David John Lundgren
Direttore degli Investimenti presso Hancock Whitney Bank (Investment Management)
Profilo
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.
Posizioni attive di David John Lundgren
Società | Posizione | Inizio |
---|---|---|
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, | Direttore degli Investimenti | 01/01/1998 |
Precedenti posizioni note di David John Lundgren
Società | Posizione | Fine |
---|---|---|
First Commerce Corp. (Louisiana) | Direttore della Ricerca - Azioni | 01/01/1998 |
HANCOCK WHITNEY CORPORATION | Direttore degli Investimenti | - |
Formazione di David John Lundgren
University of New Orleans | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
---|---|
HANCOCK WHITNEY CORPORATION | Finance |
Aziende private | 2 |
---|---|
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 |
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