Hancock Horizon Investments Biographies


 


 

David Lundgren, CFA

David Lundgren, CFA

Executive Vice President

Chief Investment Officer

David Lundgren, CFA is the Chief Investment Officer for Hancock Horizon and is responsible for directing the firm’s investment approach; the delivery of asset allocation solutions to institutional and high net worth clients; the management of a platform of client-focused internal and external money managers; and ensuring the firm meets all regulatory requirements. Additionally, David is a fund manager for the Hancock Horizon Burkenroad Small Cap Fund. He has been in the investment industry for almost 30 years. Prior to joining Hancock Horizon, he was a portfolio manager at First Commerce Corporation. David has a Bachelor’s Degree in Finance and a Masters in Business Administration from the University of New Orleans, and also holds the Charted Financial Analyst designation.

Back To Top


 

Paul Teten

Paul Teten, CFA

Senior Vice President

Chief Investment Strategist

Paul Teten, CFA is the Chief Investment Strategist at Hancock Whitney, where he supervises the formulation and implementation of proprietary equity and fixed income strategies. Paul has over 40 years of experience in the finance industry. He joined Hancock Whitney as part of the acquisition of Capital One's trust and asset management business. At Capital One, Paul served in various capacities as Director of Fixed Income Portfolio Management, Chair of the Asset Allocation Committee and Chief Investment Officer. His prior experience includes portfolio management for the Bank of America Private Bank and fixed income trading and portfolio management at Criterion Investment Management in Houston, culminating in Paul’s role as Senior Investment Strategist. He earned his Bachelor’s Degree in Finance and Masters of Business Administration from the University of Texas at Austin. Paul is a Chartered Financial Analyst® and remains active at the College of Natural Sciences at the University of Texas and serves on the Board of Visitors of McDonald Observatory.

Back To Top


 

Eric Reynolds

Eric Reynolds

Senior Vice President

Investment Director

Eric C. Reynolds is an Investment Director and senior portfolio manager at Hancock Whitney, where he is co-director of fixed income and serves institutional, family and individual investors. Eric is also a member of the firm’s Asset Allocation Committee. He has over 30 years of experience in the banking industry. Eric joined Hancock Whitney after the acquisition of Capital One's trust and asset management business. Previously, he served as the Director of Fixed Income for Fiduciary Trust International of California (a Franklin Templeton Company) and Kayne Anderson Rudnick. Eric earned a Bachelor’s from The University of California, San Diego and a Masters of Business Administration from the University of California, Los Angeles.

Back To Top


 

Martin Sirera

Martin Sirera, CFA

Senior Vice President

Investment Director

Martin Sirera is the investment director at Hancock Whitney, where he is responsible for management of Equity Strategies and client relationships; for participation in firm Asset Allocation decisions. Martin has been in the banking industry for almost 30 years. Prior to joining Hancock Whitney, Martin worked for Capital One and Hibernia Corp. He has a Bachelor’s of Science in Finance from the University of New Orleans and holds the Chartered Financial Analyst Designation. Martin is a Past President of the CFA Society of New Orleans, has served as a Grader for CFA Exams, and is a member of CFA Institute and Chicago Quantitative Alliance.

Back To Top


 

Jeff Tanguis

Jeffery Tanguis

Senior Vice President

Investment Director

Jeffrey Tanguis is an Investment Director at Hancock Whitney, where he is responsible for developing and implementing fixed income strategy and serves as a portfolio manager for institutional and high net worth clients. Additionally, Jeff manages the Louisiana Tax-Free Income Fund and the Mississippi Tax-Free Income Fund for the Hancock Horizon Family of Funds. He has been in the investment industry for over 30 years and joined the firm in 2005. Prior to joining Hancock Horizon, Jeff spent almost 20 years working with Hibernia Bank as the senior fixed income portfolio manager. He has a Bachelor’s of Science in Finance from Louisiana State University. Jeff is a MSRB registered Series 55 Municipal Advisor.

Back To Top


 

Gilbert Braunig, CFA

Gilbert Braunig, CFA

Vice President

Senior Portfolio Manager

Gilbert Braunig is a senior portfolio manager at Hancock Whitney, where he is responsible for portfolio management, security selection, fixed income strategy, asset allocation and client service. He has been in the banking industry for almost 20 years, joining the Hancock Whitney team as part of the acquisition of Capital One's trust and asset management business. Prior to joining Hancock Whitney, Gilbert worked for Capital One and State Street Bank. He has a Bachelor’s Degree in Finance from Babson College, and holds the Chartered Financial Analyst (CFA) designation.

