1919 Investment Counsel
Industry: Company
DescriptionHeadquarters: Baltimore, MD Parent organizations: Legg Mason, Stifel Asset Management Corp Subsidiary: Rand Wealth, LLC
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1919 Investment Counsel Employees
Employee
Years
Job
Industry
Tom McCarthy` Tom McCarthy`'s 1919 Investment Counsel Experience October 2007 - Present
Job Financial Analyst at Legg Mason Investment Counsel
Industry Financial Services
Experience
1919 Investment Counsel October 2007 - Present
Legg Mason August 2001 - October 2007
Legg Mason Wood Walker July 1998 - August 2001
Education
University of Baltimore 2005 — 2006
Graduate Certificate, Accounting
Towson University 1994 — 1996
Bachelor of Science (B.S.), Business Administration
1919 Investment Counsel October 2007 - Present
Legg Mason August 2001 - October 2007
Legg Mason Wood Walker July 1998 - August 2001
Education
University of Baltimore 2005 — 2006
Graduate Certificate, Accounting
Towson University 1994 — 1996
Bachelor of Science (B.S.), Business Administration
Robert Huesman, CFA, CFP® Robert Huesman, CFA, CFP®'s 1919 Investment Counsel Experience May 2013 - Present
Job
Industry Financial Services
Experience
1919 Investment Counsel May 2013 - Present
Education
Xavier University 2009 — 2011
MBA, Business Administration
Mount St. Joseph University 2005 — 2009
Bachelors of Science, Business Administration
Northwestern University
Certificate in Financial Planning
1919 Investment Counsel May 2013 - Present
Education
Xavier University 2009 — 2011
MBA, Business Administration
Mount St. Joseph University 2005 — 2009
Bachelors of Science, Business Administration
Northwestern University
Certificate in Financial Planning
Jonah Weisel Jonah Weisel's 1919 Investment Counsel Experience June 2014 - December 2014
Job Investment Banking Analyst at Needham & Company, LLC
Industry Financial Services
Experience
Needham & Company July 2015 - Present
1919 Investment Counsel June 2014 - December 2014
Skills
Bloomberg Terminal, Microsoft Excel, Equity Research, Microsoft Office, Leadership, Social Media Marketing
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelors, Finance
Manchester Business School
Bachelor of Science (BS), Finance, General
Needham & Company July 2015 - Present
1919 Investment Counsel June 2014 - December 2014
Skills
Bloomberg Terminal, Microsoft Excel, Equity Research, Microsoft Office, Leadership, Social Media Marketing
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelors, Finance
Manchester Business School
Bachelor of Science (BS), Finance, General
Ron Bates Ron Bates's 1919 Investment Counsel Experience January 1997 - Present
Job Managing Director at 1919 Investment Counsel
Industry Investment Management
Experience
1919 Investment Counsel January 1997 - Present
Legg Mason Investment Counsel January 1997 - November 2014
Scudder, Stevens & Clark January 1997 - December 2005
Skills
Alternative Investments, Investments, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Management, Asset Management, Wealth Management, Fixed Income, Investment Management, Mutual Funds, Investment Strategies, Marketing Strategy, Mergers & Acquisitions, Series 7, Strategic Planning
Education
Hope College 1980 — 1984
Bachelors, Economics and Political Science
1919 Investment Counsel January 1997 - Present
Legg Mason Investment Counsel January 1997 - November 2014
Scudder, Stevens & Clark January 1997 - December 2005
Skills
Alternative Investments, Investments, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Management, Asset Management, Wealth Management, Fixed Income, Investment Management, Mutual Funds, Investment Strategies, Marketing Strategy, Mergers & Acquisitions, Series 7, Strategic Planning
Education
Hope College 1980 — 1984
Bachelors, Economics and Political Science
Sarah Pearce-Batten Sarah Pearce-Batten's 1919 Investment Counsel Experience February 2013 - Present
Job Senior Portfolio Associate at 1919 Investment Counsel
Industry Investment Management
Experience
1919 Investment Counsel February 2013 - Present
Great Oaks Venture Capital May 2007 - February 2013
GAM USA, Inc. May 2006 - May 2007
Legacy Partners Group, LLC 2004 - 2006
Skills
Private Wealth..., Equities, Investments, Financial Planning, Relationship Management, Hedge Funds, Venture Capital, Investor Relations, Fund Of Funds, Trading, Financial Services, Alternative Investments, Due Diligence, Asset Managment, Investment Management, Mutual Funds
Education
Kenyon College 1997 — 2001
BA, English Language and Literature, General
