Josefa A. Palma
Principal, Portfolio Manager
New York
Josefa is a Principal at 1919 Investment Counsel. In her role as a Portfolio Manager, Josefa works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Her primary focus is on developing and managing investment portfolios that are tailored to each client’s unique long-term wealth and investment objectives.
Prior to joining 1919, Josefa served as Senior Vice President, Investment Counselor, at Fiera Capital, where she managed client portfolios for high-net-worth and ultra-high-net-worth individuals, families and foundations. She also co-chaired the Global Equity Fund Strategy Investment Committee and played a key role in developing the firm’s U.S. Private Wealth platform. Earlier in her career, Josefa held positions at Bank of America Merrill Lynch, Credit Suisse Securities (USA) LLC, and Legal & General Investment Management America.
In her spare time, Josefa enjoys spending time with her husband and two young kids, exploring Brooklyn, and traveling, particularly to visit family in Chile.
Josefa earned a B.S. in Finance from Lehigh University and an M.B.A. from Darden Graduate School of Business Administration, University of Virginia.