Legg Mason Investment Counsel
Industry: Company
DescriptionHeadquarters: Baltimore, MD Parent organizations: Legg Mason, Stifel Asset Management Corp Subsidiary: Rand Wealth, LLC
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Legg Mason Investment Counsel Employees
Employee
Years
Job
Industry
Peggy Pasquarella Peggy Pasquarella's Legg Mason Investment Counsel Experience December 2004 - Present
Job Director of Finance and HR at Legg Mason Investment Counsel
Industry Financial Services
Experience
Legg Mason Investment Counsel December 2004 - Present
Legg Mason April 2001 - November 2004
Legg Mason July 1999 - March 2001
Legg Mason January 1989 - July 1999
PwC August 1985 - January 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Budgets
Education
Loyola University Maryland 1981 — 1985
B.S., Accounting
Legg Mason Investment Counsel December 2004 - Present
Legg Mason April 2001 - November 2004
Legg Mason July 1999 - March 2001
Legg Mason January 1989 - July 1999
PwC August 1985 - January 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Budgets
Education
Loyola University Maryland 1981 — 1985
B.S., Accounting
Lin Zhuo Lin Zhuo's Legg Mason Investment Counsel Experience May 2012 - December 2012
Job Global Data Equity Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2014 - Present
Morgan Stanley March 2013 - January 2014
Legg Mason Investment Counsel May 2012 - December 2012
Johns Hopkins University Finance Department February 2012 - May 2012
Johns Hopkins University Finance Club May 2011 - May 2012
451 Research June 2011 - December 2011
Johns Hopkins University Equity Analyst Team March 2011 - December 2011
Bank of China December 2009 - June 2010
Shenyin & Wanguo Securities Co. Ltd. July 2009 - October 2009
Pepsi Beverages Company December 2006 - February 2007
Skills
Equity Research, Financial Modeling, Wealth Management, Quantitative Analytics, Asset Managment, Valuation, Financial Analysis, Fixed Income, Finance, Asset Management, Bloomberg, Investments, Business Analysis, Corporate Finance, Derivatives, Portfolio Management, Economics, Equities, Capital Markets, Hedge Funds, Bloomberg Terminal, Investment Banking, VBA, Emerging Markets, Alternative Investments, Private Equity
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
The Johns Hopkins University 2011 — 2012
MS, Finance
Shanghai International Studies University 2006 — 2010
BS, Finance, English Literature
Bloomberg LP January 2014 - Present
Morgan Stanley March 2013 - January 2014
Legg Mason Investment Counsel May 2012 - December 2012
Johns Hopkins University Finance Department February 2012 - May 2012
Johns Hopkins University Finance Club May 2011 - May 2012
451 Research June 2011 - December 2011
Johns Hopkins University Equity Analyst Team March 2011 - December 2011
Bank of China December 2009 - June 2010
Shenyin & Wanguo Securities Co. Ltd. July 2009 - October 2009
Pepsi Beverages Company December 2006 - February 2007
Skills
Equity Research, Financial Modeling, Wealth Management, Quantitative Analytics, Asset Managment, Valuation, Financial Analysis, Fixed Income, Finance, Asset Management, Bloomberg, Investments, Business Analysis, Corporate Finance, Derivatives, Portfolio Management, Economics, Equities, Capital Markets, Hedge Funds, Bloomberg Terminal, Investment Banking, VBA, Emerging Markets, Alternative Investments, Private Equity
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
The Johns Hopkins University 2011 — 2012
MS, Finance
Shanghai International Studies University 2006 — 2010
BS, Finance, English Literature
Janet Nettleton Otto Janet Nettleton Otto's Legg Mason Investment Counsel Experience February 2011 - March 2013
Job Managing Director, Relationship Manager at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company April 2013 - Present
Legg Mason Investment Counsel February 2011 - March 2013
J P Morgan August 2007 - February 2011
U. S. Trust Company December 1993 - July 2007
Chemical Bank September 1990 - November 1993
Harris Bank February 1989 - June 1990
Manufacturers Hanover Trust July 1983 - June 1988
Skills
Wealth Management, Investments, Family Office, Business Development, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management
M.B.A., Finance and Accounting
Smith College
B.A., Music
Fiduciary Trust Company April 2013 - Present
Legg Mason Investment Counsel February 2011 - March 2013
J P Morgan August 2007 - February 2011
U. S. Trust Company December 1993 - July 2007
Chemical Bank September 1990 - November 1993
Harris Bank February 1989 - June 1990
Manufacturers Hanover Trust July 1983 - June 1988
Skills
Wealth Management, Investments, Family Office, Business Development, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management
M.B.A., Finance and Accounting
Smith College
B.A., Music
Lindsey Edler's Legg Mason Investment Counsel Experience 2005 - 2007
Job Owner at Vulpine Technology Corporation
Industry Information Technology and Services
Experience
Vulpine Technology Corporation March 2011 - Present
Wells Capital Management November 2009 - March 2011
Evergreen Investments March 2007 - November 2009
Legg Mason Investment Counsel 2005 - 2007
T. Rowe Price 2000 - 2005
T. Rowe Price 2000 - 2002
Skills
Fixed Income, Trading Systems, Asset Managment, Equities, Portfolio Management, Trading, Business Analysis, Bloomberg, Securities, Investments, Mutual Funds, Risk Management, Derivatives, Financial Services, Hedge Funds, Electronic Trading, Options, SQL, Series 7, SDLC, Asset Management, Investment Management, Order Management
Education
Salisbury University 1995 — 1999
BACHELORS, English
Vulpine Technology Corporation March 2011 - Present
Wells Capital Management November 2009 - March 2011
Evergreen Investments March 2007 - November 2009
Legg Mason Investment Counsel 2005 - 2007
T. Rowe Price 2000 - 2005
T. Rowe Price 2000 - 2002