Columbia University in the City of New York
Postbaccalaureate Business Certificate Program
1919 Investment Counsel February 2013 - Present
Great Oaks Venture Capital May 2007 - February 2013
GAM USA, Inc. May 2006 - May 2007
Legacy Partners Group, LLC 2004 - 2006
Skills
Private Wealth..., Equities, Investments, Financial Planning, Relationship Management, Hedge Funds, Venture Capital, Investor Relations, Fund Of Funds, Trading, Financial Services, Alternative Investments, Due Diligence, Asset Managment, Investment Management, Mutual Funds
Education
Kenyon College 1997 — 2001
BA, English Language and Literature, General
Columbia University in the City of New York
Postbaccalaureate Business Certificate Program
Garrett Franz's 1919 Investment Counsel Experience June 2010 - Present
Job Operations & Systems Analyst at 1919 Investment Counsel
Industry Financial Services
Experience
1919 Investment Counsel June 2010 - Present
Legg Mason June 2003 - June 2010
Skills
Fixed Income, Equities, Asset Management
Education
Salisbury University 1997 — 2002
Bachelors of Science, Computer Science
1919 Investment Counsel June 2010 - Present
Legg Mason June 2003 - June 2010
Skills
Fixed Income, Equities, Asset Management
Education
Salisbury University 1997 — 2002
Bachelors of Science, Computer Science
Christopher Perry, CFA Christopher Perry, CFA's 1919 Investment Counsel Experience 2014 - Present
Job Portfolio Manager and Analyst
Industry Investment Management
Experience
1919 Investment Counsel 2014 - Present
Manulife Asset Management/John Hancock Investments 2005 - 2014
Turner Investments, L.P. 1998 - 2005
Pennsylvania Merchant Group Ltd 1996 - 1998
Miller Anderson & Sherrerd 1994 - 1996
Vanguard 1990 - 1994
Skills
Portfolio Management, Investments, Equities, Equity Research, Asset Management, Mutual Funds, Investment Management, Bloomberg, Investment Strategies, Financial Modeling, Wealth Management, Securities, Risk Management, Capital Markets, Financial Services, Hedge Funds, Process Improvement, Valuation, Investment Banking, Team Building, Investment Advisory, Microsoft Office, Client-focused, Factset, Manage Client..., Client Management, Macroeconomics, Economic Outlook, Investment Reports, Financial Statement..., Due Diligence, Market Research, Team Leadership, Supervision, Media, Basic Materials, Business Services, Sell Side Research, Buy Side Research, Technology, Telecom, Health Care, Direct Marketing, Small Cap Research, Mid Cap Research, Large Cap Research
Education
Drexel University
MBA, Finance with Investment Management Concentration
Villanova University
BS, Business Administration with Finance Concentration
1919 Investment Counsel 2014 - Present
Manulife Asset Management/John Hancock Investments 2005 - 2014
Turner Investments, L.P. 1998 - 2005
Pennsylvania Merchant Group Ltd 1996 - 1998
Miller Anderson & Sherrerd 1994 - 1996
Vanguard 1990 - 1994
Skills
Portfolio Management, Investments, Equities, Equity Research, Asset Management, Mutual Funds, Investment Management, Bloomberg, Investment Strategies, Financial Modeling, Wealth Management, Securities, Risk Management, Capital Markets, Financial Services, Hedge Funds, Process Improvement, Valuation, Investment Banking, Team Building, Investment Advisory, Microsoft Office, Client-focused, Factset, Manage Client..., Client Management, Macroeconomics, Economic Outlook, Investment Reports, Financial Statement..., Due Diligence, Market Research, Team Leadership, Supervision, Media, Basic Materials, Business Services, Sell Side Research, Buy Side Research, Technology, Telecom, Health Care, Direct Marketing, Small Cap Research, Mid Cap Research, Large Cap Research
Education
Drexel University
MBA, Finance with Investment Management Concentration
Villanova University
BS, Business Administration with Finance Concentration
Rob Uhlig Rob Uhlig's 1919 Investment Counsel Experience June 2010 - Present
Job Vice President, Information Technology Manager at 1919 Investment Counsel
Industry Information Technology and Services
Experience
1919 Investment Counsel June 2010 - Present
Legg Mason June 2006 - May 2010
Wachovia Securities June 2004 - June 2006
Legg Mason June 1999 - May 2004
Skills
Infrastructure Projects, Vendor Management, Project Management, Business Analysis, Trading Systems, Asset Management, Portfolio Management, Wealth Management, Customer Service, Strategic Planning, ITIL, IT Management, Customer Relations, Risk Management, Team Leadership, SDLC, Contract Negotiation, Program Management, Asset Managment, CRM, Management, Requirements Analysis, Security, Information Technology, Governance, Networking, Integration