Back To Top


 

Mike Chen

Michael Chen, Ph.D.

Vice President

Senior Investment Analyst

Michael Chen is a senior investment analyst at Hancock Whitney where he is responsible for managing researching, developing and implementing quantitative investment models. Michael has been in the investments industry for over 20 years. Prior to joining the Hancock Whitney team, he worked with J.P. Morgan, Graham Capital and several hedge funds as a portfolio manager. Michael has a PhD in Mathematics from Columbia University.

Back To Top


 

Adair Fox

Adair Fox

Assistant Vice President

Senior Fixed Income Trader

Adair Fox is a senior fixed income trader for Hancock Whitney, where she is a senior fixed income trader, communicates fixed income markets, structures fixed income trades across portfolios. Adair has been in the banking industry for over 25 years. She joined Hancock Whitney as part of the acquisition of Capital One's trust and asset management business. Adair has a Bachelor’s Degree in Economics from Louisiana State University.

Back To Top


 

Nathan Grant

Nathan Grant, CFA

Vice President

Senior Portfolio Manager

Nathan Grant is a fixed income portfolio manager at Hancock Whitney, where he is responsible for separately managed accounts focusing both taxable and tax exempt securities across the investment grade and high yield sectors. Additionally, Nathan manages the Louisiana Tax-Free Income Fund, Mississippi Tax-Free Income Fund and the Diversified Income Fund for the Hancock Horizon Family of Funds. He joined Hancock Whitney in 2009 and has been in the investment industry for over 20 years. Prior to joining the firm, he worked with various institutions, including Kingstown Capital, Recon Capital and Value Line Asset Management. Nathan has a Bachelor’s of Arts from Cornell University, attended Columbia University Graduate School of Business and holds the Charted Financial Analyst designation.

Back To Top


 

Greg Hodlewsky

Greg Hodlewsky, CFA

Senior Vice President

Equity Strategy Manager

Greg Hodlewsky is an equity strategy manager for Hancock Whitney, where he is responsible for formulating equity investments and policy strategy as well as managing the Hancock Horizon Diversified Income Fund. Greg has been in the investment industry for over 30 years. Prior to joining the firm, Greg was a Senior Vice President for CFW Capital Management. He has Bachelor’s in Economics from the University of Wisconsin, a Master of Science in Investments and Corporate Finance from Georgia State University, and holds the Chartered Financial Analyst designation.

Back To Top


 

Spencer James

Spencer James, CFA

Assistant Vice President

Portfolio Manager

Spencer James is a portfolio manager at Hancock Whitney, where he is responsible for fixed income portfolio management; structuring fixed income trades across portfolios; develop and maintain fixed income portfolio management monitoring tools. Spencer has been in the banking industry for over 5 years. He joined Hancock Whitney as part of the acquisition of Capital One's trust and asset management business. Spencer has a Bachelor’s of Finance from Louisiana State University, a Master’s of Finance from Louisiana State University, and holds the Chartered Financial Analyst designation.

Back To Top


 

Asri Sergici

Asri Sergici, CFA, FRM

Vice President

Senior Quantitative Analyst

Asri Sergici is a senior quantitative analyst at Hancock Whitney, where he is responsible for researching, developing, and implementing quantitative investment models and for participation in asset allocation decisions. Asri has been in the investments industry for over 10 years. Prior to joining Hancock Whitney, he worked at Fidelity Investments and State Street Bank. Asri has a Bachelor’s of Science in Mechanical Engineering from Middle East Technical University, a Master’s of Science in Mechanical Engineering from Northeastern University, a Masters of Business Administration and a Master’s of Science in Finance from Boston College. He holds the Chartered Financial Analyst and the Financial Risk Manager designations.

Back To Top


 

Mary Willis

Mary Willis

Assistant Vice President

Fixed Income Trader

Mary Willis is a fixed income trader for Hancock Whitney, where she communicates fixed income markets and structures fixed income trades across portfolios. Mary has been in the finance industry for 4 years. She has a Bachelor’s Degree in History from Georgetown University and a Master’s in Energy Finance from Tulane University.