Skills
Fixed Income, Trading Systems, Asset Managment, Equities, Portfolio Management, Trading, Business Analysis, Bloomberg, Securities, Investments, Mutual Funds, Risk Management, Derivatives, Financial Services, Hedge Funds, Electronic Trading, Options, SQL, Series 7, SDLC, Asset Management, Investment Management, Order Management
Education
Salisbury University 1995 — 1999
BACHELORS, English
Matthew Harnisch Matthew Harnisch's Legg Mason Investment Counsel Experience August 2012 - May 2015
Job Business Development Associate at Legg Mason Investment Counsel
Industry Financial Services
Experience
Legg Mason Investment Counsel August 2012 - May 2015
Legg Mason December 2011 - January 2012
Federal Reserve Bank of New York June 2011 - August 2011
Skills
Investments, Sales, Business Development, Financial Analysis, Microsoft Excel, Market Research, Marketing, Strategy, Leadership, New Business Development, Analysis, Strategic Planning, Entrepreneurship, Competitive Analysis, Business Strategy, Equities, Hedge Funds, Bloomberg, Marketing Strategy
Education
Colgate University 2008 — 2012
Poly Prep
Legg Mason Investment Counsel August 2012 - May 2015
Legg Mason December 2011 - January 2012
Federal Reserve Bank of New York June 2011 - August 2011
Skills
Investments, Sales, Business Development, Financial Analysis, Microsoft Excel, Market Research, Marketing, Strategy, Leadership, New Business Development, Analysis, Strategic Planning, Entrepreneurship, Competitive Analysis, Business Strategy, Equities, Hedge Funds, Bloomberg, Marketing Strategy
Education
Colgate University 2008 — 2012
Poly Prep
Eric Mason Eric Mason's Legg Mason Investment Counsel Experience April 2012 - Present
Job Investment Systems & Operations Manager at Legg Mason Investment Counsel
Industry Financial Services
Experience
Legg Mason Investment Counsel April 2012 - Present
Legg Mason Investment Counsel May 2009 - March 2012
Legg Mason Investment Counsel November 2006 - April 2009
Legg Mason - Asset Management Technology Solutions February 2006 - October 2006
Legg Mason - Asset Management Technology Solutions March 2005 - January 2006
The University of Maryland Medical System January 2003 - October 2004
The University of Maryland Medical System February 2002 - December 2002
The University of Maryland Medical System October 2001 - January 2002
Skills
Access, Asset Management, Microsoft Office, SQL, Financial Analysis, Financial Reporting, Business Analysis, Compliance, Process Improvement, Analysis, Bloomberg, Data Analysis, Excel, Fixed Income, Documentation, Equities, Mutual Funds, Risk Management, PowerPoint, Outlook, Securities, Investments, Derivatives, Word, Equity Research, Capital Markets, Trading, Problem Solving, Financial Management, VBA, Finance, MS Project
Education
Loyola University Maryland 2006 — 2008
Master of Science, Finance
University of Maryland College Park 1997 — 2001
Bachelor of Science, Double Major: Finance and Information Technology
Legg Mason Investment Counsel April 2012 - Present
Legg Mason Investment Counsel May 2009 - March 2012
Legg Mason Investment Counsel November 2006 - April 2009
Legg Mason - Asset Management Technology Solutions February 2006 - October 2006
Legg Mason - Asset Management Technology Solutions March 2005 - January 2006
The University of Maryland Medical System January 2003 - October 2004
The University of Maryland Medical System February 2002 - December 2002
The University of Maryland Medical System October 2001 - January 2002
Skills
Access, Asset Management, Microsoft Office, SQL, Financial Analysis, Financial Reporting, Business Analysis, Compliance, Process Improvement, Analysis, Bloomberg, Data Analysis, Excel, Fixed Income, Documentation, Equities, Mutual Funds, Risk Management, PowerPoint, Outlook, Securities, Investments, Derivatives, Word, Equity Research, Capital Markets, Trading, Problem Solving, Financial Management, VBA, Finance, MS Project
Education
Loyola University Maryland 2006 — 2008
Master of Science, Finance
University of Maryland College Park 1997 — 2001
Bachelor of Science, Double Major: Finance and Information Technology
Ron Bates Ron Bates's Legg Mason Investment Counsel Experience January 1997 - November 2014
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
Gabriel Cervantes Gabriel Cervantes's Legg Mason Investment Counsel Experience June 2012 - August 2012
Job Research Analyst at Haver Analytics
Industry Financial Services
Experience
Haver Analytics June 2014 - Present
Legg Mason Investment Counsel June 2012 - August 2012
Jerome Haims Realty June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking, Research, Financial Modeling, Data Analysis, Market Research
Education
New York University 2011 — 2015
Bachelor of Science (BS), Mathematics and Economics
Haver Analytics June 2014 - Present
Legg Mason Investment Counsel June 2012 - August 2012
Jerome Haims Realty June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking, Research, Financial Modeling, Data Analysis, Market Research
Education
New York University 2011 — 2015
Bachelor of Science (BS), Mathematics and Economics
Andrea Saum Turner Andrea Saum Turner's Legg Mason Investment Counsel Experience January 2014 - March 2014
Job Real Estate Specialist at Bushari Group Real Estate
Industry Real Estate
Experience
Bushari Group Real Estate February 2015 - Present
Legg Mason Investment Counsel January 2014 - March 2014
Silver Bridge January 2012 - August 2013
Silver Bridge Advisors January 2010 - December 2011
Silver Bridge Advisors July 2007 - December 2009
Deutsche Bank Trust Company June 2005 - June 2007
Skills
Wealth Management, Portfolio Management, Financial Services, Strategic Financial..., Marketing Strategy, Marketing Communications, Trust Management, Estate Planning, Analysis, Investment Advisory, Strategic Planning, Business Strategy, Private Banking, Marketing, Strategy, Mergers & Acquisitions, Wealth, Financial Advisory, Start-ups, Wealth Management..., CRM