Education
Salisbury University - Perdue School of Business 1995 — 1999
Bachelor of Science, Management of Information Systems
St. Paul's School for Boys 1982 — 1995
High School, College Prepatory
1919 Investment Counsel June 2010 - Present
Legg Mason June 2006 - May 2010
Wachovia Securities June 2004 - June 2006
Legg Mason June 1999 - May 2004
Skills
Infrastructure Projects, Vendor Management, Project Management, Business Analysis, Trading Systems, Asset Management, Portfolio Management, Wealth Management, Customer Service, Strategic Planning, ITIL, IT Management, Customer Relations, Risk Management, Team Leadership, SDLC, Contract Negotiation, Program Management, Asset Managment, CRM, Management, Requirements Analysis, Security, Information Technology, Governance, Networking, Integration
Education
Salisbury University - Perdue School of Business 1995 — 1999
Bachelor of Science, Management of Information Systems
St. Paul's School for Boys 1982 — 1995
High School, College Prepatory
Kathleen Keegan Kathleen Keegan's 1919 Investment Counsel Experience November 2014 - July 2015
Job General Specialist at KKGS
Industry Investment Management
Experience
KKGS August 2015 - Present
1919 Investment Counsel November 2014 - July 2015
Legg Mason Investment Counsel January 2005 - November 2014
Deutsche Bank 2002 - 2005
Deutsche Asset Management April 2002 - December 2004
Zurich Scudder Investments December 1993 - April 2002
Skills
Portfolio Management, Asset Management, Equities, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Spanish
KKGS August 2015 - Present
1919 Investment Counsel November 2014 - July 2015
Legg Mason Investment Counsel January 2005 - November 2014
Deutsche Bank 2002 - 2005
Deutsche Asset Management April 2002 - December 2004
Zurich Scudder Investments December 1993 - April 2002
Skills
Portfolio Management, Asset Management, Equities, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Spanish
Amy Jenny Amy Jenny's 1919 Investment Counsel Experience September 2015 - Present
Job Administrative Assistant
Industry Investment Management
Experience
1919 Investment Counsel September 2015 - Present
Utica Steel May 2012 - September 2015
Ruggirello, Velardo, Novara & Ver Beek, P.C. 2010 - 2011
Lucido & Manzella P.C. May 2005 - September 2010
James W. Hilton D.D.S. 1999 - 2006
Skills
Legal Writing, Legal Support, Criminal Law, Criminal Defense, Insurance Defense, Civil Litigation, Pleadings, Microsoft Office, Drivers License Appeals, Scheduling, HIPAA, Timeslips, Dentrix, Legal Assistance, Phone Skills, Dental Assisting, Litigation, Microsoft Excel, Transcription, Drafting Correspondence, Family Law
Education
Oakland University 2000 — 2005
BA, English/Sociology
Dakota High School 1996 — 2000
1919 Investment Counsel September 2015 - Present
Utica Steel May 2012 - September 2015
Ruggirello, Velardo, Novara & Ver Beek, P.C. 2010 - 2011
Lucido & Manzella P.C. May 2005 - September 2010
James W. Hilton D.D.S. 1999 - 2006
Skills
Legal Writing, Legal Support, Criminal Law, Criminal Defense, Insurance Defense, Civil Litigation, Pleadings, Microsoft Office, Drivers License Appeals, Scheduling, HIPAA, Timeslips, Dentrix, Legal Assistance, Phone Skills, Dental Assisting, Litigation, Microsoft Excel, Transcription, Drafting Correspondence, Family Law
Education
Oakland University 2000 — 2005
BA, English/Sociology
Dakota High School 1996 — 2000
Austin Main Austin Main's 1919 Investment Counsel Experience July 2015 - Present
Job Portfolio Associate at 1919 Investment Counsel
Industry Banking
Experience
1919 Investment Counsel July 2015 - Present
1919 Investment Counsel August 2012 - July 2015
Morgan Stanley March 2011 - August 2012
Bank of Ocean City, Maryland June 2008 - August 2008
Skills
Microsoft Excel, SPSS, SharePoint, Matlab, Microsoft Exchange, Financial Analysis, Bloomberg, Risk Management, Microsoft Word, PowerPoint, Economics, Microsoft Office, Securities, Research, Financial Modeling, APX, Advent
Education
University of Durham 2009 — 2011
MS, Management (Finance)
Goucher College 2004 — 2009
BA, Mathematics, Business Management
1919 Investment Counsel July 2015 - Present
1919 Investment Counsel August 2012 - July 2015
Morgan Stanley March 2011 - August 2012
Bank of Ocean City, Maryland June 2008 - August 2008
Skills
Microsoft Excel, SPSS, SharePoint, Matlab, Microsoft Exchange, Financial Analysis, Bloomberg, Risk Management, Microsoft Word, PowerPoint, Economics, Microsoft Office, Securities, Research, Financial Modeling, APX, Advent
Education