Back To Top


 

Eric Woodraska

Eric Woodraska, CFA

Assistant Vice President

Fixed Income Credit Analyst

Eric Woodraska is a fixed income credit analyst at Hancock Whitney, where he is responsible for researching fixed income securities to be used in fixed income portfolio management; developing fixed income strategy and asset allocation; structuring fixed income trades across portfolios. Eric has been in the asset management industry for 4 years. Prior to joining the Hancock Whitney team, he worked at American National Insurance Company as an investment analyst. Eric has his Bachelors of Business Administration in Finance and Economics from The University of Iowa, and holds the Chartered Financial Analyst (CFA) designation.

Back To Top


 

Tim Brennan

Tim Brennan, CTFA, CCTS

Senior Vice President

Director of Product Management and Distribution

Tim Brennan is the director of product management, marketing and distribution for Hancock Whitney, where he is responsible for forecasting and overseeing the sales and marketing strategy for the Hancock Horizon Funds. He has been in the financial industry for over 25 years. Tim has a Bachelor’s Degree from Washington and Lee University, holds the Certified Trust and Financial Advisor and Certified Corporate Trust Specialist designation as well as the Series 7 and 66 securities licenses.

Back To Top


 

Robert Arnold

Bobby Arnold, CMFC

Vice President

National Account Manager

Bobby Arnold is the National Account Manager for the Hancock Whitney. He meets with financial advisors and institutions to educate them on how the Hancock Horizon Funds benefit their business and client portfolios. Previously, Bobby worked as a business development officer for Retirement Plan Services at Hancock Whitney Bank. Prior to that, he worked for Hibernia National Bank's Trust Department where he provided retirement planning in the small firm sector. Bobby has also worked as an investment representative for City National Bank (Marquis Investments), Banc One Securities, GNA (a subsidiary of General Electric) and as an insurance representative for Omni Group. He has over 30 years of experience in the financial services industry. Bobby received his B.S. in Marketing from Louisiana State University. He has also completed the Cannon Financial Institute’s Retirement Plan Services Sales School and holds the Charter Mutual Fund Counselor (CMFC).

Back To Top


 

Ashley Manuel

Ashley Manuel

Assistant Vice President

Investment Product Manager

Ashley Manuel is the investment product manager at Hancock Horizon, where she is responsible for product development, promotion, and identifying distribution opportunities for all investment management products including the Hancock Horizon Funds.  Ashley has been in the investment industry for over 15 years.  Her prior experience at the firm includes fixed income and equity trading roles. Ashley holds a B.S.M. with a double major in Finance and Accounting from Tulane University.

Back To Top


 

Stephen Morgan

Stephen Morgan, CFA

Senior Vice President

Investment Director

Stephen Morgan is the investment director at Hancock Whitney, where he facilitates a team of investment professionals focused on delivering superior investment strategies and client outcomes. Stephen has been in the banking industry for over 20 years. He joined Hancock Whitney as part of the acquisition of Capital One's trust and asset management business. Prior to joining Capital One, Stephen worked at Morgan Stanley, efolio.com, Hibernia Bank and Waterhouse Securities. He has a Bachelor of Mathematics from Carleton College and a Master of Mathematics from the University of Wisconsin.

Back To Top


 

Stephen Cangelosi

Stephen Cangelosi

Vice President

Senior Vice President

Stephen Cangelosi is a senior portfolio manager focused primarily on managing investment portfolios for high net worth individuals and institutional clients. He has been in the banking industry for almost 30 years, joining the Hancock Whitney team as part of the acquisition of Capital One's trust and asset management business. Stephen graduated from the University of Mississippi with a bachelor’s degree in managerial finance.

Back To Top


 

Paula Chastain

Paula Chastain, AFIM

Vice President

Senior Portfolio Manager

Paula Chastain is a senior portfolio manager at Hancock Whitney, where she manages individually managed accounts and is responsible for equity quantitative models. Additionally, Paula is a co-manager for the Hancock Horizon Quantitative Long/Short Fund. She has over 20 years in the financial industry and has a Bachelor’s Degree in Business Administration from the University of Southern Mississippi. Paula is also a graduate of the Canon Financial Trust Investments School, has received the designation of Accredited Fiduciary Investment Manager (AFIM), and holds a Series 50 Securities License (Municipal Advisor Representative). She is a member of the CFA Society of New Orleans.

