San Francisco

Andrew is a Managing Director at 1919 Investment Counsel and Head of the San Francisco Office. In his role as a Portfolio Manager, Andrew 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. Andrew is also a member of the firm’s Operating Committee.

Before joining 1919 Investment Counsel, Andrew was Founder and Managing Director of Rand & Associates, an independent Registered Investment Advisory firm. Prior to this, Andrew was a First Vice President at Howe Barnes Hoefer & Arnett, Inc. He also served as a Director of Deutsche Bank’s Private Wealth Management division, formerly Scudder Private Investment Counsel. Earlier in his career, Andrew managed the San Francisco office of Bainco International Investors, providing clients with investment management and financial planning services. Andrew began his career as a Certified Public Accountant and founded Silver Pen Publishing, a niche publishing company in Seattle, WA.

In his spare time, Andrew spends his time with his family, traveling, cooking, and exploring San Francisco's many great restaurants.

Andrew received both his B.A. and his M.B.A. from the University of Washington. He is a CFA and CFP Charterholder and is an active member of the CFA Society of San Francisco and the Financial Planning Association of San Francisco.

Elana is a Vice President at 1919 Investment Counsel. In her Client Advisor role, she works with individuals, families, foundations, and endowments delivering comprehensive investment counsel. Her primary focus is on understanding each client’s unique goals and developing and implementing tailored solutions to meet their long-term wealth and investment objectives. Elana is a member of the Women and Wealth Advisory Team and draws on over 20 years of experience in the securities industry.

Before joining 1919 Investment Counsel, Elana was a Relationship Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, she spent four years at Howe Barnes, Hoefer & Arnett, and Raymond James where she was responsible for daily account maintenance and client support. Elana began her career at Pekin, Singer, and Strauss Asset Management in Chicago, where she managed the trading desk and assisted the Operations department.

In her spare time, Elana plays a Greek folk instrument, the lyra with sympathetic strings, which takes her on study trips to Crete on a regular basis. Her band, Teslim, has recorded an album and performs around the Bay Area.

Elana received her B.S. in Finance from DePaul University in Chicago and is a CFP® professional.

Troy is a Senior Portfolio Associate at 1919 Investment Counsel. In his role, Troy 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, Troy worked as a Paraplanner at O’Donnell Financial Group, where he assisted in the creation & presentation of financial plans to clients.

In his spare time, Troy enjoys playing lacrosse, watching the Warriors and camping around the many lakes of Northern California.

Troy earned a B.A. in finance from Sonoma State University.

Paul is a Managing Director at 1919 Investment Counsel. In his role as a Portfolio Manager, Paul works with individuals, families, foundations, and endowments to develop fixed income solutions that are tailored to their specific objectives. His primary focus is on building highly customized portfolios for unique situations. Paul is also a member of the Fixed Income Committee.

Paul entered the financial services industry in 2004. Before joining 1919, Paul was a Director of Fixed Income Strategies and Senior Portfolio Manager at Washington Crossing Advisors and Ziegler Capital Management. He has also held portfolio management and investment roles at
Thomas Weisel Partners and Sit Investment Associates.

Outside of the office, Paul enjoys playing guitar, mountain biking, and skiing whenever possible. He currently lives in Marin County, CA, with his wife, Lauren, and their two young daughters.

Paul received his B.S. in Business Administration and Finance from the University of Colorado at Boulder and is a CFA charterholder and a member of the CFA Society of San Francisco and the CFA Institute.

Erika is a Senior Client Advisor with 1919 Investment Counsel and a member of the Portfolio Management Team, collaborating on the end-to-end management of client relationships.

Before joining 1919 Investment Counsel, Erika was a Portfolio Associate with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, she worked for 16 years with global law firms in Boston, San Francisco and Mexico City. She initially focused on international transactional matters and then later centered on capital markets, with special attention to regulatory compliance issues for clients in the financial industry, including investment management companies, mutual funds and private equity firms.

Erika received her Master of Arts in International Business Law and Economic Development from The Fletcher School of Law and Diplomacy at Tufts University, where she was a Fulbright Scholar. She received her Ph.D. in Legal and Economic Latin American Studies from Boston University. Additionally, she holds a degree in Law from the University of Coahuila, Mexico.

In her spare time, Erika enjoys exploring the Napa Valley with family and friends in search of the next best fruit of the vine.

Elizabeth is a Senior Portfolio Administrator at 1919 Investment Counsel. In her role, Elizabeth 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. Additionally, she is a key member of the financial planning team.

Prior to joining the firm, Elizabeth was a Relationship Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates’ wealth management team, she was with Howe Barnes Hoefer & Arnett. Before that, she was an Investment Associate at Deutsche Bank’s Private Wealth Management division, formerly Scudder Private Investment Counsel. She began her career as a Financial Planning Analyst at American Express Financial Advisors, where she created financial plans and investment strategies for clients.

In her spare time, Elizabeth and her family love to travel internationally and stay active – hiking the nearby ridge and biking the local trails with her husband and children.  She enjoys visiting a new restaurant and trying recipes featured on Food Network. She also volunteers at her children’s schools.

Elizabeth earned her B.S. from San Francisco State University in California.

Sandi is a Senior Portfolio Administrator at 1919 Investment Counsel. In her role, Sandi 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, Sandi was a Relationship Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, she was responsible for client service and support, trading, account reconciliation, performance reporting, and compliance at Garland Investment Management. Sandi began her career at Belden and Associates Investment Counsel, where, as Operation’s Manager, she oversaw trading, data input and report generation.

In her spare time, Sandi loves to haunt thrift and antique stores looking for treasures and giving old things new purpose.

Sandi earned her B.S. in Finance from San Francisco State University in California.

Jim is a Managing  Director at 1919 Investment Counsel. In his role as Portfolio Manager, Jim works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. His primary focus is on developing and managing investment portfolios tailored to each client’s unique long-term wealth and investment objectives. Jim is a member of the Quality Growth, Equity Income, Fixed Income, and Asset Allocation committees.

Before joining 1919, Jim was a Portfolio Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, Jim was an Investment Analyst at ArrowMark Partners. He also spent approximately a decade as a Research Analyst and Portfolio Manager at Aster Investment Management in San Francisco.

In his spare time, Jim enjoys playing the guitar and spending as much time with his wife and two kids as they will let him. He also tries to get outside as much as possible, either hiking, cycling, swimming, running, or playing soccer.

Jim earned his B.A. from UC Berkeley and an M.B.A. from the University of Southern California. He is a Certified Financial Planner® professional and a CFA charterholder. He is also a member of the CFA Society of San Francisco.

Marjorie is a Client Advisor at 1919 Investment Counsel, LLC, partnering with the Portfolio Management team to provide clients with investment and financial planning solutions. She draws on over 20 years of experience in the securities industry.

Before joining 1919 Investment Counsel, Marjorie worked at TD Ameritrade and Pershing Advisor Solutions providing custody solutions to financial advisor firms. Marjorie began her career at Scudder Stevens & Clark, servicing individual and institutional clients. During her ten years, she held several client relationship positions in their retirement and mutual fund divisions.  

Marjorie received an MBA from Simmons Graduate School of Management and a B.A. in Financial Economics from St. Anselm College.

Marjorie enjoys spending time with her husband and three children skiing and watching soccer.  She looks forward to visiting her extended family in Boston each summer.  

Russell is a National Business Development Officer with 1919 Investment Counsel, LLC. He seeks to align the investment challenges individuals, families, foundations, endowments and institutional clients face with the wealth and investment management services that will bring clarity to their complex financial lives. Russell has more than 25 years of experience in the financial services industry.

Before joining 1919 Investment Counsel, Russ was Vice President of Business Development with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates’ wealth management team, Russell spent 17 years at Fidelity Investments. His most recent role at Fidelity was serving as Vice President Senior Account Executive in the Private Client Group at the Marin Investor Center, helping more than 400 clients with $1 billion of assets implement wealth management and investment strategies. The majority of his Fidelity career was spent in two regional sales positions: Vice President Regional Insurance Consultant; Vice President Regional Planning Consultant.

Russell received his BS in Finance from the University of Tennessee.

He is an avid University of Tennessee football fan, enjoys golf, traveling and spending time with his family.

Lawrence (“Larry”) is a Principal at 1919 Investment Counsel. In his role as a Portfolio Manager, Larry 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.

Outside of the office, he serves as the President and Board Chairman of the non-profit Pacific Pinball Museum in Alameda, CA—owners of one of the largest collections of rare EM pinball machines in the world.

Before joining 1919 Investment Counsel, Larry was a Portfolio Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates’ wealth management team, Larry was with Howe Barnes Hoefer & Arnett. Before that, he managed portfolios at Mellon’s Private Wealth Management Group for five years. Larry began his career at Van Deventer & Hoch in San Francisco, where he was an analyst and Portfolio Manager, and rose to the position of Partner, working with individual and institutional clients.

In his spare time, Larry’s passion is collecting, restoring, and refurbishing antique coin-operated amusement devices, particularly electro-mechanical (EM) pinball machines from the 1940s, 1950s, and 1960s.

Larry earned a B.A. in Philosophy from San Francisco State University in California.