University of Durham 2009 — 2011
MS, Management (Finance)
Goucher College 2004 — 2009
BA, Mathematics, Business Management
Todd C. Jones, CFA Todd C. Jones, CFA's 1919 Investment Counsel Experience July 2006 - Present
Job Equity Research Analyst at 1919 Investment Counsel
Industry Investment Management
Experience
1919 Investment Counsel July 2006 - Present
PNC Advisors April 2004 - July 2006
Morgan Stanley Investment Management September 2002 - September 2003
Morgan Stanley Investment Management April 1998 - September 2002
Morgan Stanley Investment Management September 1990 - April 1998
Skills
Equity Valuation, Buy-side, Report Writing, Teamwork, Written & Oral..., Model company earnings..., Buy and Sell..., Communication Skills, Meet/interview company..., Chartered Financial..., Series 7, Series 6, Investment Management
Education
Pace University - Lubin School of Business 1992 — 1998
Master of Business Administration (MBA), Finance, General
State University of New York at Albany 1986 — 1986
Bachelor of Arts (BA), Economics
1919 Investment Counsel July 2006 - Present
PNC Advisors April 2004 - July 2006
Morgan Stanley Investment Management September 2002 - September 2003
Morgan Stanley Investment Management April 1998 - September 2002
Morgan Stanley Investment Management September 1990 - April 1998
Skills
Equity Valuation, Buy-side, Report Writing, Teamwork, Written & Oral..., Model company earnings..., Buy and Sell..., Communication Skills, Meet/interview company..., Chartered Financial..., Series 7, Series 6, Investment Management
Education
Pace University - Lubin School of Business 1992 — 1998
Master of Business Administration (MBA), Finance, General
State University of New York at Albany 1986 — 1986
Bachelor of Arts (BA), Economics
Blake Potter Blake Potter's 1919 Investment Counsel Experience May 2015 - Present
Job Summer Intern at 1919 Investment Counsel
Industry
Experience
1919 Investment Counsel May 2015 - Present
Skills
Financial Statement..., Quantitative Analysis, Morningstar, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, FactSet, Money Guide Pro
Education
Fordham Gabelli School of Business 2013 — 2017
Bachelor of Science in Business Administration, Primary Concentration: Finance; Secondary Concentration: Management, 3.75 GPA
1919 Investment Counsel May 2015 - Present
Skills
Financial Statement..., Quantitative Analysis, Morningstar, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, FactSet, Money Guide Pro
Education
Fordham Gabelli School of Business 2013 — 2017
Bachelor of Science in Business Administration, Primary Concentration: Finance; Secondary Concentration: Management, 3.75 GPA
Scott Liotta's 1919 Investment Counsel Experience March 2015 - Present
Job Investment Product Management at 1919 Investment Counsel
Industry Investment Management
Experience
1919 Investment Counsel March 2015 - Present
Lane Five Capital Management LP August 2006 - March 2015
Mercantile Investment & Wealth Management (now part of PNC Bank) December 2003 - July 2006
ProFund Advisors LLC July 1999 - July 2002
Alex. Brown & Sons (now Deutsche Bank Asset Management) July 1996 - July 1999
Putnam Investments April 1994 - July 1996
Brown Brothers Harriman September 1991 - April 1994
The Boston Company July 1988 - September 1991
Skills
Asset Managment, Asset Management, Management Consulting, Capital Markets, Private Equity, Venture Capital, Fixed Income, Management, Mutual Funds, Due Diligence, Investments, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Strategic Planning, Securities, Financial Modeling, Financial Analysis, Bloomberg
Education
Allegheny College 1983 — 1987
BS, Economics
1919 Investment Counsel March 2015 - Present
Lane Five Capital Management LP August 2006 - March 2015
Mercantile Investment & Wealth Management (now part of PNC Bank) December 2003 - July 2006
ProFund Advisors LLC July 1999 - July 2002
Alex. Brown & Sons (now Deutsche Bank Asset Management) July 1996 - July 1999
Putnam Investments April 1994 - July 1996
Brown Brothers Harriman September 1991 - April 1994
The Boston Company July 1988 - September 1991
Skills
Asset Managment, Asset Management, Management Consulting, Capital Markets, Private Equity, Venture Capital, Fixed Income, Management, Mutual Funds, Due Diligence, Investments, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Strategic Planning, Securities, Financial Modeling, Financial Analysis, Bloomberg
Education
Allegheny College 1983 — 1987
BS, Economics
Dessie V. Locher, CFA's 1919 Investment Counsel Experience November 2011 - Present
Job .
