Profil
Mr. Jacob J.
Hartl, CFA MBA, is a Senior Vice Presidemt & Director of Asset Allocation & Due Diligence at Hancock Whitney Bank.
He manages individually managed accounts, and is responsible for equity quantitative models and various portfolio management projects.
He serves as a Senior Analyst in the financials and healthcare sectors.
Prior to joining the firm in 2008, Mr. Hartl served as a Portfolio Manager for SunTrust Bank in their Private Wealth Management Group.
In addition to portfolio management responsibilities involving equities, bonds and alternative investments, he was a member of the investment group's fixed income strategy committee.
His experience also includes analytic and asset allocation responsibilities in Morgan Keegan’s Investment Management Consulting Group.
Mr. Hartl received his BS and MBA from Arkansas State University.
Postes actifs de Jacob James Hartl
| 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. | Analyst-Equity | 01/01/2008 |
Anciens postes connus de Jacob James Hartl
| Sociétés | Poste | Fin |
|---|---|---|
| SUNTRUST BANKS | Corporate Officer/Principal | - |
Formation de Jacob James Hartl
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
SunTrust Banks, Inc.
SunTrust Banks, Inc. Regional BanksFinance National commercial bank | Finance |
Arkansas State University
Arkansas State University 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 |
















