Baltimore

Harry entered the Financial Services Industry in 1985 and has held senior positions at JP Morgan, US Trust Company and Tiedemann Trust Company.  He has also served as President of O’Mealia Outdoor Advertising Company, a family business, as President of Black River Media, a publishing venture and as an Associate in the corporate department of Lowenstein Sandler LLP.

Over the past number of years, Harry has participated in panels or has been a source for articles on Mergers and Acquisitions in the RIA space, the Distinction between the Investment Profession and the Investment Business, Tension Between Growth and Profitability, Family Businesses and Comparison of Wealth Management Business Models.  Harry is a Board member of the New Jersey Community Foundation and Chairs its Finance, Audit and Investment Committees.  He is a member of the Bars of the State of New Jersey and the U.S. Supreme Court.  He is also a past Board member of the Baltimore Urban Debate League, The Maryland Science Center, NJN, New Jersey’s public television and radio network, the New Jersey Trust for Public Land, the New Jersey Symphony Orchestra and Morristown Memorial Hospital.  Harry received his B.A. from the University of Pennsylvania in English and History, his J.D. from Boston College Law School and his M.B.A. in Finance from Columbia University.

Meredith (“Merrie”) is a Managing Director and Portfolio Manager at 1919 Investment Counsel and the Director of the firm’s Baltimore, MD office. She has more than 30 years of experience in financial services, working with individuals, families, foundations, endowments and institutional clients with complex financial needs. Her primary responsibility is managing investment portfolio construction and monitoring her clients’ investments. Merrie is a member of the firm’s Executive Committee responsible for developing and leading the firm’s strategic vision. In addition, she Chairs the Global Equity Committee and serves on the Asset Allocation Committee. Prior to joining Legg Mason Trust (a predecessor of 1919 Investment Counsel), she was a Vice President and Portfolio Manager at Mercantile-Safe Deposit & Trust Company, now PNC. Merrie entered the financial services industry in 1986.

Merrie is on the National Aquarium Board of Directors, serves as the Board Chair of the National Aquarium Foundation and is a member of the Board of Trustees for Stevenson University where she chairs the investment committee.

Merrie received her B.S. degrees from Springfield College and Villa Julie College (now Stevenson University) and her M.B.A. from Johns Hopkins University - Carey Business School. She is a member of the Chartered Financial Analyst (CFA) Institute and the Baltimore Security Analysts Society.  In her free time she enjoys travel, art and music festivals, and gardening.

Peggy is Chief Financial Officer & Director of Human Resources at 1919 Investment Counsel. She is responsible for managing the firm’s accounting and budgeting activities and financial and regulatory reporting, as well as overseeing the firm's human resources programs. Additionally, she serves as the primary liaison with Stifel Financial Corp.’s Finance and Human Resources Departments.

Peggy entered the Financial Services Industry when she joined Legg Mason, Inc. in 1989. From 2001 to 2004, Peggy was a Director of Institutional Asset Management, performing financial management and other duties for senior management of Institutional Asset Management. From 1999 to 2001, she served as Manager of Compensation in the Finance department, overseeing the administration of the firm’s compensation plans. From 1998 to 1999, she was Controller of Legg Mason Realty Capital, Inc. where she was responsible for the administration and financial reporting for real estate limited partnerships. Prior to joining Legg Mason, she was an auditor for Coopers & Lybrand in Baltimore.

Peggy holds a B.S. degree from Loyola University in Maryland and is a certified public accountant.

Brian is the Chief Administrative Officer and a Managing Director at 1919 Investment Counsel, LLC. He oversees the implementation of all facets of the firm’s strategic plan. Prior to this, Brian served as the firm’s Director of Investment Systems and Operations. In that role, he had oversight of the day-to-day investment operations, maintenance of client accounts as well as 1919 Investments Counsel’s technology infrastructure. He served in that role since joining the firm in 2008.