Education
Lafayette College 2001 — 2005
Bachelor of Arts, Mathematics
New Canaan High School
Institute of Certified Bankers 2007 — 2008
Certified Trust and Financial Advisor (CTFA), American Bankers Association National and Graduate Trust Schools
Bushari Group Real Estate February 2015 - Present
Legg Mason Investment Counsel January 2014 - March 2014
Silver Bridge January 2012 - August 2013
Silver Bridge Advisors January 2010 - December 2011
Silver Bridge Advisors July 2007 - December 2009
Deutsche Bank Trust Company June 2005 - June 2007
Skills
Wealth Management, Portfolio Management, Financial Services, Strategic Financial..., Marketing Strategy, Marketing Communications, Trust Management, Estate Planning, Analysis, Investment Advisory, Strategic Planning, Business Strategy, Private Banking, Marketing, Strategy, Mergers & Acquisitions, Wealth, Financial Advisory, Start-ups, Wealth Management..., CRM
Education
Lafayette College 2001 — 2005
Bachelor of Arts, Mathematics
New Canaan High School
Institute of Certified Bankers 2007 — 2008
Certified Trust and Financial Advisor (CTFA), American Bankers Association National and Graduate Trust Schools
Hal Maskery - CIMA, CPWA's Legg Mason Investment Counsel Experience October 2007 - January 2013
Job Business Development Executive
Industry Financial Services
Experience
JP Morgan Securities Affiliate Chase Investments December 2014 - May 2015
Fisher Investments June 2013 - November 2014
Legg Mason Investment Counsel October 2007 - January 2013
Smith Barney October 2006 - September 2007
BlackRock Financial Management July 2003 - September 2006
Skills
Institutional Business..., Retirement Planning, Portfolio Management, Wealth Management, Investments, Asset Management, Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Finance, Financial Analysis, Series 66
Education
Hampden-Sydney College 1970 — 1974
Economics
JP Morgan Securities Affiliate Chase Investments December 2014 - May 2015
Fisher Investments June 2013 - November 2014
Legg Mason Investment Counsel October 2007 - January 2013
Smith Barney October 2006 - September 2007
BlackRock Financial Management July 2003 - September 2006
Skills
Institutional Business..., Retirement Planning, Portfolio Management, Wealth Management, Investments, Asset Management, Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Finance, Financial Analysis, Series 66
Education
Hampden-Sydney College 1970 — 1974
Economics
Kathleen Keegan Kathleen Keegan's Legg Mason Investment Counsel Experience January 2005 - November 2014
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
Isaac Shmulewitz Isaac Shmulewitz's Legg Mason Investment Counsel Experience August 2014 - January 2015
Job Investment Banking at Height Securities
Industry Financial Services
Experience
Height Securities January 2015 - Present
Legg Mason Investment Counsel August 2014 - January 2015
Height Securities June 2014 - August 2014
American Center for Democracy and The Economic Warfare Institute June 2012 - September 2012
Nassau County Police Department July 2011 - November 2011
Source Communications June 2010 - August 2011
Ahvi Spindell Media Relations Services July 2010 - September 2010
Skills
Counterterrorism
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
MA, International Relations and International Economics
City University of New York-Queens College 2010 — 2013
Bachelors, Middle Eastern History; International Relations and Arabic
Height Securities January 2015 - Present
Legg Mason Investment Counsel August 2014 - January 2015
Height Securities June 2014 - August 2014
American Center for Democracy and The Economic Warfare Institute June 2012 - September 2012
Nassau County Police Department July 2011 - November 2011
Source Communications June 2010 - August 2011
Ahvi Spindell Media Relations Services July 2010 - September 2010
Skills
Counterterrorism
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
MA, International Relations and International Economics
City University of New York-Queens College 2010 — 2013
Bachelors, Middle Eastern History; International Relations and Arabic
Michael Coombe, CFA Michael Coombe, CFA's Legg Mason Investment Counsel Experience June 2006 - December 2011
Job Director at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. January 2012 - Present
Legg Mason Investment Counsel June 2006 - December 2011
Sena Weller Rohs Williams March 1994 - June 2006
Skills
Investment Strategies, Investment Management, Equities, Retirement Planning, Wealth Management, Estate Planning, Bonds
Education
Columbia University - Columbia Business School 1984 — 1986
Master of Business Administration (MBA), Finance
Yale University 1978 — 1982
Bachelor of Arts (BA), History
Robert W. Baird & Co. January 2012 - Present
Legg Mason Investment Counsel June 2006 - December 2011
Sena Weller Rohs Williams March 1994 - June 2006
Skills
Investment Strategies, Investment Management, Equities, Retirement Planning, Wealth Management, Estate Planning, Bonds
Education
Columbia University - Columbia Business School 1984 — 1986
Master of Business Administration (MBA), Finance
Yale University 1978 — 1982
Bachelor of Arts (BA), History
Meghan Moore Meghan Moore's Legg Mason Investment Counsel Experience September 2010 - April 2012
Job Customer Experience Manager at Jetaport
Industry Computer Software
Experience
Jetaport July 2015 - Present
Jetaport September 2013 - Present
Signpost October 2012 - September 2013
Legg Mason Investment Counsel September 2010 - April 2012
Harry T. Wilks Leadership Institute August 2009 - December 2009
Skills
Public Policy, Socially Responsible..., Social Media, Business Development, Writing, Sales, Marketing, Online Advertising, Program Management, Start-ups, Entrepreneurship, Social Media Marketing, Marketing Strategy, Market Research, Leadership, Social Impact, Strategy
