1919 Investment Counsel

1919 Investment Counsel, founded in 1919 and based in Baltimore, Maryland, is an asset management firm and a wholly-owned subsidiary of Stifel Financial Corp. The company specializes in providing investment counsel to high net worth individuals, families, foundations, and institutions. Its primary investment capabilities include large- and mid-cap equities and domestic fixed income, while also offering advice on alternative strategies such as hedge funds, private equity, real estate, commodities, and distressed debt. As a Registered Investment Adviser, 1919 Investment Counsel combines a long-standing tradition of investment management with comprehensive financial services tailored to meet the diverse needs of its clients. In 2018, the firm expanded its expertise by acquiring Rand & Associates, an investment advisory firm located in San Francisco.

Ronald Bates

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

Paul Benziger Jr.

Portfolio Manager, Managing Director

Shaya Berzon

Managing Director, Equity Research Analyst

Alison Bevilacqua

Managing Director, Head of Responsible Investing Research

William Constantine

Portfolio Manager and Managing Director

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