Previously, he was Vice President with Legg Mason, Inc. where he oversaw investment systems for Legg Mason Capital Management. Prior to this, Brian served on a number of portfolio management, portfolio accounting and trading system implementations for a variety of Legg Mason affiliates. Before joining Legg Mason, Brian worked at Olsen Research Associates where he implemented asset/liability management software for regional banks and credit unions.

Brian holds a B.S. degree in Finance and Information Systems from Elizabethtown College.

Faith is a Principal at 1919 Investment Counsel. In her role as Director of Finance, Faith is responsible for managing the firm’s accounting and budgeting, as well as financial and regulatory reporting.

Additionally, she serves as the primary liaison with Stifel’s Finance department. Faith is also a member of the Operating Committee.

Before joining 1919, Faith was a Senior Finance Manager in Financial Planning & Analysis at T. Rowe Price. Prior to joining T. Rowe, she worked as an Accountant at CB Richard Ellis. Faith began her career as a Consultant at Ryan Tax Firm in Dallas, TX.

Outside of the office, Faith enjoys running, hiking and spending time with her husband and two daughters.

Faith earned her MBA from Angelo State University and is a Certified Public Accountant.

Scott is a Managing Director at 1919 Investment Counsel, LLC and the Head of Fixed Income. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients. In addition, Scott manages the 1919 Maryland Tax-Free Income Fund.

Scott entered the Financial Services Industry in 1992. Prior to joining the firm in 1994, Scott spent two years at T. Rowe Price Associates.

Scott received his B.A. from Washington & Lee University and is a CFA charterholder. He is a member of the CFA Institute, CFA Society of Baltimore and the Municipal Bond Club of Baltimore.

Phil is the Head of Trading and a Managing Director at 1919 Investment Counsel, LLC. He oversees all aspects of trade execution and settlement and works closely with our Compliance team on all related reporting and record-keeping related to trading. Prior to his current responsibilities as Head of Trading, Phil spent one year as a Portfolio Administrator and seven years as a Municipal Bond Trader for the firm's fixed income portfolios. Additionally, Phil spent three years in Legg Mason's Operations group as a supervisor of the Dividend Department.  Phil is a member of the Investment Policy, Fixed Income, Vendor Management, and Liquidity Risk Management Committees. Phil earned a B.A. in Finance from the University of Baltimore and his M.S. in Finance from Loyola College.

Chip joined 1919 Investment Counsel in 2005 and is a Principal, Senior Equity Trader. His expertise includes trading equities, options, ETF’s and preferred securities. He also specializes in technical analysis which is the study of market action through the use of charts to forecast future price trends.

Chip started in the financial services industry in 1988. Prior to joining 1919IC, he was at Mercantile-Safe Deposit and Trust Company for 11 years trading equity and equity-related securities and municipal bond securities.

Chip earned his B.A. from Washington College. Chip is a Chartered Market Technician (CMT), administered by the Market Technicians Association. He has been active in the Mid-Atlantic Security Traders Association since 1995, serving as President in 2004.

Shaya is a Managing Director at 1919 Investment Counsel, LLC. His primary responsibility is as an Equity Research Analyst covering the following industries: energy and materials. In addition, he supports portfolio managers as they construct and manage client portfolios. Shaya participates in investment and equity strategy committee meetings.

Shaya entered the Financial Services Industry in 2003. He joined Legg Mason Investment Counsel (a predecessor firm) in 2006. Previously he was a CPA in public practice and an associate analyst in the equity research department at T. Rowe Price.

Shaya volunteers with several local community organizations and serves as a board member of BJSZ, a congregation in Northwest Baltimore serving over 300 local families.

Shaya holds an M.B.A. in Finance from Johns Hopkins University as well as a Bachelors and Masters in Talmudic Law from Ner Israel. He is a state of Maryland Certified Public Accountant (inactive).

Hayden is a Portfolio Associate at 1919 Investment Counsel. In his role, Hayden works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. His 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, Hayden had previous experience as a regulator in the Life and Annuity sector.

