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SVP & Director of Equities
& Research
Hancock Horizon Funds
E-mail David Lundgren, Jr.
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David J. Lundgren, Jr., CFA
A Chartered Financial Analyst, David Lundgren formulates equity investment policy and strategy as well as analyzes and researches quantitative equity strategies for Hancock Horizon Investments. He also manages the Value, Growth, and Burkenroad Funds for the Hancock Horizon Family of Funds. Lundgren was portfolio manager for individually managed client portfolios and an equity analyst for the proprietary funds of a large New Orleans bank before joining Hancock Bank in 1998. Ranked by Barron’s in 2006 as one of America’s Top 100 Mutual Funds Managers, he has more than 19 years of investment experience. Lundgren holds a BS in finance and an MBA from the University of New Orleans.
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VP & General Manager
Hancock Insurance Agency
E-mail Chris Roth
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Camors C. "Chris" Roth, CPCU
With more than 40 years' industry experience as an agent, agency owner, and agency manager, Chris Roth manages Hancock Insurance Agency – a 107-year-old subsidiary of Hancock Bank ranked among the nation's top-50 bank-owned agencies and providing property & casualty, life, and group benefits through offices in Mississippi and Louisiana. Roth, a Chartered Property & Casualty Underwriter, joined Hancock Bank in 2001 and has a BS in management from the University of Louisiana at Lafayette. He has served on the American Bankers Insurance Association national board, Independent Insurance Agents and Brokers Association (IIABA) state board, as president of CPCU and IIABA chapters, and on several insurance company agency advisory councils.
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President & CEO
Hancock Investment Services, Inc.
E-mail Randy Bluth
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R. Randall "Randy" Bluth
Randy Bluth is president and CEO of Hancock Investment Services, Inc. (member FINRA & SIPC), a wholly owned subsidiary of Hancock Bank serving Mississippi, Louisiana, Alabama, and Florida. Before joining the Hancock Bank family, he was a vice president and national sales manager with a large asset management company. Bluth has more than 27 years of experience in the financial services arena, with extensive achievements in marketing investment solutions through financial intermediaries. He is a FINRA registered principal and holds a BS in finance from Brigham Young University. Bluth is also an alumnus of the Graduate School of Banking at Louisiana State University.
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SVP & Private Client
Services Manager
Hancock Bank
E-mail Emile Koury, Jr.
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Emile J. Koury, Jr., CPA, CFP
CPA and Certified Financial Planner Emile Koury had 20 years’ experience in tax and financial services
when he joined Hancock Bank’s trust department in 2001. He is active as a member of the Mississippi
Society of Certified Public Accountants and Institute of Certified Financial Planners, as past president of
the Gulf Coast Chapter of CPAs, as past treasurer of the South Mississippi Estate Planning Council, and
as a former board member for the Mississippi Society of CPAs. The University of Southern Mississippi
alumnus holds a BS in business administration and accounting and graduated with honors from the
Cannon Institute Personal Trust School.
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SVP, Director of Trust Investments,
& Chief Investment Strategist
Hancock Bank
E-mail John Portwood
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John Portwood, CFA
With a BA in economics from Rhodes College, John Portwood is a Chartered Financial Analyst with 40 years of investment insights. He sets and manages investment policy and strategy for Hancock Horizon Investments, manages the Hancock Horizon Quantitative Long/Short Fund, and oversees daily activities of the Hancock Horizon Diversified International Fund. Portwood also authors Highlights, a quarterly editorial spotlighting economic and market news. He joined Hancock Bank in 1998. His previous professional experience at two large national banks includes investment management specialization in endowments, foundations, and charitable trusts and introduction of quantitative investment techniques in managing institutional portfolios.
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VP & Director of Life & Health Sales
Hancock Insurance Agency
E-mail Gary Yarborough
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Gary M. Yarborough, CLU
Before joining Hancock Bank in 1997, Gary Yarborough sold insurance and investment products with a national insurance leader for 16 years. A Chartered Life Underwriter, he directs life and health sales for Hancock Insurance Agency in Mississippi, Alabama, and Florida. Yarborough received a BS in banking and finance from the University of Southern Mississippi and graduated from the Tulane University Tax Institute. He earned the Life Underwriters Council Fellowship and his CLU designation through The American College and served as president of the Life Underwriter Council's South Mississippi chapter.
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Personal Lines Manager & Specialist
Hancock Insurance Agency
E-mail Kristen Borguezan
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Kristen Borguezan
Kristen Richardson Borguezan’s areas of expertise include risk management and personal lines products for Hancock Insurance Agency in Bay St. Louis and across the Mississippi Gulf Coast, including homeowners (especially high-valued homes), automobile, and inland marine insurance. A licensed property & casualty insurance agent, she is active in the Independent Insurance Agents of Mississippi, Young Agents of Mississippi, and Rotary International. Borguezan attended Louisiana State University and the University of Louisiana at Monroe. Divisions of Hancock Insurance Agency include J. Everett Eaves of New Orleans and Hattiesburg, MS, based Ross King Walker.
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Equal Housing Lender.