Education
Miami University 2008 — 2012
Bachelor of Arts, American Studies, Public Adminstration, Urban and Regional Analysis
University of Wollongong 2010 — 2010
Bachelor of Arts (B.A.), Fine Art and Sociology
Jetaport July 2015 - Present
Jetaport September 2013 - Present
Signpost October 2012 - September 2013
Legg Mason Investment Counsel September 2010 - April 2012
Harry T. Wilks Leadership Institute August 2009 - December 2009
Skills
Public Policy, Socially Responsible..., Social Media, Business Development, Writing, Sales, Marketing, Online Advertising, Program Management, Start-ups, Entrepreneurship, Social Media Marketing, Marketing Strategy, Market Research, Leadership, Social Impact, Strategy
Education
Miami University 2008 — 2012
Bachelor of Arts, American Studies, Public Adminstration, Urban and Regional Analysis
University of Wollongong 2010 — 2010
Bachelor of Arts (B.A.), Fine Art and Sociology
Amanda Agati, CFA Amanda Agati, CFA's Legg Mason Investment Counsel Experience 2005 - November 2014
Job Investment Strategist & Portfolio Advisor at PNC Institutional Asset Management
Industry Financial Services
Experience
PNC Institutional Asset Management July 2015 - Present
1919 Investment Counsel, a Stifel Financial Company 2005 - June 2015
Legg Mason Investment Counsel 2005 - November 2014
PNC Advisors, A Division of PNC Bank, Philadelphia, PA 2004 - 2005
PNC Advisors, A Division of PNC Bank, Scranton, PA 2002 - 2004
Legg Mason Inc., Philadelphia, PA 2001 - 2002
Skills
Equities, Portfolio Management, Valuation, Investments, Equity Research, Investment Banking, Securities, Analysis, Bloomberg, Wealth Management, Forecasting, Hedge Funds, Investment Management, Capital Markets, Financial Modeling, Fixed Income
Education
Penn State University 1997 — 2001
B.S. in Finance, Minor in Economics
Dallas Senior High School 1994 — 1997
PNC Institutional Asset Management July 2015 - Present
1919 Investment Counsel, a Stifel Financial Company 2005 - June 2015
Legg Mason Investment Counsel 2005 - November 2014
PNC Advisors, A Division of PNC Bank, Philadelphia, PA 2004 - 2005
PNC Advisors, A Division of PNC Bank, Scranton, PA 2002 - 2004
Legg Mason Inc., Philadelphia, PA 2001 - 2002
Skills
Equities, Portfolio Management, Valuation, Investments, Equity Research, Investment Banking, Securities, Analysis, Bloomberg, Wealth Management, Forecasting, Hedge Funds, Investment Management, Capital Markets, Financial Modeling, Fixed Income
Education
Penn State University 1997 — 2001
B.S. in Finance, Minor in Economics
Dallas Senior High School 1994 — 1997
Bill Smith, CFP® Bill Smith, CFP®'s Legg Mason Investment Counsel Experience April 2012 - July 2014
Job Senior Vice President at Maryland Capital Management
Industry Financial Services
Experience
Maryland Capital Management August 2014 - Present
Legg Mason Investment Counsel April 2012 - July 2014
Legg Mason Capital Management December 2007 - April 2012
Legg Mason January 2007 - December 2007
Legg Mason 2002 - 2006
Legg Mason 2000 - 2002
First Union National Bank (acquired by Wells Fargo) 1999 - 2000
Skills
Investments, Wealth Management, Mutual Funds, Asset Management, Certified Financial..., Relationship Management, Sales Management, Asset Allocation, Direct Sales, Separately Managed..., Estate Planning, Business Development, Series 63, CRM, Fixed Income, Management, Strategy
Education
University of Delaware 1991 — 1995
Bachelor of Arts (B.A.), International Relations
Dulaney High School
Maryland Capital Management August 2014 - Present
Legg Mason Investment Counsel April 2012 - July 2014
Legg Mason Capital Management December 2007 - April 2012
Legg Mason January 2007 - December 2007
Legg Mason 2002 - 2006
Legg Mason 2000 - 2002
First Union National Bank (acquired by Wells Fargo) 1999 - 2000
Skills
Investments, Wealth Management, Mutual Funds, Asset Management, Certified Financial..., Relationship Management, Sales Management, Asset Allocation, Direct Sales, Separately Managed..., Estate Planning, Business Development, Series 63, CRM, Fixed Income, Management, Strategy
Education
University of Delaware 1991 — 1995
Bachelor of Arts (B.A.), International Relations
Dulaney High School
Brad Burgunder's Legg Mason Investment Counsel Experience April 2007 - September 2008
Job Relationship Manager at Brown Advisory
Industry Investment Management
Experience
Brown Advisory August 2011 - Present
T. Rowe Price April 2011 - August 2011
T Rowe Price November 2008 - April 2011
Legg Mason Investment Counsel April 2007 - September 2008
Legg Mason December 2005 - March 2007
Legg Mason July 1999 - December 2005
First National Bank of MD 1993 - 1997
Skills
Investments, Banking, Mutual Funds, Strategy, Financial Services, Business Development, Portfolio Management, Financial Advisory, Marketing, Asset Management, Insurance, Series 7, Wealth Management, Equities
Education
The Johns Hopkins University - Carey Business School 1996 — 1999
MBA, Marketing
Bucknell University 1989 — 1993
Gilman 1986 — 1989
Brown Advisory August 2011 - Present
T. Rowe Price April 2011 - August 2011
T Rowe Price November 2008 - April 2011
Legg Mason Investment Counsel April 2007 - September 2008
Legg Mason December 2005 - March 2007
Legg Mason July 1999 - December 2005
First National Bank of MD 1993 - 1997
Skills
Investments, Banking, Mutual Funds, Strategy, Financial Services, Business Development, Portfolio Management, Financial Advisory, Marketing, Asset Management, Insurance, Series 7, Wealth Management, Equities
Education
The Johns Hopkins University - Carey Business School 1996 — 1999
MBA, Marketing
Bucknell University 1989 — 1993
Gilman 1986 — 1989
Scott Metz's Legg Mason Investment Counsel Experience 2002 - 2007
Job Director, Accounting at ConnectYourCare