In his spare time, he enjoys training for triathlons, surfing and golfing.

Hayden received his B.S. in Business Administration: Investments from Towson University.

Christopher is a Managing Director at 1919 Investment Counsel, LLC. His primary responsibility is as an Equity Research Analyst covering the Healthcare Sector. Christopher has over 20 years of experience as a Research Analyst with 18 of those years following the Healthcare Sector. Prior to joining the firm, Christopher was a Partner at Philadelphia International Advisors from 2002-2015 where he was The Director of Research and a Research Analyst. Prior to Philadelphia International Advisors, he was a Vice President with The Glenmede Trust Company, following both the Healthcare and Consumer Staples Sectors. Christopher has also held positions at Mercantile Bank & Trust and M&T Bank

Christopher is a CFA charterholder and received an M.B.A. with a concentration in Finance from Loyola University. He also earned a B.S. in Business Administration with a concentration in Finance, minors in Economics and Psychology, from Towson University/College of Charleston.

Aimee is a Managing Director at 1919 Investment Counsel, LLC. As a Portfolio Manager, her primary responsibility is to oversee portfolio construction and ongoing monitoring for a number of private and institutional clients. She is also responsible for corporate credit analysis in the taxable fixed income market for the institutional separate account portfolios and is the co-manager of the 1919 Socially Responsive Balanced Fund mutual fund. Aimee is a member of the Fixed Income Committee, Global Total Return Committee and the Socially Responsive Investing Working Group.

Aimee entered the Financial Services Industry in 1989. Prior to joining the firm in 2003, Aimee applied her knowledge and skills at Lazard Asset Management in New York, Moody’s Investors Service and Prudential Financial.

Aimee graduated from the University of Maryland with a B.A. in Economics, and obtained her M.B.A. from Loyola University Maryland. She is a member of the CFA Institute and the Baltimore Society of Securities Analysts.

Jeff joined 1919 Investment Counsel in 2007. He specializes in trading Equities, Options, ETF’s. Prior to his current responsibilities, Jeff was responsible for settling all trades executed by the trading desk. Previously he was an Operations Analyst at Morgan Stanley for nearly two years. Jeff earned a BA in Economics from the University of Pennsylvania. Jeff is a Chartered Market Technician (CMT), administered by the Market Technicians Association. He is a member of the Mid-Atlantic Security Traders Association.

Robert is a Principal at 1919 Investment Counsel, LLC. His primary responsibility is as the Municipal Credit Analyst for the firm’s separately managed municipal fixed income portfolios as well as the municipal credit research on the 1919 Maryland Tax-Free Income Fund. He also provides analysis and expertise through special research projects related to the Municipal Finance Industry and is a member of the Fixed Income Committee.

Robert entered the Financial Services Industry in 1998. He began his career as an analyst for local government bonds at Moody’s Investors Service and later was an assistant Vice President at Dexia Credit Local’s New York branch in their public finance division. Prior to joining the firm, he was a Vice President at Citigroup in their Global Credit Center – Municipals group.

Robert serves as President on the Board of Governors for the Anneslie Community Association and also serves as Treasurer for Maryland Swimming, the governing body for USA Swimming in the state of Maryland.

Robert earned his B.A. from Albion College (Michigan) and M.S. from the New School University’s Milano School of International Affairs, Management and Urban Policy located in New York.

Matt is a Fixed Income Trader at 1919 Investment Counsel, LLC, where his primary responsibilities include trading fixed income securities for the firm's mutual funds, institutional, and separately managed accounts.  He entered the financial services industry in 1998.  Prior to joining the firm, he worked in the Retail & Retirement Client Services Group at Legg Mason.  He joined the firm in 2001 as a Portfolio Administrator for fixed income portfolios and began trading in 2005.  Matt graduated from Towson University with a B.S. in Finance and obtained his M.B.A with a concentration in Finance from Loyola University in Maryland.  In addition, he is a member of the Municipal Bond Club of Baltimore.

