Investor directory

1919 Investment Counsel

1919 Investment Counsel, founded in 1919 and based in Baltimore, Maryland, is a registered investment adviser specializing in providing tailored investment counsel to high net worth individuals, wealthy families, foundations, and institutions. As a subsidiary of Stifel Financial Corp., the firm focuses on large- and mid-cap equities, domestic fixed income, and offers guidance in alternative investment strategies, which include hedge funds, private equity, real estate, commodities, and distressed debt. The firm aims to assist clients in achieving their financial goals through a comprehensive approach to investment management. In 2018, 1919 Investment Counsel expanded its capabilities by acquiring Rand & Associates, an investment advisory firm located in San Francisco.

Top Stages

Acquisition
http://1919ic.com
https://crunchbase.com/organization/1919-investment-counsel
https://linkedin.com/company/legg-mason-investment-counsel
https://pitchbook.com/profiles/investor/51957-01
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=59705013
https://www.privateequityinternational.com/database/#/profile?id=3622

Ronald Bates

Portfolio Manager, Managing Director, Member of the Executive Committee and Director of the Cincinnati office

Paul Benziger

Portfolio Manager, Managing Director and and the Director of the New York office

Shaya Berzon

Managing Director, Equity Research Analyst

Alison Bevilacqua

Managing Director, Head of Responsible Investing Research

William Constantine

Portfolio Manager and Managing Director

Christopher Delpi

Managing Director and Equity Research Analyst

Aimee M. Eudy

Managing Director and Portfolio Manager

Robert J. Fisher

Principal and Municipal Credit Analyst

Brian Paul Gallagher

Managing Director and Chief Administrative Officer

Gary L. Getman

Principal and Portfolio Manager

Patrick Green

Managing Director and Chief Administrative Officer

Robert Hagstrom

Chief Investment Strategist

Robert Huesmann

Managing Director and Portfolio Manager

Hung C.F.A., Sean

Principal, Equity Research Analyst and Secretary of the Equity Strategy Working Group

Julie Jackson

Portfolio Manager and Managing Director

Jones C.F.A., Todd C.

Principal and Equity Research Analyst

Lorinda Laub

Managing Director, Portfolio Manager and Member of the Equity Institutional Committee

Dessie Locher

Managing Director and Portfolio Manager

Meredith A. Mowen

Portfolio Manager, Managing Director and the Director of the Baltimore Office

Jim O'Connor

Principal, Portfolio Manager and Member of the Quality Growth, Equity Income, Fixed Income and Asset Allocation Committees

Harry O'Mealia

CEO and President

Panger C.F.A., CFA, Monika M.

Portfolio Manager and Managing Director

Christopher Perry

Principal, Equity Research Analyst and Portfolio Manager

Pierce C.F.A., CFA, R. Scott

Managing Director, Head of Fixed Income and Portfolio Manager

Rand C.F.A., CFP, CFA, CFP, Andrew Jerome

Managing Director, Portfolio Manager and Head of the San Francisco office

Reilly C.F.A., John V.

Portfolio Manager, Managing Director and Secretary of the Asset Allocation Committee

Robertson C.F.A., CFA, Lee

Portfolio Manager and Managing Director

Thompson C.F.A., CFA, Eric G.

Managing Director and Equity Research Analyst

Mathi Vaheesan

Principal and Quantitative Analyst

Thomas Vandeventer

Managing Director and Portfolio Manager

Elizabeth Walton

Managing Director and Portfolio Manager

Lauren Webb

Managing Director and Portfolio Manager

Michael Widner

Managing Director and Portfolio Manager

Stephen Worobel

Managing Director, Portfolio Manager and Director of Equity Research

Philip J. Yakim

Managing Director and Head of Trading

Lawrence Zartarian

Principal and Portfolio Manager

Krygowski C.F.A., Ph.D., Thomas W.

Managing Director and Equity Research Analyst

1 past transactions

Rand Wealth, LLC

Acquisition in 2018
Rand & Associates is an independent registered advisory firm dedicated to excellence in wealth management.
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