Industry Financial Services
Experience
ConnectYourCare June 2013 - Present
ConnectYourCare June 2010 - Present
LACE Financial Corp. 2009 - July 2010
Legg Mason Capital Management 2007 - 2008
Legg Mason Investment Counsel 2002 - 2007
Skills
Financial Modeling, Finance, Forecasting, Financial Analysis, Strategic Planning, Valuation, Business Analysis, Due Diligence, Mergers & Acquisitions, Investments, Accounting, Insurance
Education
Franklin & Marshall College 1990 — 1994
Loyola University Maryland
MBA, Finance
ConnectYourCare June 2013 - Present
ConnectYourCare June 2010 - Present
LACE Financial Corp. 2009 - July 2010
Legg Mason Capital Management 2007 - 2008
Legg Mason Investment Counsel 2002 - 2007
Skills
Financial Modeling, Finance, Forecasting, Financial Analysis, Strategic Planning, Valuation, Business Analysis, Due Diligence, Mergers & Acquisitions, Investments, Accounting, Insurance
Education
Franklin & Marshall College 1990 — 1994
Loyola University Maryland
MBA, Finance
Sonia Pineda's Legg Mason Investment Counsel Experience April 2010 - November 2014
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
Lorinda Laub's Legg Mason Investment Counsel Experience 2007 - Present
Job Principal at Legg Mason Investment Coounsel
Industry Investment Management
Experience
Legg Mason Investment Counsel 2007 - Present
U.S. Trust Company 1998 - 2007
Brown Brothers Harriman & Co. 1991 - 1998
Education
Trinity College-Hartford
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Legg Mason Investment Counsel 2007 - Present
U.S. Trust Company 1998 - 2007
Brown Brothers Harriman & Co. 1991 - 1998
Education
Trinity College-Hartford
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Erin Sheeran Nordt's Legg Mason Investment Counsel Experience April 2006 - November 2010
Job Vice President at Palmer Economic Development, Inc.
Industry Investment Management
Experience
Palmer Economic Development, Inc. January 2011 - Present
Legg Mason Investment Counsel April 2006 - November 2010
Citigroup December 2005 - April 2006
Deutsche Bank September 2002 - November 2005
Skills
Fixed Income, Derivatives, Equity Research, Alternative Investments, Bonds, FX Options, Bloomberg Terminal, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2009 — 2014
Master of Business Administration (MBA)
Fordham Gabelli School of Business 2007 — 2008
Pre-MBA
Fordham University 1997 — 2001
BA, Economics
Palmer Economic Development, Inc. January 2011 - Present
Legg Mason Investment Counsel April 2006 - November 2010
Citigroup December 2005 - April 2006
Deutsche Bank September 2002 - November 2005
Skills
Fixed Income, Derivatives, Equity Research, Alternative Investments, Bonds, FX Options, Bloomberg Terminal, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2009 — 2014
Master of Business Administration (MBA)
Fordham Gabelli School of Business 2007 — 2008
Pre-MBA
Fordham University 1997 — 2001
BA, Economics
Brandon Alderson's Legg Mason Investment Counsel Experience December 2010 - October 2014
Job Research Analyst I, Assistant Vice President at Wilmington Trust Investment Advisors
Industry Financial Services
Experience
Wilmington Trust Investment Advisors October 2014 - Present
Legg Mason Investment Counsel December 2010 - October 2014
T. Rowe Price February 2010 - January 2011
Legg Mason June 2008 - February 2010
Itinere North America June 2007 - April 2008
Skills
Mutual Funds, Investments, Equities, Fixed Income
Education
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Economics, Spanish
the Cervantes Institute
Diploma, Spanish as a foreign language
Wilmington Trust Investment Advisors October 2014 - Present
Legg Mason Investment Counsel December 2010 - October 2014
T. Rowe Price February 2010 - January 2011
Legg Mason June 2008 - February 2010
Itinere North America June 2007 - April 2008
Skills
Mutual Funds, Investments, Equities, Fixed Income
Education
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Economics, Spanish
the Cervantes Institute
Diploma, Spanish as a foreign language
Margaret Sadler's Legg Mason Investment Counsel Experience May 2010 - Present
Job Investment Systems & Operations Supervisor at 1919 Investment Counsel
Industry Financial Services
Experience
Legg Mason Investment Counsel May 2010 - Present
Legg Mason April 2006 - April 2010
Legg Mason August 2004 - March 2006
Legg Mason January 2003 - August 2004
Legg Mason August 1999 - January 2003
Skills
Equities, Fixed Income, Account Reconciliation, Wealth Management, Investments, Analysis, Portfolio Management
Education
Loyola University Maryland 1995 — 1999
Bachelor of Arts, History
Legg Mason Investment Counsel May 2010 - Present
Legg Mason April 2006 - April 2010
Legg Mason August 2004 - March 2006
Legg Mason January 2003 - August 2004
Legg Mason August 1999 - January 2003
Skills
Equities, Fixed Income, Account Reconciliation, Wealth Management, Investments, Analysis, Portfolio Management
Education
Loyola University Maryland 1995 — 1999
Bachelor of Arts, History
Aslam Patmah's Legg Mason Investment Counsel Experience September 2003 - December 2008
Job Investment Management Professional
Industry Investment Management
Experience
Legg Mason Investment Counsel September 2003 - December 2008
The Advisors group February 1999 - May 2003
Capital Asset Management Group June 1995 - January 1999
Calvert Group January 1994 - May 1995
Education
University of Maryland College Park 1989 — 1992
BS Finance, Finance
British Society of Commerce, England
Advanced Accounting Certificate
London Chamber of Commerce
Intermediate Accounting Certificate
Legg Mason Investment Counsel September 2003 - December 2008
The Advisors group February 1999 - May 2003
Capital Asset Management Group June 1995 - January 1999
Calvert Group January 1994 - May 1995
Education
University of Maryland College Park 1989 — 1992