Industry Investment Management
Experience
1919 Investment Counsel November 2011 - Present
AshmoreEMM LLC August 2003 - November 2011
PNC Financial Services Group August 2001 - August 2003
Education
CFA Institute
Chartered Financial Analyst
Slippery Rock University of Pennsylvania 1998 — 2001
BS in Business Administration, Finance
1919 Investment Counsel November 2011 - Present
AshmoreEMM LLC August 2003 - November 2011
PNC Financial Services Group August 2001 - August 2003
Education
CFA Institute
Chartered Financial Analyst
Slippery Rock University of Pennsylvania 1998 — 2001
BS in Business Administration, Finance
Sonia Pineda's 1919 Investment Counsel Experience November 2014 - Present
Job Portfolio Administrator at 1919 Investment Counsel
Industry Financial Services
Experience
1919 Investment Counsel November 2014 - Present
Legg Mason Investment Counsel April 2010 - November 2014
Barrett Associates, Inc. April 2003 - March 2010
Skills
Mutual Funds, Equities, Series 7, Wealth Management, Bloomberg, Asset Managment, Asset Management, Alternative Investments, Securities, Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Advisory, Investment Strategies, Series 63, Hedge Funds, Equity Research, Bloomberg Terminal, Trading, Financial Services, FINRA, Back Office, Retirement Planning, Investment Management, 401k, Separately Managed..., Strategic Financial..., Trading Systems, ETFs, Uniform Combined State..., Advent, Bonds, Wealth Management..., Series 65, Fund Of Funds, Equity Trading, High Net Worth..., Institutional..., Corporate Actions, Options, Prime Brokerage, Financial Planning
Education
Pace University - Lubin School of Business 1978 — 1983
Bachelor of Business Administration (BBA), Economics and Finance
Mother Cabrini High School 1971 — 1974
1919 Investment Counsel November 2014 - Present
Legg Mason Investment Counsel April 2010 - November 2014
Barrett Associates, Inc. April 2003 - March 2010
Skills
Mutual Funds, Equities, Series 7, Wealth Management, Bloomberg, Asset Managment, Asset Management, Alternative Investments, Securities, Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Advisory, Investment Strategies, Series 63, Hedge Funds, Equity Research, Bloomberg Terminal, Trading, Financial Services, FINRA, Back Office, Retirement Planning, Investment Management, 401k, Separately Managed..., Strategic Financial..., Trading Systems, ETFs, Uniform Combined State..., Advent, Bonds, Wealth Management..., Series 65, Fund Of Funds, Equity Trading, High Net Worth..., Institutional..., Corporate Actions, Options, Prime Brokerage, Financial Planning
Education
Pace University - Lubin School of Business 1978 — 1983
Bachelor of Business Administration (BBA), Economics and Finance
Mother Cabrini High School 1971 — 1974
Michael Masterson, CFA's 1919 Investment Counsel Experience November 2014 - Present
Job Principal & Portfolio Manager at 1919 Investment Counsel
Industry Investment Management
Experience
1919 Investment Counsel November 2014 - Present
Legg Mason Investment Counsel August 2013 - November 2014
Goldman Sachs Trust Company 2005 - 2013
Brown Brothers Harriman 2001 - 2005
Bank of America 1997 - 2001
Education
University of Baltimore School of Law 1998 — 2002
J.D., Trusts & Estates
Wright State University 1990 — 1992
Master of Business Administration (MBA), Finance
Cornell University 1986 — 1990
B.S., Indsustrial & Labor Relations
1919 Investment Counsel November 2014 - Present
Legg Mason Investment Counsel August 2013 - November 2014
Goldman Sachs Trust Company 2005 - 2013
Brown Brothers Harriman 2001 - 2005
Bank of America 1997 - 2001
Education
University of Baltimore School of Law 1998 — 2002