Back To Top


 

David Dasari

David Dasari, CFA, CFP

Vice President

Senior Portfolio Manager

David Dasari is a senior portfolio manager at Hancock Whitney, where he is responsible for all aspects of investment management from capital market assumptions to asset allocation to due diligence of outside managers, SMA portfolio construction, portfolio management, client facing as well as manufacturing investment products. David has been in the banking industry for 20 years. He joined Hancock Whitney as part of the acquisition of Capital One's trust and asset management business. Prior to joining the firm, David worked for Capital One, AssetMark, BNY Mellon Wealth Management and Wells Fargo. He has a Bachelor’s Degree in Biology from Macalester College, Masters of Business Administration from Purdue University, a Juris Doctorate from Hamline University, holds the Chartered Financial Analyst Designation and is a Certified Financial Planner.

Back To Top


 

Scott Eames

Scott Eames

Vice President

Portfolio Manager

Scott Eames is a trust portfolio manager focused primarily on managing investment portfolios for high net worth individuals and institutional clients. Scott has been in the banking industry for over 25 years. He joined Hancock Whitney as part of the acquisition of Capital One's trust and asset management business. Scott received his Bachelor and Juris Doctorate degree from the University of Iowa, and additionally holds the FINRA Series 7 securities license.

Back To Top


 

Jacob Hartl

Jacob Hartl, CFA

Vice President

Senior Portfolio Manager

Jacob Hartl is Senior Portfolio Manager for Hancock Whitney and serves as fund manager for the Hancock Horizon Quantitative Long Short Fund. He also serves as a senior analyst for U.S. equity strategies covering financial and healthcare sectors and manages discretionary portfolios for high net worth individuals and institutional clients. Jacob has been in the financial industry for over 20 years. Prior to joining the firm, he 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, Jacob 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. Jacob received his B.S. in Finance and his M.B.A. from Arkansas State University, and holds the Chartered Financial Analyst designation.

Back To Top


 

Bryan McCaully

Bryan McCaulley, CFA

Vice President

Portfolio Manager

Bryan McCaulley is a portfolio manager at Hancock Whitney, where he is responsible for developing and implementing strategies for individuals and institutional portfolios using quantitative statistical analysis. Additionally, Bryan is the co-manager of the Hancock Horizon Dynamic Asset Allocation Fund and the sector analyst for Communication Services. He has experience in performance analytics, equity trading, Real Estate Investment Trusts (REITs) database management, and proxy voting. Bryan has over 10 years’ experience in the financial industry and approximately 5 years of experience in the insurance industry. He graduated from Loyola University in New Orleans with a B.S. in Mathematics. Bryan is a board member of the CFA Society of Louisiana and is a CFA charter holder.

Back To Top


 

Maurice Olson, CFA

Vice President

Portfolio Manager

Maurice Olson is a Portfolio Manager at Hancock Whitney. He is responsible for monitoring and managing investment portfolios, as well as personal trust accounts for high net worth individuals and institutions. Maurice has more than 30 years of investment management experience. Prior to joining Hancock Whitney, he served as team leader for the Large Cap Core Equity Strategy team with Capital One Asset Management and was a member of the Mid Cap Core and Large Cap Growth Strategy teams. He also worked as a portfolio manager with FleetBoston of Palm Beach Gardens, FL, National City of Chicago, and NationsBank and H.D. Vest of Dallas. Maurice is a Chartered Financial Analyst® charter holder and earned his Bachelors of Science in Economics from the University of Louisiana at Lafayette and his Masters of Business Administration from the University of New Orleans.

Back To Top


 

Walker Reynolds

Walker Reynolds

Vice President

Portfolio Manager

Walker Reynolds is a portfolio manager at the Hancock Whitney, where he is responsible for portfolio management, overlay trading and manager due diligence. Walker has been in the banking industry for over 10 years. He joined Hancock Whitney as part of the acquisition of Capital One Asset Management LLC. Walker has Bachelor of Finance from the University of Alabama, a Master of Finance from Tulane University, and Master of Business Administration from the University of Alabama-Birmingham.

