Cincinnati

Ron is a Managing Director at 1919 Investment Counsel and Head of the Cincinnati Office. In his role as a Portfolio Manager, Ron 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. In addition, Ron serves as the Director of Responsible Investing and manages the 1919 Socially Responsive Balanced mutual fund. He is also a member of the firm’s Executive Committee.

Outside of the office, Ron is active in many civic and community organizations and serves on the boards of The Taft Museum of Art, The Cincinnati Opera, Playhouse in the Park, and ArtWorks.

Ron entered the Financial Services Industry in 1984 and joined Scudder, Stevens, and Clark (a predecessor firm) in 1997. Prior to joining the firm, he was the Director of Portfolio Management within the Trust Company of a major bank.

In his spare time, Ron enjoys traveling, creating and collecting art and real estate, and spending time with his grandchildren.

Ron is a graduate of Hope College, where he majored in Economics and Political Science.

Alison is a Managing Director at 1919 Investment Counsel, LLC and the Head of Responsible Investing Research. As a Responsible Investing Research Analyst, she specializes in Corporate Responsibility and ESG research. Alison is a member of the 1919ic Proxy Committee.

Alison joined the Socially Responsive Investing team at Scudder, Stevens and Clark (a predecessor firm) in 1996. Previous to joining the firm she was on the staff of a multi-disciplinary university-based group pursuing development of an undergraduate business school curriculum that embraced sustainability.

Alison serves on the Governing Board of the Interfaith Center on Corporate Responsibility. Alison regularly represents the firm at meetings of socially responsible investing-related organizations.

Alison is a graduate of the University of Arizona and the graduate studies program in Economics at Miami University of Ohio.

Sandy is a Portfolio Administrator at 1919 Investment Counsel. In her role, Sandy 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, Sandy held various positions in client service, marketing, and account management.

In her spare time, Sandy spends time with her family, friends, and pets. She enjoys traveling, spending time outdoors, reading, gardening, and making crafts. Additionally, Sandy volunteers at her kids’ school and organizations such as Habitat for Humanity.

Sandy earned a B.A. in English from the University of Florida with additional courses in Business.

Kelsey is a Portfolio Associate at 1919 Investment Counsel. In her role, Kelsey 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.

Outside of the office, Kelsey is an advocate for epilepsy awareness, including seizure first aid. She also enjoys volunteering locally with the Cincinnati office.

Prior to joining the firm, Kelsey held various positions in client service and retail management.

In her spare time, she enjoys reading, gardening, crafting, and spending time with her family and three cats.

Kelsey attended the University of Cincinnati, with course work in Secondary Math Education.

Leah is a Vice President, Responsible Investing Analyst in the firm’s Cincinnati office. She has been a member of the firm’s Responsible Investment team since she entered the financial services industry in 2015. Leah evaluates companies in the Healthcare, Financial Services, and Real Estate sectors, and analyzes relevant social, environmental, and responsible finance topics. Leah provides comments on company reviews, contributes to the firm’s Responsible Investment published materials, and regularly participates in events and meetings related to corporate engagement and other responsible investing industry topics. Leah is a member of the RI Committee and of 1919 Women & Wealth.

Leah earned her H.B.A. in Philosophy, Politics, and the Public at Xavier University, and her M.B.A from Mt. St. Joseph University. She enjoys volunteering with elementary students for financial literacy, traveling, and reading.

Kimberly is a Portfolio Associate at 1919 Investment Counsel. In her role, Kimberly 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.

Before joining 1919, Kimberly held various positions in client service, marketing, and account management. Outside of the office, she enjoys reading, figure skating, illustrating, and running with her dog.

Kimberly received her B.A. in International Studies from Northern Kentucky University.

Robert is a Managing Director and Portfolio Manager at 1919 Investment Counsel, LLC. 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, he serves as the co-manager of the Responsible Investing equity strategies, co-manages the 1919 Socially Responsive Balanced mutual fund, participates on the firm’s Third Party Committee for external manager due diligence, and is on the advisory board for the Disruptive Innovation Strategy.

Robert entered the Financial Services Industry in 2007 when he joined the firm. Robert received his B.S. in Business Administration from Mount Saint Joseph University. He earned his M.B.A. at Xavier University. Robert is a Certified Financial Planner® professional and a CFA charterholder.

Robert is active in many civic and community organizations. He is a member of the CFA Institute, the CFA Society of Cincinnati, and the Mount Saint Joseph University Business School Advisory Council. Robert also serves on the finance and investment committee for the Contemporary Arts Center. 

Adrian Schau is a Senior Client Advisor and Principal with 1919 Investment Counsel, LLC.  His focus is to work directly with clients to identify, define, and build comprehensive financial plans for individuals and families and investment advisory services to foundations, endowments, and non-profit institutions.  Adrian takes a comprehensive approach to learning about each of his clients by focusing on the client’s unique financial situation, taking into account cash flow planning, retirement planning, insurance reviews, college savings, and estate considerations.  Adrian, with the help of his team at 1919, has the ability to build highly customized and tailored solutions for his clients.

Adrian joined 1919 from Legacy Financial Advisors where he was CIO and Director of Investments.  Prior to that, he was an Investment Analyst with Brighton Jones.  Adrian maintains an institutional consulting relationship with my529 (formerly: Utah Educational Savings Plan) which he has held since 2011.

Adrian is a Certified Financial Planner® and an Accredited Investment Fiduciary®.  Adrian graduated cum laude from Villanova University with a BS in Finance.

Adrian is married to his college sweetheart Emily, and they have three kids (Drew, Natalie, and Cecily).  In his time outside of the office, Adrian enjoys spending time with his family and friends, taking trips to the National Parks, staying in shape, and playing baseball.

Lauren is a Vice President at 1919 Investment Counsel, LLC. Her primary responsibility as a Responsible Investing Analyst with the Responsive Investing team is to conduct research on companies in the Technology, Telecommunications, and Materials sectors, as well as on relevant social and environmental issues. In addition to publishing comments on the companies she reviews, Lauren is a contributing writer to the firm’s monthly Social Research Reporter. She is a member of the Sustainable Investment Research Analyst Network and participates in the group’s events and meetings with companies.

Lauren entered the Financial Services Industry upon joining Scudder Kemper Investments (a predecessor firm) in 1999.

Lauren earned a B.A. in Finance and Marketing at Xavier University. She also earned an M.B.A. from Xavier.