BS Finance, Finance
British Society of Commerce, England
Advanced Accounting Certificate
London Chamber of Commerce
Intermediate Accounting Certificate
Janice Murdock's Legg Mason Investment Counsel Experience May 2000 - Present
Job Portfolio Assistant at Legg Mason Investment Counsel
Industry Financial Services
Experience
Legg Mason Investment Counsel May 2000 - Present
Education
Chicago State University 1999 — 2001
B.S., Business Adminstration
Legg Mason Investment Counsel May 2000 - Present
Education
Chicago State University 1999 — 2001
B.S., Business Adminstration
Michael Masterson, CFA's Legg Mason Investment Counsel Experience August 2013 - November 2014
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
Harry O'Mealia's Legg Mason Investment Counsel Experience
Job CEO at Legg Mason Investment Counsel
Industry Investment Management
Experience
Legg Mason Investment Counsel
Skills
Investments, Private Equity, Asset Management, Venture Capital, Hedge Funds, Start-ups, Mergers & Acquisitions, Business Strategy, Alternative Investments, Strategic Planning, Entrepreneurship, Equities, Portfolio Management, Due Diligence, Business Development
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
University of Pennsylvania
BA, English, History
Legg Mason Investment Counsel
Skills
Investments, Private Equity, Asset Management, Venture Capital, Hedge Funds, Start-ups, Mergers & Acquisitions, Business Strategy, Alternative Investments, Strategic Planning, Entrepreneurship, Equities, Portfolio Management, Due Diligence, Business Development
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
University of Pennsylvania
BA, English, History
Michael O'Keeffe's Legg Mason Investment Counsel Experience April 2012 - November 2014
Job 1919 Investment Counsel
Industry Financial Services
Experience
1919 Investment Counsel (formerly Legg Mason Investment Counsel) November 2014 - Present
Legg Mason Investment Counsel April 2012 - November 2014
Legg Mason Investment Counsel May 2010 - April 2012
Legg Mason June 2008 - May 2010
Merrill Lynch February 2008 - May 2008
Loyola University Maryland October 2006 - January 2008
Office of Congressman Chris Smith June 2006 - August 2006
Skills
Investments, Analysis, Bloomberg, Finance, Asset Allocation, Equities, Financial Analysis, Economics, Advent, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office, FactSet, Morningstar Direct, APX, Moxy, Portia, Mutual Funds, Asset Management, Accounting, Fixed Income, ETFs
Education
Loyola University Maryland 2004 — 2008
BBA, Economics, Minor in Political Science
Christian Brothers Academy 2000 — 2004
High School
1919 Investment Counsel (formerly Legg Mason Investment Counsel) November 2014 - Present
Legg Mason Investment Counsel April 2012 - November 2014
Legg Mason Investment Counsel May 2010 - April 2012
Legg Mason June 2008 - May 2010
Merrill Lynch February 2008 - May 2008
Loyola University Maryland October 2006 - January 2008
Office of Congressman Chris Smith June 2006 - August 2006
Skills
Investments, Analysis, Bloomberg, Finance, Asset Allocation, Equities, Financial Analysis, Economics, Advent, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office, FactSet, Morningstar Direct, APX, Moxy, Portia, Mutual Funds, Asset Management, Accounting, Fixed Income, ETFs
Education
Loyola University Maryland 2004 — 2008
BBA, Economics, Minor in Political Science
Christian Brothers Academy 2000 — 2004
High School
Melvin Hecht's Legg Mason Investment Counsel Experience January 2004 - Present
Job Portfolio Manager at Legg Mason Investment Counsel
Industry Financial Services
Experience
Legg Mason Investment Counsel January 2004 - Present
Legg Mason Investment Counsel 2004 - Present
Mercantile-Safe Deposit and Trust Company September 1987 - January 2004
Education
The Johns Hopkins University 1967 — 1971
BA
Legg Mason Investment Counsel January 2004 - Present
Legg Mason Investment Counsel 2004 - Present
Mercantile-Safe Deposit and Trust Company September 1987 - January 2004
Education
The Johns Hopkins University 1967 — 1971
BA
Gary Gehm's Legg Mason Investment Counsel Experience December 2006 - March 2010
Job Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2010 - Present
Legg Mason Investment Counsel December 2006 - March 2010
Northern Trust 1995 - 2006
Education
The John Marshall Law School 1985 — 1989
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1974 — 1978
B.S., Accountancy
PNC Wealth Management June 2010 - Present
Legg Mason Investment Counsel December 2006 - March 2010
Northern Trust 1995 - 2006
Education
The John Marshall Law School 1985 — 1989
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1974 — 1978
B.S., Accountancy
Jane Trust's Legg Mason Investment Counsel Experience January 2000 - April 2007
Job Director, Mutual Fund Boards at Legg Mason
Industry Financial Services
Experience
Legg Mason March 2015 - Present
Legg Mason Capital Management April 2007 - January 2014
Legg Mason Investment Counsel January 2000 - April 2007
Legg Mason Capital Management January 1991 - January 2000
Legg Mason, Inc. September 1987 - January 1991
Robert W. Bell & Company August 1984 - March 1986
Skills
Asset Management, Equities, Investments, Mutual Funds, Bloomberg, Alternative Investments, Hedge Funds, Fixed Income, Equity Research, Securities, Writing
Education
The Johns Hopkins University - Carey Business School 1985 — 1987
Masters of Administrative Science, Finance
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), Engineering Sciences
Legg Mason March 2015 - Present
Legg Mason Capital Management April 2007 - January 2014
Legg Mason Investment Counsel January 2000 - April 2007
Legg Mason Capital Management January 1991 - January 2000
Legg Mason, Inc. September 1987 - January 1991
Robert W. Bell & Company August 1984 - March 1986
Skills
