective ways to show off
your PSN Top Guns status.
Your PSN Top Guns Products:
GAMGLG 1 Stars Global Equity Universe
GAMGLG 2 Stars Global Equity Universe
Thanks
Ruth
www.Informais.com
P: 914-509-1547
F: 914-509-1647
1995 - 2001 Top Producer, Janney Montgomery Scott, LLC
Janney Montgomery Scott Inc. began in Philadelphia as Montgomery Clothier & Tyle
r in 1907. Walter Janney joined the firm in 1911, so when Montgomery, Clothier a
nd Tyler left the firm in 1921, it was renamed Janney & Company. A series of mer
gers and acquisitions brought the estranged Montgomery and Scott back into the c
orporate fold and, in 1971, Janney Montgomery Scott began anew. In 1978 JMS acqu
ired Hoppin Watson, along with the establishment date of 1832 and the second-old
est seat on the NYSE. In 1982 Janney Montgomery Scott, Inc. became a Penn Mutual
Company.
Janney's Mission: build enduring client relationships based upon integrity, expe
rience and trust by providing objective advice and superior service that lead ou
r clients to the achievement of their financial goals. Janney's Principles: Focu
s on clients. Clients are at the core of Janney's existence and future and we wi
ll concentrate on quality advice and service to them everyday. Focus on excellen
ce, respect and professional development. Empower our Financial Consultants, Man
agers and Associates to perform at their best and achieve professional satisfact
ion by providing an environment of engagement, education, respect and appreciati
on. Focus on ethics and quality. Ethical behavior is paramount, every day. Quali
ty of service is second to none.
1990 - 1995 Top Producer A.G. Edwards
Down-to-earth attitude: A.G. Edwards' tactic involves a homespun philosophy--"pu
tting the interests of your customer first is just plain smart business"--and it
seems to have served them well. More Main Street than Wall Street, the St. Loui
s-based A.G. Edwards operates one of the largest retail distribution systems in
the brokerage industry, with $374 billion in client assets as of March 2007. The
firm also offers a diverse range of financial products and services, including
securities and commodities brokerage, investment banking, investment management
(through A.G. Edwards Asset Management), mutual funds and insurance. With nearly
7,000 financial consultants working in 744 offices in the U.S. and two overseas
(London and Geneva), A.G. Edwards has positioned itself as a major industry pla
yer.
1986 - 1990 Top Producer Kpstn, Van Alen & Co Investments
Clearing agent was Citibank(r) Global Clearing Services; the client-focused appr
oach of Citibank(r) Global Clearing Services provides financial strength, simpli
fied transaction management, innovative payment solutions, unmatched customer se
rvice, robust system architecture.
Education:
1981 - 1986 Bachelor of Science Degree in International Business, Fischer Colleg
e of Business,
The Ohio State University. In 1981, OSU had 60,000 students. Only 90 majored in
International Business.
The Ohio State University (OSU) is a public research university in the state of
Ohio. It was founded in 1870 as a land-grant university and is currently the lar
gest single-campus university in the United States. Ohio State is currently rank
ed by U.S. News & World Report as the best public university in Ohio, among the
top 60 universities in the United States, and among the top 20 public universiti
es in the United States. Ohio State has been officially designated as the flagsh
ip institution of the state's public system of higher education by the newly cen
tralized University System of Ohio.
Mr. Lundstedts father was Professor of Public Policy and Management in the Colle
ge of Social and Behavioral Sciences, and Professor of Management and Human Reso
urces in The Fisher College of Business at The Ohio State University, Columbus,
Ohio. He graduated with AB and Ph.D. degrees from The University of Chicago and
with a Master of Science Degree from the Harvard University School of Public Hea
lth. He also served at Harvard as a USPHS Post Doctoral Fellow in mental health/
public health. At the University of Chicago he worked closely with Professor Ben
jamin S. Bloom in research on the influence of learning environments on the form
ation of personality and human performance and took part in interdisciplinary pr
ograms in psychology, human development and education.
Military:
1979 - 1980 U.S. Army support specialist, 1st Battalion, 1st Infantry Regiment,
United States Military Academy
The 1st Infantry Regiment draws its lineage from a distinguished line of post Re
volutionary War Infantry Regiments and is credited with thirty-nine campaign str
eamers. and to furnish the enlisted garrison for West Point and Stewart Army Sub
-post; The United States Military Academy at West Point (also known USMA, West P
oint, or Army) is a four-year coeducational federal service academy located at W
est Point, New York. West Point was first occupied by the Continental Army on 27
January 1778, making it the longest continually occupied post in the United Sta
tes. Established in 1802, USMA is the oldest of the United States' five service
academies. The military garrison at West Point played a key role in the Revoluti
onary War. The academy sits on scenic high ground overlooking the Hudson River,
50 miles (80 km) north of New York City. The entire central campus is a national
landmark and home to scores of historic sites, buildings, and monuments. The ma
jority of the campus's neogothic buildings are constructed from gray and black g
ranite.