Back To Top


 

Steven G. Solomon

Steve Solomon, CFA, CFP

Vice President

Senior Portfolio Manager

Steve Solomon is a senior portfolio manager at Hancock Whitney where he is responsible for equity and fixed income research, and managing client portfolios. Additionally, Steve serves as senior analyst for the technology sector and manages the Hancock Horizon Microcap Fund. He has been in the finance industry for over 20 years. Prior to joining Hancock Whitney, Steve worked at First NBC. He has a Bachelor’s Degree in Finance from the University of New Orleans, holds the Charter Financial Analyst designation and is a Certified Financial Planner.

Back To Top


 

Austin Zaunbrecher

Austin Zaunbrecher, CFA, CMT

Vice President

Senior Portfolio Manager

Austin Zaunbrecher is a senior portfolio manager for high net worth individuals, endowments and foundations at Hancock Whitney. He also is the lead equity analyst for the energy and utility sectors. Additionally, Austin is the fund manager for Hancock Horizon Investments Dynamic Asset Allocation Fund and Burkenroad Small Cap Fund. He has been in the finance industry for over 10 years. Prior to joining Hancock Whitney, Austin worked at Equitas Capital Advisors and Merrill Lynch. He has a Bachelor’s of Arts in History and a Masters of Business Administration with a concentration in finance and international business from Tulane University. Austin holds the Chartered Financial Analyst designation and the Chartered Market Technician designation.

Back To Top


 

Kristy Oehms

Kristy Oehms

Senior Vice President

Director of Investment Solutions

Kristy Oehms is the Director of Investment Solutions for Hancock Whitney, where she is responsible for investment strategy implementation, performance reporting and analysis. Kristy has been in the finance industry for over 15 years. Her prior experience at the firm includes equity and fixed income trading, portfolio management and quantitative analysis.  She has a Bachelor’s of Business Administration in Finance from Delta State University.

Back To Top


 

Marius Donauskas

Marius Donauskas

Assistant Vice President

Investment Solutions Manager

Marius Donauskas is a performance analyst officer at Hancock Whitney, where he is responsible for performance, research and quantitative analysis. Marius has been in the finance industry for over 10 years. He joined Hancock Whitney as part of the acquisition of Capital One's trust and asset management business. Marius has a Bachelor’s Degree in Finance and Management of Information Systems.

Back To Top


 

Katy Jambon

Katy Jambon

Assistant Vice President

Investment Solutions Manager

Katy Jambon is an investment portfolio specialist manager at Hancock Whitney, where she is responsible for managing strategy implementation for managed investment accounts. Katy has been in the finance industry for 14 years, with 8 years as a member of the Hancock Whitney team. Prior to joining Hancock Whitney, she spent 6 years working with MEC Global. Katy has a Bachelor’s Degree in Economics from Louisiana State University and a Master’s in Business Administration from Georgia State University.

Back To Top


 

Sean Petri

Sean Petri

Assistant Vice President

Investment Solutions Manager

 Sean Petri is the manager of the central trade group at Hancock Whitney, where he is responsible for investment strategy implementation. He has 15 years of experience in the finance industry. Prior to joining Hancock Whitney, Sean served as a securities trader at Capital One Asset Management LLC. Sean has a Bachelor’s of Science in Finance from Spring Hill College.

Back To Top


 

Brandon Benedetto

Brandon Benedetto

Officer

Senior Portfolio Specialist

Brandon Benedetto is a senior investment portfolio specialist at Hancock Whitney, where he acts as a lead portfolio manager for fiduciary trust accounts. He is also responsible for leading projects that benefit the investment solutions team and asset management group, as well as providing support to all lines of Wealth Asset Management. Brandon previously held the position of performance analyst for Hancock Whitney, where he was responsible for calculating and distributing investment performance for Wealth clients and prospects, proxy voting, database management and performance analytics. He served as an equity research associate for Coker Palmer Institutional before joining the Hancock Whitney team. Brandon has a Bachelor of Science in Finance from Louisiana State University and a Masters of Energy Finance from Tulane University.

Back To Top


 

Brenton Bowman

Investment Portfolio Specialist

Brenton Bowman is an Investment Portfolio Specialist at Hancock Whitney. He is responsible for strategy implementation and various asset management functionalities for managed investment accounts. Prior to joining the Hancock Whitney team, Brenton worked at the largest privately owned trust company in the state of Florida as a relationship manager, where he performed administrative activities in ultra-high net worth clients’ accounts which included asset transfers, trading, portfolio construction, tax harvesting. He has a Bachelor’s Degree in Finance from The University of Alabama at Birmingham.

