A complete list of active advisors currently associated with Hancock Whitney Investment Services Inc.

Warmer can help you find a great advisor at Hancock Whitney Investment Services Inc. or one who fits your needs even better.

Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice to participants in wrap-fee managed account programs, offering separately managed accounts (SMAs) and Fund Strategy Portfolios (FSPs) through program sponsors and a platform manager. The firm’s assets under management were reported at about $306 million and its services are delivered primarily to individual investors via those program relationships rather than through individualized, bespoke advisory engagements. HWIS develops and maintains model target portfolios and transmits those models to the platform manager (Envestnet), which implements trades and provides custody and client reporting; HWIS uses fundamental and quantitative analysis and a manager-selection process that combines quantitative screening with qualitative interviews for FSP managers. The firm does not customize its model portfolios for individual participants, does not execute trades for the managed programs, and relies on program sponsors to assess participant suitability and investment restrictions. The firm’s structure and affiliations are notable: HWIS is a wholly owned subsidiary of Hancock Whitney Corporation, is affiliated with Hancock Whitney Bank and the bank’s Hancock Whitney Asset Management (HWAM) group, and is also registered as a broker-dealer with limited underwriting activity—features that are uncommon among similar team firms. The brochure discloses receipt of marketing support from product and program vendors, shared personnel/resources with HWAM, and prior regulatory settlements (including an SEC order related to mutual fund share-class selection and a FINRA matter), all of which are described as potential sources of conflicts and compliance considerations.

To learn more about the advisors currently working at Hancock Whitney Investment Services Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Stephen Cangelosi profile photo Stephen Cangelosi
New Orleans, LA
5
Richard Chauvin Jr. profile photo Richard Chauvin Jr.
New Orleans, LA
3
David Lundgren Jr. profile photo David Lundgren Jr.
New Orleans, LA
3
Bryan Mccaulley profile photo Bryan Mccaulley
New Orleans, LA
3
Andrea Panaitescu profile photo Andrea Panaitescu
New Orleans, LA
5
John Rigney Jr. profile photo John Rigney Jr.
New Orleans, LA
3
Martin Sirera profile photo Martin Sirera
New Orleans, LA
5
Robert Teten Jr. profile photo Robert Teten Jr.
New Orleans, LA
3
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