1977 - 1979 U.S. Army Infantry support specialist, Headquarters, US Army Garriso
n, Installation Management Command, Ft. Lewis, WA.
Fort Lewis is part of Forces Command, is the home of I Corps. It is one of 15 US
power projection platforms. The Corps' primary focus is Pacific Rim. As a resul
t, I Corps has a close, ongoing relationship with Pacific Command. The principal
Fort Lewis maneuver units are the 1st Brigade, 25th Infantry Division and the 3
d Brigade, 2nd Infantry Division. It is also home to the 593d Corps Support Grou
p, the 555th Engineer Group, the 1st MP Brigade (Provisional), the I Corps NCO A
cademy, Headquarters, Fourth ROTC Region, the 1st Personnel Support Group, 1st S
pecial Forces Group (Airborne), 2d Battalion (Ranger), 75th Infantry, and Headqu
arters, 5th Army (West). Soldiers receive first-rate medical care through Madiga
n Army Medical Center.
Ft. Benning, GA - Advanced Infantry, Airborne Training. The post is home to the
United States Army Infantry School as well as the Army's airborne (parachuting)
school. Fort Benning is the primary training installation for all U.S. Army infa
ntry enlistees (11X). Enlisted infantry soldiers undergo their Basic Combat Trai
ning, and Advanced Individual Training in a combined fourteen week course called
One Station Unit Training (OSUT). The 198th Infantry Brigade, formerly the Infa
ntry Training Brigade (ITB), has the mission of transforming civilians into disc
iplined infantrymen (11B)and indirect-fire infantrymen (11C)that possess the Arm
y Values, fundamental soldier skills, physical fitness, character, confidence, c
ommitment, and the Warrior Ethos to become adaptive and flexible infantrymen rea
dy to accomplish the mission of the Infantry. The 192d Infantry Brigade also con
ducts Army Basic Combat Training for non-combat arms enlisted soldiers, who go o
n to their occupational schools (AIT) following graduation from BCT. The 192d In
fantry Brigade consists of two Basic Combat Training battalions, one Infantry On
e Station Unit Training (OSUT) Battalion and the 30th Adjutant General Battalion
(Reception).
Fort Knox, KY -Infantry Training. Fort Knox is a United States Army post in Kent
ucky south of Louisville and north of Elizabethtown. The base, 109,000 acres (44
,000 ha). It currently holds the U.S. Army Armor Center, the U.S. Army Armor Sch
ool, and is used by both the Army and the Marine Corps to train crews on the M1
Abrams main battle tank. The history of the US Army's Cavalry and Armored forces
, and of General George S. Patton's career, can be found at the General George P
atton Museum on the grounds of Fort Knox. Fortifications were constructed near t
he site in 1861, during the Civil War when Fort Duffield was constructed. Fort D
uffield was located on what was known as Muldraugh Hill on a strategic point ove
rlooking the confluence of the Salt and Ohio Rivers and the Louisville and Nashv
ille Turnpike. The area was contested by both Union and Confederate forces. Band
s of organized guerrillas frequently raided the area during the war. John Hunt M
organ the 2nd Kentucky Cavalry for the confederate army raided the area before s
taging his famous raid on Indiana and Ohio known as Morgan's Raid.
Extracurricular Activities:
Organizations: Member: Knights Templar; The Order of St. Lazarus; Royal Arch Mas
ons, 32nd Degree; Veteran Corp of Artillery, NYC; Squadron A Association, NYC; S
afari Club International; National Rifle Association; CT Coalition of Sportsmen;
Greenwich Chamber of Commerce; Young Grand Old Party, Greenwich, CT; Greenwich
Historical Society; International Exchange Club; Jay Cee's; Dutch Reformed Churc
h. Dale Carnegie Graduate.
Mr. Lundstedt was born in Princeton, NJ in 1958 and resided in Cambridge, MA; An
n Arbor, MI; Cleveland and Columbus, Ohio; and on his family's dairy farm in ups
tate New York. Mr. Lundstedt lives and works in Greenwich, CT.
Relocation:
N/A. My investment management operation is based in Greenwich, CT US. I will gla
dly work for any client on an out-sourcing advisory basis and with today's techn
ology, we can manage any equity portfolios from right here in Greenwich, held at
almost any independent custodian. We do not hold client assets, we just manage
them.