Hancock Whitney Investment Services Inc.

David Lundgren is a CFA® charterholder with three years of industry experience, currently serving at Hancock Whitney Investment Services Inc. He has been with Hancock Whitney Bank and its investment services affiliate since 1998. Lundgren serves on the board of St. Stanislaus College Prep, providing guidance to the school's administration. Hancock Whitney Investment Services, Inc. offers discretionary model-based investment advice through wrap-fee and managed account programs, primarily serving individual program participants. The firm develops and monitors model portfolios using fundamental and quantitative analysis, delivering these models to platform managers and program sponsors who execute trades and manage client reporting.

Stephen Cangelosi is a financial advisor at Hancock Whitney Investment Services Inc. with five years of industry experience. He holds a Series 65 designation and has worked at Hancock Whitney Bank since 2018, following sixteen years at Capital One Asset Management LLC. Cangelosi serves as a volunteer board member for The Emerge Center and the Baton Rouge Speech and Hearing Foundation, both nonprofit organizations supporting children with autism and individuals with communication challenges. Hancock Whitney Investment Services provides discretionary model-based investment advice primarily to individual program participants through wrap-fee and managed account programs. The firm develops and manages model portfolios using fundamental and quantitative analysis and delivers these models to platform managers and program sponsors for implementation.

Bryan Mccaulley is a CFA® charterholder with three years of industry experience, currently serving at Hancock Whitney Investment Services Inc. He has been with Hancock Whitney Bank since 2010. Bryan has served as president of the CFA Society of Louisiana, a nonprofit organization focused on advancing ethics and professionalism in the investment field. Hancock Whitney Investment Services, Inc. provides discretionary, model-based investment advice primarily to individual participants in wrap-fee and managed account programs. The firm develops and monitors model portfolios using fundamental and quantitative analysis but does not execute trades or customize portfolios for individual clients.

Martin Sirera is a CFA® charterholder with five years of industry experience, currently serving at Hancock Whitney Investment Services Inc. He previously worked for Capital One Asset Management LLC for 22 years. Sirera is treasurer of the Ancient Order of Hibernians, Cardinal Gibbons Division, a nonprofit organization promoting Irish culture and charitable activities. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice primarily for individual participants in wrap-fee and managed account programs. The firm develops and monitors model portfolios using fundamental and quantitative analysis, delivering them to platform managers and program sponsors who implement trades and manage reporting.

Richard Chauvin Jr. is a CFA® charterholder and holds a Series 65 license, currently working with Hancock Whitney Investment Services Inc. He has four years of industry experience and has been with Hancock Whitney Bank since 2016. The firm operates as a team of eight advisors in New Orleans, LA. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice primarily to individual investors via wrap-fee managed account programs. The firm offers separately managed accounts and Fund Strategy Portfolios through program sponsors, using fundamental and quantitative analysis combined with a manager-selection process.

John Rigney Jr. is a CFA® charterholder and Series 63 licensee with three years of experience in the financial industry. He is currently affiliated with Hancock Whitney Investment Services Inc. and has worked at Hancock Whitney Bank since 2003. Rigney serves as a volunteer member of the Board of Directors for both Arc of Louisiana and ArcGNO, nonprofit organizations supporting individuals with intellectual and developmental disabilities. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice primarily to individual participants in wrap-fee and managed account programs. The firm develops and monitors model portfolios using fundamental and quantitative analysis, delivering them through third-party platform managers without executing trades or offering individualized portfolio customization.

Andrea Panaitescu is a financial advisor at Hancock Whitney Investment Services Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Hancock Whitney Bank, RBC Capital Markets LLC, and Northwestern Mutual, among other firms. Panaitescu is based in New Orleans, LA. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice through wrap-fee managed account programs, offering separately managed accounts and Fund Strategy Portfolios primarily to individual investors via program sponsors. The firm employs a combination of fundamental and quantitative analysis in its investment approach and operates as a wholly owned subsidiary of Hancock Whitney Corporation with affiliations to Hancock Whitney Bank and Hancock Whitney Asset Management.

Robert Teten Jr. is a CFA® charterholder affiliated with Hancock Whitney Investment Services Inc. in New Orleans, LA. He has three years of industry experience and has been with Hancock Whitney Bank since 2004. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice primarily for individual participants in wrap-fee and managed account programs. The firm uses fundamental and quantitative analysis to develop model portfolios delivered to platform managers or program sponsors who implement trades and handle reporting.