Jacob J. Hartl

Jacob J. Hartl, CFA has over 20 years of experience in portfolio management. Jacob J. started their career at SunTrust Bank in 2004 as Vice President and Portfolio Manager, where they were responsible for managing portfolios in fixed-income and equity assets for high net worth and institutional clients. In 2008, they joined Hancock Whitney as Senior Vice President and Senior Portfolio Manager, overseeing portfolios and equity strategies for wealth management clients, and serving as a Fund Manager for a highly rated equity mutual fund. Throughout their career, they have demonstrated leadership by being a member of asset allocation committees and investment strategy groups.

Jacob J. Hartl, CFA, received a Bachelor of Science degree in Finance from Arkansas State University and later obtained a Master of Business Administration in Business Administration from the same institution. In 2006, they became a Chartered Financial Analyst (CFA) through the CFA Institute.