Philadelphia

Charlie is a Managing Director at 1919 Investment Counsel, LLC, the Chief Investment Officer and the Director of the Philadelphia office. He has more than 30 years of experience in investment management working with individuals, families, foundations, endowments and institutional clients with complex financial needs. Charlie is a member of the firm’s Executive Committee responsible for developing and leading the firm’s strategic vision.

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 is responsible for developing the firm’s investment strategy and process. Charlie is chairman of the Asset Allocation Committee and is a member of the Equity Strategy Group.

He joined Scudder Private Investment Counsel (a predecessor firm) in 1998. Before that he was a Senior Portfolio Manager with CoreStates Family Wealth Group. He entered the investment profession in 1984.

Charlie is active in several non-profit organizations and currently serves on the Finance Council of St. Paul’s Parish in Princeton.

He earned an M.B.A. from Villanova University, a B.A. in Biology and Philosophy from Wittenberg University and is a CFA charterholder. He is a member of Chartered Financial Analyst (CFA) Institute and the CFA Society Philadelphia. In his free time, he enjoys family activities and travel with his wife Michelle and their five daughters.

Michael is a Senior Advisor of 1919 Investment Counsel, LLC. He entered the financial services industry in 1978 and joined Scudder, Stevens & Clark (a predecessor firm) in 1995. Previous to that, Michael was the Managing Director of a mutual fund and Chief Economist for an investment advisory firm (Del-Vest Inc.). At 1919 Investment Counsel, he is a member of the firm’s Asset Allocation, Global Equity, Marketing and Institutional Portfolio committees, and authors the “Weekly Market Insights” report. Michael is a member of the International Roundtable of The Center for Strategic and International Studies, past chairman of the “International Round Table” in Washington, D.C. and past President of the World Affairs Council of Delaware. He is a member of the Investment Committee of the Board of the Falcon Foundation of the United States Air Force Academy. Michael recently consulted with the Defense Department in the area of Energy. He is a member of the National Economics Club and The American Economics Association.

Michael was recently named to the Macroeconomic Risks Advisory Committee of the Principles for Responsible Investment (PRI). Launched in 2006, with the backing of the United Nations, the PRI is the world’s leading proponent of responsible investment, with more than 1,800 signatories, from over 50 countries, representing approximately $70 trillion in assets. As an organization, the PRI works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions. The Macro Economic Risks Advisory Committee, of which he is now a member, seeks to explore long-term macroeconomic risks (such as slow growth, low interest rates, and emerging societal and technological trends), and how investors respond to these risks to ensure the stability and sustainability of the global financial system. The geographically diverse committee has representatives from a select group of PRI signatories. 1919 Investment Counsel is a signatory.

Michael is the founder of the “Global Dinner Forum” a small quarterly meeting designed to encourage serious exchange of ideas between government, academic, business and military leaders. He completed his undergraduate work at Defiance College with a degree in Political Science and did his graduate studies in history at William and Mary and economics at The University of Delaware.

Sean Hung is an Equity Research Analyst at 1919 Investment Counsel, LLC, where his primary responsibility is to work with portfolio managers on portfolio construction and ongoing monitoring of portfolios. Additionally, Sean serves as secretary of the Equity Strategy Working Group.

Sean entered the Financial Services Industry in 2014. Prior to joining 1919ic in 2015, Sean was an Investment Associate with Harding Loevner LP. Prior to that, Sean was a Business Development Analyst with Starbright Lab, Inc.

Sean was born in 1990 and received his B.S. in Business Administration from the University of California Riverside. Sean earned his Master’s degree in Finance from Villanova University in 2014 and is a CFA charterholder.

Kelly is a Senior Portfolio Administrator at 1919 Investment Counsel, LLC. Her primary responsibilities are managing client relationships and working with portfolio managers to provide comprehensive financial service through financial planning. Her responsibilities also include investment support, portfolio maintenance and review, and acting as a liaison between clients and their custodians, accountants, and tax advisors.

Kelly is a member of the 1919 Investment Counsel Financial Planning Committee.

