Profil
Mr. David J.
Lundgren is 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 the firm in 1998, Mr. Lundgren 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.
Postes actifs de David John Lundgren
| Sociétés | Poste | Début |
|---|---|---|
Hancock Whitney Bank (Investment Management)
Hancock Whitney Bank (Investment Management) Investment ManagersFinance Hancock Whitney-IM builds investment portfolios customized to their clients’ goals. The firm’s comprehensive investment strategies encompass both traditional and alternative asset classes, individual security selection, and niche strategies for clients with unique needs. | Directeur en chef des Investissements | 01/01/1998 |
Anciens postes connus de David John Lundgren
| Sociétés | Poste | Fin |
|---|---|---|
First Commerce Corp. (Louisiana)
First Commerce Corp. (Louisiana) Financial ConglomeratesFinance Bank holding company | Directeur de la Recherche - Actions | 01/01/1998 |
| HANCOCK WHITNEY CORPORATION | Directeur en chef des Investissements | - |
Formation de David John Lundgren
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
First Commerce Corp. (Louisiana)
First Commerce Corp. (Louisiana) Financial ConglomeratesFinance Bank holding company | Finance |
Hancock Whitney Corp.
Hancock Whitney Corp. Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
University of New Orleans
University of New Orleans Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hancock Whitney Bank (Investment Management)
Hancock Whitney Bank (Investment Management) Investment ManagersFinance Hancock Whitney-IM builds investment portfolios customized to their clients’ goals. The firm’s comprehensive investment strategies encompass both traditional and alternative asset classes, individual security selection, and niche strategies for clients with unique needs. | Finance |
