Back To Top


 

Shaw Breland

Shaw Breland

Assistant Vice President

Equity Trader

Shaw Breland is an equities security trader at Hancock Whitney, where he is responsible for trading equity securities, screening & compiling the data utilized for the Hancock Horizon Quantitative Long/Short Fund, and monitoring daily compliance for Hancock Horizon Mutual Funds. He has been in the banking industry for over 15 years. Prior to joining Hancock Whitney, Shaw worked at Hibernia Bank. He has a Bachelor’s Degree in Finance from Louisiana State University and a Master’s of Business Administration from William Carey College.

Back To Top


 

Janet Decha

Janet Decha

Officer

Investment Portfolio Specialist

Janet Decha is an investment portfolio specialist at Hancock Whitney. She is responsible for assisting portfolio managers with the daily client and prospect portfolio management, prepare performance reports, perform investment account reviews, various daily trading reports, new account required document verification and set up, monitor portfolios on a daily basis. Janet also assists the portfolio managers in partnering with trust officers and trust officer assistants. She has been in the banking industry for almost 30 years. Janet joined Hancock Whitney as part of the acquisition of Capital One's trust and asset management business. She attended University of Southwestern Louisiana, previously held series 6, 63 designations and holds a Life Health and Variable Annuity Insurance License in Louisiana and Texas.

Back To Top


 

Erin Garon

Erin Garon

Officer

Investment Portfolio Specialist

Erin Garon is an investment portfolio specialist at Hancock Whitney, where she is responsible for assisting portfolio managers with the daily client and prospect portfolio management. Erin has been in the banking industry for over 25 years. She joined Hancock Whitney as part of the acquisition of Capital One's trust and asset management business. Prior to joining Hancock Whitney, Erin worked for Capital One, Teche Federal Bank and Hibernia Bank.

Back To Top


 

Savy Hang

Performance Analyst

Savy Hang is a Performance Analyst at Hancock Whitney, where he is responsible for calculating, verifying, creates and producing reports for internal clients and external clients across Hancock Whitney. Savy has been in the financial services for over 10 years. Savy has a Bachelor’s from American International College and a Masters in Management from the University of Phoenix.

Back To Top


 

Matthew Ludwig

Matt Ludwig

Investment Portfolio Specialist

Matthew Ludwick is an Investment Portfolio Specialist at Hancock Whitney, where he is involved in strategy implementation and various asset management functionalities for managed investment accounts. Prior to joining Hancock Whitney, Matthew worked as an Investment Specialist in Vanguard’s high net worth client division, where he assisted both clients and their advisors with self-directed and managed investment accounts. Matthew graduated with a bachelor’s degree in finance from Mississippi State University and a Master of Business Administration degree concentrating in Applied Investment Management from the University of North Carolina at Charlotte.

Back To Top


 

Markeesha Overstreet

Markeesha Overstreet

Officer

Senior Investment Portfolio Specialist

Markeesha Overstreet is a senior investment portfolio specialist at Hancock Whitney, where she acts as a lead portfolio manager for fiduciary trust accounts. She works closely with both the asset allocation and manufacturing teams to implement investment strategy decisions across an array of accounts. Moreover, she is tasked with providing support to all lines of Wealth Asset Management, and leading various projects that benefit the investment solutions and asset management groups. In 2019, Markeesha was appointed to the inaugural Hancock Whitney Diversity and Inclusion Council. Prior to joining Hancock Whitney, Markeesha worked as a financial treasury analyst for two years and a trust administrator for 2 years. She is currently enrolled at Belhaven University working on her Masters of Business Administration.

Back To Top


 

Rose Roussel

Investment Portfolio Specialist

Rose Roussel is an investment portfolio specialist at Hancock Whitney, where she is part of the central trading team which processes trade instructions, asset allocation directives, and maintenance of SMA strategies. Rose has been in the finance industry for 8 years. Prior to joining Hancock Whitney, she worked in finance and treasury for commodity firms ED&F Man and EMR and worked in investment operations for First National Bankers Bank. Rose has a Bachelor’s Degree in History and an MBA in Finance and Consulting from Louisiana State University.

