Jacob James Hartl
Analyst-Equity at Hancock Whitney Bank (Investment Management)
Profile
Mr. Jacob J.
Hartl, CFA MBA, is a Vice President & Senior Portfolio Manager 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 Whitney Bank 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.
Jacob James Hartl active positions
| Companies | Position | Start |
|---|---|---|
Hancock Whitney Bank (Investment Management)
 Hancock Whitney Bank (Investment Management) Investment ManagersFinance Whitney Bank, dba Horizon Advisers, is a registered investment advisor located in New Orleans, Louisiana. The firm is a subsidiary of Hancock Holding Co. (NASDAQ: HBHC). The manage the Hancock Horizon Funds, | Analyst-Equity | 31/12/2007 |
Former positions of Jacob James Hartl
| Companies | Position | End |
|---|---|---|
| SUNTRUST BANKS | Corporate Officer/Principal | - |
Training of Jacob James Hartl
| Arkansas State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
SunTrust Banks, Inc.
 SunTrust Banks, Inc. Regional BanksFinance SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA. | Finance |
Hancock Whitney Bank (Investment Management)
Hancock Whitney Bank (Investment Management) Investment ManagersFinance Whitney Bank, dba Horizon Advisers, is a registered investment advisor located in New Orleans, Louisiana. The firm is a subsidiary of Hancock Holding Co. (NASDAQ: HBHC). The manage the Hancock Horizon Funds, | Finance |
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