David John Lundgren
Chief Investment Officer at Hancock Whitney Bank (Investment Management)
Profile
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.
David John Lundgren active positions
| Companies | Position | Start |
|---|---|---|
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 |
Former positions of David John Lundgren
| Companies | Position | End |
|---|---|---|
| First Commerce Corp. (Louisiana) | Director of Research - Equity | 01/01/1998 |
| HANCOCK WHITNEY CORPORATION | Chief Investment Officer | - |
Training of David John Lundgren
| University of New Orleans | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| HANCOCK WHITNEY CORPORATION | Finance |
| Private companies | 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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