Asset Management, Equities, Investments, Mutual Funds, Bloomberg, Alternative Investments, Hedge Funds, Fixed Income, Equity Research, Securities, Writing
Education
The Johns Hopkins University - Carey Business School 1985 — 1987
Masters of Administrative Science, Finance
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), Engineering Sciences
Lorinda Laub, CFA's Legg Mason Investment Counsel Experience 2007 - Present
Job Sr Portfolio Manager at Legg Mason Investment Counsel
Industry Investment Management
Experience
Legg Mason Investment Counsel 2007 - Present
US Trust Co 1998 - 2007
Brown Brothers Harriman 1991 - 1998
Donaldson, Lufkin & Jenrette 1986 - 1989
Skills
Alternative Investments, Asset Allocation, Investment Management, Asset Managment, Wealth Management..., Equities, Wealth Management, Hedge Funds, Series 7, Investment Strategies, Investment Advisory, Portfolio Management, Investments, Series 63, Fixed Income
Education
University of North Carolina at Chapel Hill 1989 — 1991
MBA, Finance
Trinity College-Hartford 1982 — 1986
BA, Economics
Legg Mason Investment Counsel 2007 - Present
US Trust Co 1998 - 2007
Brown Brothers Harriman 1991 - 1998
Donaldson, Lufkin & Jenrette 1986 - 1989
Skills
Alternative Investments, Asset Allocation, Investment Management, Asset Managment, Wealth Management..., Equities, Wealth Management, Hedge Funds, Series 7, Investment Strategies, Investment Advisory, Portfolio Management, Investments, Series 63, Fixed Income
Education
University of North Carolina at Chapel Hill 1989 — 1991
MBA, Finance
Trinity College-Hartford 1982 — 1986
BA, Economics
Mary Lou Johnson's Legg Mason Investment Counsel Experience November 2005 - Present
Job Vice PresidentMarketing at Legg Mason Investment Counsel
Industry Financial Services
Experience
Legg Mason Investment Counsel November 2005 - Present
Skills
Business Development, Sales Management, Asset Management, Mutual Funds, Investments, Equities, Wealth Management, Event Management, Online Advertising, Marketing Strategy, Series 7, Branding & Identity, Team Leadership, Portfolio Management, Strategy, Strategic Financial..., Asset Allocation
Education
Bryn Mawr College
Midwood High School
Legg Mason Investment Counsel November 2005 - Present
Skills
Business Development, Sales Management, Asset Management, Mutual Funds, Investments, Equities, Wealth Management, Event Management, Online Advertising, Marketing Strategy, Series 7, Branding & Identity, Team Leadership, Portfolio Management, Strategy, Strategic Financial..., Asset Allocation
Education
Bryn Mawr College
Midwood High School
Orest Bidnyk's Legg Mason Investment Counsel Experience June 2014 - August 2014
Job Finance Analyst Intern at Jaguar Land Rover North America
Industry Automotive
Experience
Jaguar Land Rover North America November 2014 - Present
Legg Mason Investment Counsel June 2014 - August 2014
St. John's the Baptist Ukrainian Catholic Church February 2013 - April 2014
Credit Suisse March 2013 - June 2013
NYSSA / CFA Institute Competition October 2012 - February 2013
ITG August 2012 - September 2012
Route 46 Mitsubishi and Nissan June 2012 - August 2012
Route 46 Mitsubishi and Nissan February 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Finance, Banking, AutoCAD, Minitab, Excel, Financial Analysis, Management, Analysis, Microsoft Office, 3D Studio Max, Word, Microsoft Windows 98, Windows 7, Portfolio Management, Strategy, SAP, Accounting
Education
New Jersey Institute of Technology 2011 — 2014
Bachelor of Science, Business, 3.54/4.0 Cum Laude
The Cooper Union for the Advancement of Science and Art 2008 — 2010
Jaguar Land Rover North America November 2014 - Present
Legg Mason Investment Counsel June 2014 - August 2014
St. John's the Baptist Ukrainian Catholic Church February 2013 - April 2014
Credit Suisse March 2013 - June 2013
NYSSA / CFA Institute Competition October 2012 - February 2013
ITG August 2012 - September 2012
Route 46 Mitsubishi and Nissan June 2012 - August 2012
Route 46 Mitsubishi and Nissan February 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Finance, Banking, AutoCAD, Minitab, Excel, Financial Analysis, Management, Analysis, Microsoft Office, 3D Studio Max, Word, Microsoft Windows 98, Windows 7, Portfolio Management, Strategy, SAP, Accounting
Education
New Jersey Institute of Technology 2011 — 2014
Bachelor of Science, Business, 3.54/4.0 Cum Laude
The Cooper Union for the Advancement of Science and Art 2008 — 2010
Antonio Martins, CFA's Legg Mason Investment Counsel Experience August 2006 - July 2011
Job
Industry Investment Management
Experience
Capital One December 2013 - Present
Morgan Stanley Private Bank, NA August 2011 - December 2013
Legg Mason Investment Counsel August 2006 - July 2011
Legg Mason Wood Walker March 2004 - July 2005
NASD March 2003 - March 2004
Deutsche Bank Alex. Brown September 2000 - October 2002
Deutsche Bank Alex. Brown January 2000 - September 2000
Skills
Series 7, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Securities, Trading, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Financial Analysis, Series 63
Education
Loyola College in Maryland 1996 — 2000
Bachelor of Business Administration, International Business
Centereach High School 1993 — 1996
Capital One December 2013 - Present
Morgan Stanley Private Bank, NA August 2011 - December 2013
Legg Mason Investment Counsel August 2006 - July 2011
Legg Mason Wood Walker March 2004 - July 2005
NASD March 2003 - March 2004
Deutsche Bank Alex. Brown September 2000 - October 2002
Deutsche Bank Alex. Brown January 2000 - September 2000
Skills
Series 7, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Securities, Trading, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Financial Analysis, Series 63
Education
Loyola College in Maryland 1996 — 2000
Bachelor of Business Administration, International Business
