Cincinnati

Ron is a Managing Director at 1919 Investment Counsel, LLC, a member of the Executive Committee and the Director of the Cincinnati office. 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, Ron serves as the Director of the Socially Responsive Investment Department, and manages the 1919 Socially Responsive Balanced Fund mutual fund.

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

Ron is active in many civic and community organizations, and serves as the Chairman of the Contemporary Arts Center, and is on the Boards of the Taft Museum of Art, The Cincinnati Opera, ArtWorks and ArtsWave.

Ron is a graduate of Hope College with majors in Economics and Political Science. In his free time he enjoys travel, art, real estate, and spending time with his grandchildren.

Alison is a Managing Director at 1919 Investment Counsel, LLC and the Head of Social Research. As a Social 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.

Leah is a Social Research 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.

Robert is a Portfolio Manager at 1919 Investment Counsel, LLC, where his primary responsibility is to support the Socially Responsive Investment strategies and work on portfolio construction and ongoing monitoring of portfolios. Robert works with clients and prospects in providing customized financial planning solutions. In addition, he is a social research analyst conducting research on corporate responsibility. Robert is a member of the firm’s Third Party Committee.

Robert entered the Financial Services Industry in 2007 when he joined the firm.

Robert is a member the Social Investment Research Analyst Network (SIRAN) and Interfaith Center on Corporate Responsibility (ICCR) and regularly participates in meetings for both membership groups. He is also a member of the College of Mount Saint Joseph’s Business Advisory Council, which advises the college’s business department on emerging trends in business.

Robert received his B.S. in Business Administration from the College of Mount Saint Joseph. He earned his M.B.A. at Xavier University and is a Certified Financial Planner® professional.

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 Social Research Analyst with the Socially 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.