Tom is a Managing Director at 1919 Investment Counsel, LLC. His primary responsibility is as an Equity Research Analyst covering the Information Technology sector including semiconductors, communications equipment, storage, handsets and related industries.

Tom joined the firm in 2006 after working six years at a closed-end mutual fund in New York City. Before that, Tom was a scientist at Sandia National Laboratories working on silicon micromachining technology.

Tom earned a B.S. in Physics, an M.S. in Electrical Engineering from Rensselaer Polytechnic Institute, and a PhD in Electrical Engineering from the Georgia Institute of Technology.

He is the recipient of four US Patents, one for developing a novel Solar Cell processing technology and three in the field of Micro Electro Mechanical Systems (MEMS). Tom has authored over 22 technical publications in the semiconductor field related to MEMS, Solar Energy, and Compound Semiconductors. He also has taught technical short courses, presented original research and consulted in various technical fields. He is a member of the Institute of Electrical and Electronics Engineers (IEEE) and is a CFA charterholder.

Dessie is a Managing Director at 1919 Investment Counsel, LLC with over 22 years of financial services industry experience. She oversees the Global Growth ADR strategy and is a member of the Asset Allocation and Third Party Committees and on the advisory board for the Disruptive Innovation Strategy.

Dessie entered the Financial Services Industry in 2001. She joined Legg Mason Investment Counsel (a predecessor firm) in 2011. Previous to joining the firm, she was an Associate Analyst at AshmoreEMM LLC providing fundamental analysis for companies in Russia, South Africa and Central and Eastern Europe.

Dessie earned B.S. in Finance from Slippery Rock University in 2001. Dessie is a CFA charterholder. She is a member of the CFA Institute and the CFA Society of Baltimore.

Josh is a Vice President at 1919. His primary responsibility is as the Taxable Credit Analyst for the firm’s fixed income portfolios. He also provides analysis and expertise related to the Corporate Bond industry and is a member of the Fixed Income and 3rd Party committees.

Josh was most recently a Senior Credit Analyst with Stifel Financial assessing new trading counterparties, including municipalities, hedge funds and broker dealers. He assigned internal credit risk ratings and trading limits for hundreds of counterparties. Before joining Stifel, he was an Investment Risk Analyst with Legg Mason, managing the investment risk oversight process for over 150 global equity and asset allocation products. Prior to Legg Mason, Josh was a Fixed Income Credit Analyst covering the municipal and securitized sectors for the Federal Reserve Bank of New York.

Josh serves as a Board Member for the Hebrew Free Loan Association of Baltimore.

He received his MBA from Boston University, BS in Finance from Touro College and is a CFA Charterholder.

Mike is a Vice President at 1919 Investment Counsel. In his role as a Portfolio Manager, Mike works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. His primary focus is on developing and managing investment portfolios that are tailored to each client’s unique long term wealth and investment objectives. He is a member of the firm’s Equity Strategy Working Group.

Outside of the office, Mike is a member of the Friendly Sons of Saint Patrick and volunteers with Habitat for Humanity.

Mike entered the Financial Services industry in 2012. Prior to joining the firm in 2014, Mike was a trade support analyst at Morgan Stanley responsible for trade settlements and forecasting liquidity needs.

In his spare time, Mike enjoys golfing, hiking, and live music.

Mike earned a B.S. in Finance & Economics from the University of Delaware’s Lerner College of Business, and he is a CFA charterholder. Mike is a member of the CFA Institute and the CFA Society of Baltimore.

Louisa is a Principal at 1919 Investment Counsel. In her role as a Business Development Officer, Louisa works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Her primary focus is developing new client relationships, working with prospective clients to understand their unique goals, and building the right client team around them.