Centereach High School 1993 — 1996
David Kafes, CFA's Legg Mason Investment Counsel Experience 1996 - 2012
Job Managing Director at Logan Capital Management
Industry Investment Management
Experience
Logan Capital Management July 2012 - Present
Legg Mason Investment Counsel 1996 - 2012
Skills
Asset Allocation, Fixed Income, Investment Strategies, Asset Managment, Portfolio Management, Mutual Funds, Bloomberg, Investments, Investment Advisory, Global Macro, MBS
Education
University of Baltimore 1990 — 1994
Master of Business Administration (MBA), Finance
University of Maryland College Park 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Logan Capital Management July 2012 - Present
Legg Mason Investment Counsel 1996 - 2012
Skills
Asset Allocation, Fixed Income, Investment Strategies, Asset Managment, Portfolio Management, Mutual Funds, Bloomberg, Investments, Investment Advisory, Global Macro, MBS
Education
University of Baltimore 1990 — 1994
Master of Business Administration (MBA), Finance
University of Maryland College Park 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Jessica Monge's Legg Mason Investment Counsel Experience July 2012 - August 2012
Job Student at NYC College of Technology
Industry
Experience
EMC July 2013 - August 2013
Infinite Investment Solutions VEI September 2012 - June 2013
Legg Mason Investment Counsel July 2012 - August 2012
Sweet&Sour Cafe 2010 - 2011
Skills
Certified Microsoft Word, Spanish-English, Computer Program, Critical Thinking, Microsoft Publisher, Outlook, Microsoft Excel
Education
CUNY New York City College of Technology 2013 — 2017
Information Technology Programming
Academy of Finance and Enterprise 2009 — 2013
Advance Regents Diploma, Accounting and Business/Management
Laguardia Community College
College Now, Business/Commerce, General
EMC July 2013 - August 2013
Infinite Investment Solutions VEI September 2012 - June 2013
Legg Mason Investment Counsel July 2012 - August 2012
Sweet&Sour Cafe 2010 - 2011
Skills
Certified Microsoft Word, Spanish-English, Computer Program, Critical Thinking, Microsoft Publisher, Outlook, Microsoft Excel
Education
CUNY New York City College of Technology 2013 — 2017
Information Technology Programming
Academy of Finance and Enterprise 2009 — 2013
Advance Regents Diploma, Accounting and Business/Management
Laguardia Community College
College Now, Business/Commerce, General
Aimee Eudy's Legg Mason Investment Counsel Experience 2003 - 2014
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
Johnson Diana's Legg Mason Investment Counsel Experience December 2005 - Present
Job Administrative Assistant at Legg Mason Investment Counsel
Industry Investment Management
Experience
Legg Mason Investment Counsel December 2005 - Present
Education
Ivy Tech Community College 1980 — 1982
Associate's degree, Accounting
Legg Mason Investment Counsel December 2005 - Present
Education
Ivy Tech Community College 1980 — 1982
Associate's degree, Accounting
Charles Marsh's Legg Mason Investment Counsel Experience April 1992 - November 1994
Job Registered Advisor
Industry Financial Services
Experience
Marsh Financial Group, Inc. March 2005 - Present
Self-employed April 1992 - Present
PNC Investments November 1994 - June 2002
Legg Mason Investment Counsel April 1992 - November 1994
Skills
Business Analysis, Risk Management, Change Management, Financial Analysis, Project Management, Banking, Management Consulting, Business Strategy, Financial Modeling, SDLC, Investments, Management, Requirements Analysis, Process Improvement, Strategic Planning, Business Process..., Portfolio Management, SQL, Business Intelligence, Program Management
Education
Xavier University - School of Business Administration, University of Cincinnati 1983 — 1985
Master of Business Administration (MBA), Finance
University of Cincinnati 1977 — 1982
Bachelors, Arts and Sciences
Marsh Financial Group, Inc. March 2005 - Present
Self-employed April 1992 - Present
PNC Investments November 1994 - June 2002
Legg Mason Investment Counsel April 1992 - November 1994
Skills
Business Analysis, Risk Management, Change Management, Financial Analysis, Project Management, Banking, Management Consulting, Business Strategy, Financial Modeling, SDLC, Investments, Management, Requirements Analysis, Process Improvement, Strategic Planning, Business Process..., Portfolio Management, SQL, Business Intelligence, Program Management
Education
Xavier University - School of Business Administration, University of Cincinnati 1983 — 1985
Master of Business Administration (MBA), Finance
University of Cincinnati 1977 — 1982
Bachelors, Arts and Sciences
Michael Emmet's Legg Mason Investment Counsel Experience March 2014 - September 2014
Job Assistant Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust September 2014 - Present
Legg Mason Investment Counsel March 2014 - September 2014
Legg Mason Investment Counsel July 2012 - March 2014
Morgan Stanley September 2010 - June 2012
Skills
Equities, Portfolio Management, Investment Management, Alternative Investments, Portfolio Performance..., Business Process..., Client Presentation, Trading Strategies, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Investments
Education
Towson University 2006 — 2010
Bachelor's degree, Economics
CFA Level III Candidate
Bessemer Trust September 2014 - Present
Legg Mason Investment Counsel March 2014 - September 2014
Legg Mason Investment Counsel July 2012 - March 2014
Morgan Stanley September 2010 - June 2012
Skills
Equities, Portfolio Management, Investment Management, Alternative Investments, Portfolio Performance..., Business Process..., Client Presentation, Trading Strategies, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Investments
Education
Towson University 2006 — 2010
Bachelor's degree, Economics
CFA Level III Candidate
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY