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Stephen Dale Morgan
Director of Investments en Hancock Whitney Bank (Investment Management) .
Perfil
Stephen Dale Morgan is a professional who has worked in the investment management industry for over a decade.
He is currently a Senior Vice President & Investment Director at Hancock Whitney Bank.
Prior to this, he worked at Capital One Asset Management LLC as a Director of Investment Solutions for eight years.
Morgan received his undergraduate degree from Carleton College in 1991 and his graduate degree from the University of Wisconsin in 1994.
Cargos activos de Stephen Dale Morgan
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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, | Director of Investments | 13/07/2018 |
Antiguos cargos conocidos de Stephen Dale Morgan.
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Capital One Asset Management LLC
![]() Capital One Asset Management LLC Investment ManagersFinance Capital One Asset Management LLC (COAM) is a registered investment advisor headquartered in Houston, Texas. The firm is an investment management division of Capital One N.A. and their ultimate parent is Capital One Financial Corp. (NYSE: COF). They were formerly known as Hibernia Asset Management LLC and were a subsidiary of Hibernia National Bank. COAM's only client is Capital One, N.A. The firm advises Capital One N.A. in managing the assets the bank holds as a fiduciary in its trust and investment management accounts. COAM’s services to the bank include investment policy and asset allocation advice, as well as managing financial asset portfolios. Capital One N.A.'s clients include individuals, banks or thrift institutions, corporations, retirement plans, endowments, foundations, municipalities or other public/government entities, charitable and non-profit organizations, and trusts and estates. | Gestor de Cartera-Acciones | 13/07/2018 |
Formación de Stephen Dale Morgan.
Carleton College | Undergraduate Degree |
University of Wisconsin | Graduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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Capital One Asset Management LLC
![]() Capital One Asset Management LLC Investment ManagersFinance Capital One Asset Management LLC (COAM) is a registered investment advisor headquartered in Houston, Texas. The firm is an investment management division of Capital One N.A. and their ultimate parent is Capital One Financial Corp. (NYSE: COF). They were formerly known as Hibernia Asset Management LLC and were a subsidiary of Hibernia National Bank. COAM's only client is Capital One, N.A. The firm advises Capital One N.A. in managing the assets the bank holds as a fiduciary in its trust and investment management accounts. COAM’s services to the bank include investment policy and asset allocation advice, as well as managing financial asset portfolios. Capital One N.A.'s clients include individuals, banks or thrift institutions, corporations, retirement plans, endowments, foundations, municipalities or other public/government entities, charitable and non-profit organizations, and trusts and estates. | 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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