David John Lundgren
Chief Investment Officer bei Hancock Whitney Bank (Investment Management)
Profil
Mr. David J.
Lundgren is a Chief Investment Officer at Hancock Whitney Corp.
and an Executive Vice President & Chief Investment Officer at Hancock Whitney Bank.
He formulates equity investment policy and strategy, and analyzes and researches quantitative equity strategies for Hancock Horizon Investments (HHI).
He is directly responsible for new product development, policy and procedural issues, budgeting, financial reporting and compliance.
Prior to joining HHI in 1998, he served as a portfolio manager for individually managed client portfolios for First Commerce Corporation, and was an equity analyst for the Marquis Funds.
He received his B.S.
in Finance and his M.B.A.
from the University of New Orleans, and holds the Chartered Financial Analyst designation.
Aktive Positionen von David John Lundgren
Unternehmen | Position | Beginn |
---|---|---|
Hancock Whitney Bank (Investment Management)
Hancock Whitney Bank (Investment Management) Investment ManagersFinance Whitney Bank, dba Horizon Advisers, is a registered investment advisor located in New Orleans, Louisiana. The firm is a subsidiary of Hancock Holding Co. (NASDAQ: HBHC). The manage the Hancock Horizon Funds, | Chief Investment Officer | 01.01.1998 |
Ehemalige bekannte Positionen von David John Lundgren
Unternehmen | Position | Ende |
---|---|---|
First Commerce Corp. (Louisiana) | Direktor der Forschung - Eigenkapital | 01.01.1998 |
HANCOCK WHITNEY CORPORATION | Chief Investment Officer | - |
Ausbildung von David John Lundgren
University of New Orleans | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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HANCOCK WHITNEY CORPORATION | Finance |
Private Unternehmen | 2 |
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First Commerce Corp. (Louisiana) | Finance |
Hancock Whitney Bank (Investment Management)
Hancock Whitney Bank (Investment Management) Investment ManagersFinance Whitney Bank, dba Horizon Advisers, is a registered investment advisor located in New Orleans, Louisiana. The firm is a subsidiary of Hancock Holding Co. (NASDAQ: HBHC). The manage the Hancock Horizon Funds, | Finance |