Joaquina T. Gutierrez (Joey)
Joaquina (“Joey”) is a Senior Portfolio Administrator at 1919 Investment Counsel. In her role, Joey works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. Her primary responsibility is supporting portfolio managers and client advisors to enhance the client experience, with a focus on portfolio review, account administration, and wealth planning.
Prior to joining the firm, Joey worked at Deutsche Bank Private Bank and Scudder Private Investment Counsel with high-net-worth clients as a Portfolio Administrator.
In her spare time, she enjoys traveling with her family and volunteering at her local church.
Joey earned a B.A. from Pace University with a concentration in International Marketing.