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Name | Title | Since | Until |
---|---|---|---|
David Lundgren | Managing Director | 2017 | Now |
Biography | David Lundgren, CFA, began his career with Hancock Horizon in 1998 and has over 25 years of investment management experience. David currently serves as Chief Investment Officer and portfolio manager for high net worth and institutional clients as well as fund manager for Hancock Horizon Family of Funds. As Chief Investment Officer, David directs the firm’s investment approach, models, and portfolio management; manages a platform of client-focused internal and external money managers; and ensures the bank meets regulatory requirements that protect our clients. David started his career at First Commerce Corporation serving as a portfolio manager for individually managed client portfolios. 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. | ||
Frank L. Teixeira | Senior Vice President | 2009 | 2018 |
Biography | Frank L. Teixeira, CMT, CFA, is equity portfolio manager and senior vice president. Joined Wellington Management in 1997. Began business career in 1989. |
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