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, with three years of industry experience. He has been with Hancock Whitney Bank since 2016 and is currently affiliated with Hancock Whitney Investment Services Inc. in New Orleans, LA. Hancock Whitney Investment Services, Inc. provides discretionary model-based investment advice primarily through wrap-fee and managed account programs for individual participants. The firm develops and monitors model portfolios using fundamental and quantitative analysis while working with third-party program sponsors and platform managers who implement trades and handle reporting.

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 with Hancock Whitney Investment Services Inc. holding a Series 66 designation and five years of industry experience. Her prior roles include positions at RBC Capital Markets LLC, Louisiana State University, and Northwestern Mutual. Hancock Whitney Investment Services, Inc. provides discretionary, model-based investment advice primarily for individual participants in wrap-fee and managed account programs, developing and updating model portfolios that are implemented by third-party platform managers and program sponsors.

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.