Outside of the office, Louisa is President of the Eudowood Foundation – a support organization to Johns Hopkins, as well as a member of the Board and Head of Zoning Committee for the Bellona-Gittings Community Association. She previously served as a member of the Boards for SPCA of Maryland, Boy Scouts of America – Baltimore Area Regional Council, and Maryland Art Place and the Elkridge Club.

Louisa is a veteran of the investment industry, having started her career at T. Rowe Price in 1989. She then moved to Alex Brown’s Restricted Securities Trading Desk and, after attending business school, was an Investment Banker at Ferris Baker Watts and Legg Mason. Louisa subsequently served as a Director of Institutional Equity Sales at Legg Mason and as Managing Director in Institutional Equity Sales at Stifel. Most recently, Louisa was a Managing Director at Rosenblatt Securities.

In her spare time, Louisa enjoys spending time with her family.

Louisa received her B.A. in Russian Language & Soviet Studies from Hobart & William Smith Colleges, as well as an M.B.A., with a concentration in Finance, from University of North Carolina Chapel Hill.

Jean Piotrowski is Assistant Vice President and Senior Financial Analyst at 1919 Investment Counsel. Her responsibilities include performing monthly close procedures for the firm’s financials, completing general ledger account reconciliations, preparing management reports, and calculating and processing quarterly sales incentives.  Jean is also responsible for the accounting, treasury, payroll and accounts payable functions for one of the firm’s largest clients, including handling the annual compilation and 1099 process with a third party accounting firm for that client.

Jean entered the Financial Services Industry when she joined Legg Mason, Inc. in 2001 in the corporate finance department.  She was hired in the compensation department as the firm’s commission analyst and was later promoted to Senior Accountant and Financial Analyst where she was responsible for coordination and consolidation of the monthly financials for five of the firm’s subsidiaries.  

Jean holds a B.S. degree from the University of Maryland, College Park.

Matt is a Principal at 1919 Investment Counsel. In his role as a Senior Client Advisor, Matt works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. His primary focus is on understanding each client’s unique goals in order develop and implement tailored solutions to meet their long-term wealth and investment objectives.

Outside of the office, Matt is a member of the Baltimore Council on Foreign Affairs.

Matt entered the financial services industry in 1994 as a Trust Associate at Pennsylvania National Bank. He joined Legg Mason Trust (a predecessor firm) in 1996.

In his spare time, Matt travels extensively with his wife and teenage son, enjoys cooking and exploring microbreweries.

Matt earned a B.A. in Finance from The Pennsylvania State University. In addition, he is a graduate of Cannon Financial Institute’s Trust School and Cannon’s Personal Trust Graduate School. Matt is a Certified Trust Financial Advisor.

Eric is a Managing Director at 1919 Investment Counsel, LLC.  His primary responsibility is as an Equity Research Analyst covering the Industrial and Utility Sectors.  Eric has over 16  years of experience as a Research Analyst with 15 of those years following the Industrial Sector.  Prior to joining the firm, Eric was a Senior Equity Analyst covering Industrial and Healthcare companies at Wilmington Trust Investment Advisors.  Prior to this, he was an Associate Analyst with Legg Mason.

Eric is a CFA charterholder and received an M.B.A. from Cornell University’s Johnson Graduate School of Management.  He earned a B.S. in Finance from Towson University.

Lauren is a Portfolio Manager at 1919 Investment Counsel, LLC, supporting both municipal and corporate fixed income strategies.  She also assists in maintaining client relationships and portfolio management.

Lauren entered the Financial Services Industry in 2008.  Prior to joining the firm in 2012, Lauren was a Senior Associate in KPMG’s Structured Finance Group focusing on analyzing mortgage-backed securities and their payment structures.

Lauren is a graduate of the University of Maryland Robert H. Smith School of Business where she earned a B.S. in Finance and is a CFA charterholder.   She is on the Third Party Committee, a member of the Fixed Income Committee, the CFA Institute, the CFA Society of Baltimore and the Municipal Bond Club of Baltimore.