Senior Managing Director
William K. Lundy
William K. Lundy joined Boustead Securities as Managing Director in 2019 and brings over 35 years of experience in investment banking, investment advisory, and institutional money management.
Mr. Lundy began his career working for General Electric in Houston, TX and launched his investment banking career in the mid-1980s with Cruttenden Roth bringing venture capital to emerging growth companies via structured financings including private placements, strategic partnerships and IPOs. Additionally, Bill worked in an investment advisory capacity with corporate pensions and high net worth individuals and moved to Shearson Lehman Hutton practicing institutional money management. In 1992, Bill launched his own firm, Capital Management Internationale, as a full-service investment advisement company providing corporate financial, M&A and growth financing services to both public and private companies through a broad network of equity and debt funds.
Mr. Lundy heads up the Auburn Alumni group in Orange County, CA and graduated from Auburn University in 1979. Bill also attended law school at South Texas College of Law from 1983-1986.
Holds FINRA Series 3, 7 and 63.