J.D., Trusts & Estates
Wright State University 1990 — 1992
Master of Business Administration (MBA), Finance
Cornell University 1986 — 1990
B.S., Indsustrial & Labor Relations
Sean Hung's 1919 Investment Counsel Experience January 2015 - Present
Job Investment Associate at 1919 Investment Counsel
Industry Financial Services
Experience
1919 Investment Counsel January 2015 - Present
Harding Loevner LP June 2014 - January 2015
Bluestone Capital Management September 2013 - May 2014
Starbright Labs Inc. September 2012 - March 2013
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Microsoft Excel, QuickBooks, Accounts Payable, Internal Controls, Financial Accounting, Budgets, Microsoft Office, Accounts Receivable, Microsoft Word, Payroll, Tax, PowerPoint, General Ledger, Account Reconciliation, Bookkeeping, Customer Service, Finance, DCF Valuation, Financial Modeling, Corporate Finance, Valuation, Bloomberg, Investments
Education
Villanova University 2013 — 2014
Master of Science (M.S.), Finance
University of California, Riverside 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.8/4.0
Pasadena City College 2008 — 2010
Business Administration and Management, General, 3.9/4.0
Arcadia High
1919 Investment Counsel January 2015 - Present
Harding Loevner LP June 2014 - January 2015
Bluestone Capital Management September 2013 - May 2014
Starbright Labs Inc. September 2012 - March 2013
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Microsoft Excel, QuickBooks, Accounts Payable, Internal Controls, Financial Accounting, Budgets, Microsoft Office, Accounts Receivable, Microsoft Word, Payroll, Tax, PowerPoint, General Ledger, Account Reconciliation, Bookkeeping, Customer Service, Finance, DCF Valuation, Financial Modeling, Corporate Finance, Valuation, Bloomberg, Investments
Education
Villanova University 2013 — 2014
Master of Science (M.S.), Finance
University of California, Riverside 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.8/4.0
Pasadena City College 2008 — 2010
Business Administration and Management, General, 3.9/4.0
Arcadia High
Aimee Eudy's 1919 Investment Counsel Experience 2014 - Present
Job Vice President, Portfolio Manager at 1919 Investment Counsel
Industry Investment Management
Experience
1919 Investment Counsel 2014 - Present
Legg Mason Investment Counsel 2003 - 2014
Lazard Asset Management 2002 - 2003
Moody's Corporation 2000 - 2002
Prudential Financial 1997 - 2000
Skills
Fixed Income, Portfolio Management
Education
Loyola University Maryland
Master of Business Administration (M.B.A.)
University of Maryland, College Park
Bachelor of Arts (B.A.), Economics
1919 Investment Counsel 2014 - Present
Legg Mason Investment Counsel 2003 - 2014
Lazard Asset Management 2002 - 2003
Moody's Corporation 2000 - 2002
Prudential Financial 1997 - 2000
Skills
Fixed Income, Portfolio Management
Education
Loyola University Maryland
Master of Business Administration (M.B.A.)
University of Maryland, College Park
Bachelor of Arts (B.A.), Economics
Harry O'Mealia's 1919 Investment Counsel Experience 2004 - Present
Job
Industry Investment Management
Experience
1919 Investment Counsel 2004 - Present
Education
Boston College Law School
Juris Doctor (J.D.)
Columbia University in the City of New York
Master of Business Administration (M.B.A.)
University of Pennsylvania
Bachelor's Degree, English and History
1919 Investment Counsel 2004 - Present
Education
Boston College Law School
Juris Doctor (J.D.)
Columbia University in the City of New York
Master of Business Administration (M.B.A.)
University of Pennsylvania
Bachelor's Degree, English and History
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY