Gerry Lachnicht
SVP, Senior Portfolio Manager
- Role
- Hancock Whitney Wealth Management at Hancock Whitney
- Location
- Sumter County, FL, US
- LinkedIn followers
- 500 followers
About Gerry Lachnicht
Investment Management Professional specializing in value investing based on sound…
Experience
Hancock Whitney Wealth Management
Jan 2011 — Present · The Villages, FL, US
Wealth Management professional on a six-person client-facing team. Specializing in investment management for high-net-worth individuals while actively growing assets under management.
Education
Florida International University - College of Business
Bachelor, Finance
1987 — 1989
Florida International University - Chapman Graduate School of Business
Masters, Finance
2004 — 2004
Skills
- Finance
- Asset Allocation
- Mutual Funds
- Risk Management
- Php
- Investment Strategies
- Alternative Investments
- Bloomberg
- Behavioral Finance
- Strategic Financial Planning
- Asset Managment
- Corporate Finance
- Venture Capital
- Securities
- Capital Markets
- Portfolio Management
- Factset
- Dividend Investing
- Financial Planning
- Investments
- Investment Management
- Mysql
- Microsoft Excel
- Valuation
- Wealth Management
- Financial Analysis
- Fixed Income
- Financial Advisory
- Equity Research
- Financial Modeling
- Equities
- Asset Management
- Investment Advisory
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