Back To Top


 

Paula Simon

Vice President

Investment Portfolio Specialist

Paula Simon is an investment portfolio specialist at Hancock Whitney, where she works with the investment solutions performance team to provide support to the Asset Management line of business. Paula has over 27 years of experience in the finance industry. She joined Hancock Whitney as part of the acquisition of Capital One's trust and asset management business. At Capital One, Paula served in various capacities as manager of Trust Investment Operations, Trust Services Senior Portfolio Administrator and Securities Analyst, and an Investment Advisor Compliance Officer. Paula also worked as a trust investments decision support analyst and an administrative assistant at Hibernia National Bank which was acquired by Capital One. Paula also taught three levels of French and Basic Composition for four years at Immaculata High School. She earned her Bachelor’s Degree in Secondary English Education from Our Lady of Holy Cross College in New Orleans. She earned credits for her certification in French from studies at Université Laval in Quebec, Canada, University of New Orleans, and Our Lady of Holy Cross College. She also earned Associate Degrees in Business Administration and Office Careers from Delgado Community College in New Orleans.

Back To Top


 

Richard Chauvin

Richard Chauvin, CFA

Senior Vice President

Investment Director

Richard Chauvin, CFA is an investment director at Hancock Whitney, where he is responsible for investment research and strategy and serves as a portfolio manager for high net worth personal and institutional clients. He has been in the banking industry for over 30 years. Prior to joining Hancock Whitney, Richard served as the Chief Investment Officer at Capital One and a Senior Portfolio Manager at Hibernia Bank. He has a Bachelor’s Degree and a Masters in Business Administration from Louisiana State University, and holds the Chartered Financial Analyst designation.

Back To Top


 

Sarah Delord

Sarah Delord, CIMA

Vice President

Due Diligence Manager

Sarah Delord is a due diligence manager at Hancock Whitney, where she is responsible for managing the due diligence process, researching internal and external investment strategies, and recommending investment solutions across Hancock Whitney. Sarah has been in the banking industry for 10 years. She has a Bachelor’s Degree in Managerial Finance from the University of Mississippi, a Master’s of Business Administration from the University of New Orleans, and holds a CIMA certification.

Back To Top


 

Carefully consider the Funds' investment objectives, risks, charges and expenses before investing. This and other information, including performance, can be found in the Funds' full or summary prospectus, which may be obtained by clicking here for a prospectus or by calling 1-800-990-2434 or writing to Hancock Horizon Funds, 2285 Lakeshore Drive, Building 4, New Orleans LA, 70122 for a prospectus. Please read the prospectus carefully before you invest or send money.

Mutual fund investing involves risk including loss of principal.

Investments in smaller companies typically exhibit higher volatility. Microcap companies have a higher risk of failure and typically experience a greater degree of volatility. Investing in microcap companies may not be appropriate for all investors.

International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from social, economic or political instability in other nations. In emerging markets, these risks are heightened.

Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise. Bond funds focusing on a single state may be subject to higher volatility. High yield bonds involve greater risks of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments.

REIT investments are subject to changes in economic conditions, credit risk and interest rate fluctuations.

Narrowly focused investments typically exhibit higher volatility. Investments in commodities are subject to higher volatility than more traditional investments.

Mortgage-backed securities are subject to prepayment and extension risk and therefore react differently to changes in interest rates than other bonds. Small movements in interest rates may quickly and significantly reduce the value of certain mortgage-backed securities.

MLP's interests are all in a particular industry and the MLP will be negatively impacted by economic events adversely impacting that industry. The risks of investing in a MLP are generally those involved in investing in a partnership as opposed to a corporation, such as a limited control of management, limited voting rights and tax risks. MLP's may be subject to state taxation in certain jurisdictions, which will have the effect of reducing the amount of income paid by the MLP to its investors.

With short sales, your risk paying more for a security than you received from its sales. The risk of loss from a short sale is unlimited because the Fund must purchase the shorted security at a higher price to complete the transaction and there is no limit for the security price.

The use of leverage, options, swaps or derivatives has the potential to significantly increase the volatility and potential losses.

The Dynamic Asset Allocation fund’s investments in Underlying ETFs will subject it to substantially the same risks as those associated with the direct ownership of the securities held by such Underlying ETFs, and the Fund's investments in Underlying ETNs will subject it to credit risk.

Diversification may not protect against market loss.

The Hancock Horizon Family of Funds are available to U.S. investors only and are not available in all states.