Becky Li

Portfolio Administrator

New York

Becky is a Portfolio Administrator at 1919 Investment Counsel. In her role, Becky 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.

In her spare time, Becky enjoys running, theatre, opera, checking out the latest restaurants and art exhibits, watching Kansas City sports, and especially all while traveling.

Becky earned a B.A. in Economics from New York University.

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  • “We truly get to know our clients well, and when they feel comfortable asking any question to our team, even ones that may be difficult or personal, that is when we feel confident in the partnership and relationship that we have built together.”

    Hanson Slaughter

    Managing Director, Sr. Client Advisor

  • "Investment counsel is a philosophy that puts our clients' interests first. We are fiduciaries and investors, and our obligation is to the clients' success."

    Paul Benziger

    Managing Director, Portfolio Manager

  • "We’re very thorough in our review and organization of a client’s total financial picture, providing much more than just investment advice. I take pride in the fact our thoughtful approach puts our clients’ minds at ease."

    Mike McAndrew

    Principal, Portfolio Manager

  • “We don’t just manage investments; we strive to give our clients peace of mind, knowing that every aspect of their financial life is being managed."

    Andrew Rand

    Managing Director, Portfolio Manager

  • "Today, our client’s experience can be enriched by 1919 Investment Counsel’s best-in-class staff but also make the connection with the firm’s distinguished past and the individuals who were responsible for the remarkable first 100+ years."

    John Pettenati

    Principal, Business Development Officer

  • “Our goal, first and foremost, is to help ensure our clients achieve their financial objectives, whether for their lifetime or as a legacy for their families. We strive to take care of our clients in the same way we would our own family members.”

    Julie Jackson

    Managing Director, Portfolio Manager

  • “In a world full of conflicts and hype, our commitment to our clients’ best interests continues to be the foundation of our firm’s culture.”

    Charlie King

    Managing Director, Portfolio Manager

  • “The strategies and plans we develop are highly customized for each client, with perhaps the most important element of our approach being our emphasis on doing what is in the best interest of each client, first and foremost.”

    Ron Bates

    Managing Director, Portfolio Manager

  • "Collaborating with teammates who are as eager to help our clients is a great experience – we all play different roles, but are each working together in solving the puzzle of any client request."

    Leah Foxx

    Vice President, Responsible Investing Analyst

  • "1919 has always been about supporting community. Not only are we a tightly knit community at work, focused on our clients, but we are also active and engaged in supporting our local communities, volunteering alongside family, friends, and our clients."

    Harry O'Mealia

    President & CEO

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