Kelly has over 26 years of experience in the financial services industry. Prior to joining Scudder Private Investment Counsel (a predecessor firm), Kelly worked at Salomon Smith Barney, as a Registered Sales Associate, working with retail brokerage clients.

Kelly holds a B.S. in Business Management from West Chester University and is a Certified Financial Planner® professional.

In her free time, Kelly enjoys skiing, snowboarding, fishing, volunteering at her local animal shelter, and traveling.

Monika is a Managing Director at 1919 Investment Counsel. As a Portfolio Manager, her primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients.

Monika entered the Financial Services Industry in 1987 and joined Scudder Private Investment Counsel (a predecessor firm) in 2002. Prior to joining the firm she was a Portfolio Manager at Brown Brothers Harriman.

Monika is currently on the Board and Finance Committee of the Main Line School Night as well as a member of the International Women’s Club of Philadelphia and the Head of the German Conversation Group of the Main Line New Comers Club.

She received her formal education in Europe. Prior to moving to the United States, she worked in Germany, Switzerland, the United Kingdom and Italy. Monika is a CFA charterholder.

Chris is a Principal at 1919 Investment Counsel. His primary responsibilities are as an Equity Research Analyst covering the Financial Services Sector and Portfolio Manager for the 1919 Financial Services Fund.

Chris entered the Financial Services Industry in 1990. Prior to joining the firm, he was with Manulife Asset Management/John Hancock Investments where he was Managing Director and Portfolio Manager from 2005 to 2014. Chris also held the position of Principal, Portfolio Manager/Security Analyst at Turner Investments, L.P from 1998 to 2005, where he worked on the large cap team and managed a financial services fund. Earlier in his career, Chris held positions at Miller Anderson & Sherrerd and The Vanguard Group.

Chris earned a B.S. in Business Administration with Finance concentration from Villanova University in 1989 and an M.B.A. with Investment Management concentration from Drexel University in 1995. Chris is a CFA Charterholder and a member of the CFA Institute and CFA Society of Philadelphia.

John is a Principal at 1919 Investment Counsel, LLC. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring for individuals and institutional clients. John works with clients and prospects in providing customized investment solutions. In addition, he is Secretary of the Asset Allocation Committee.

John entered the Financial Services Industry in 1998. He joined Scudder Private Investment Counsel (a predecessor firm) in 2003. Previous to joining the firm, John worked at Deutsche Bank Private Banking working with high-net-worth individuals.

John is a graduate of Lehigh University with a B.S. in Finance and holds an M.B.A. from Villanova University. John is a CFA charterholder. John is a member of the CFA Institute and CFA Society of Philadelphia. John is also an Eagle Scout.

Susan is a Portfolio Administrator with 1919 Investment Counsel, LLC’s Philadelphia office, primarily supporting Charles King. Her role encompasses high touch client relationship services, investment support, portfolio maintenance and review, and collaborative engagement with our clients’ professional service providers.  Susan represents 1919 at the Philanthropy Network of Greater Philadelphia, along with other network-building initiatives as a member of 1919’s Business Development team.

Susan brings more than 20 years of experience in the financial services industry to her role, having begun her career in 1979 as a commercial lending officer with Deutsche Bank.  She transitioned onto Wall Street after three years and spent the next 12 working with Credit Suisse, Bank of America Merrill Lynch, and JP Morgan Chase as a VP in global fixed income and derivatives institutional sales.  Susan left Wall Street at the end of 1994 and spent the next 14 years helping to raise three children with her husband, Paul.  She became a financial advisor with Wells Fargo Advisors in 2008 and pursued this career for three years.  Susan joined 1919 in December 2015.

Susan earned a bachelor’s degree in Economics and English from Mount Holyoke College, and the Chartered Advisor in Philanthropy designation from the American College of Financial Services.  Susan serves on the board of Health Works Academies, an emerging workforce development social enterprise that delivers STEM plus curriculum, job shadowing and mentoring for careers at the intersection of healthcare and technology to high school students.  She is also a member of the Philadelphia Estate Planning Council, the Planned Giving Council of Greater Philadelphia, and Women in Investing Network of Philadelphia.