David John Lundgren
Chief Investment Officer bij Hancock Whitney Bank (Investment Management)
Profiel
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.
Actieve functies van David John Lundgren
Bedrijven | Functie | Begin |
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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 |
Eerdere bekende functies van David John Lundgren
Bedrijven | Functie | Einde |
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First Commerce Corp. (Louisiana) | Director of Research - Equity | 01-01-1998 |
HANCOCK WHITNEY CORPORATION | Chief Investment Officer | - |
Opleiding van David John Lundgren
University of New Orleans | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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HANCOCK WHITNEY CORPORATION | Finance |
Bedrijven in privébezit | 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 |