San Francisco

Andrew is a Managing Director with 1919 Investment Counsel, LLC and head of the San Francisco office. He has more than 20 years of experience in the financial services industry, working with individuals, families, foundations, endowments and institutional clients with complex financial needs.

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 also founded Silver Pen Publishing, a niche publishing company in Seattle, WA.

Andrew received both his BA and his MBA from the University of Washington. He holds the professional designations of Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) and is an active member of the CFA Society of San Francisco and the Financial Planning Association of San Francisco.

When he is not working, Andrew spends his time with his family, traveling, cooking and exploring San Francisco's many great restaurants.

Elana is a Client Advisor with 1919 Investment Counsel, LLC, collaborating with the Portfolio Management team to support and develop client relationships. She is a member of the Marketing and Client Experience committees and draws on over 15 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.

Elana received her BS in Finance from DePaul University in Chicago and is a Certified Financial Planner®.

Outside the office, Elana devotes her life to learning an obscure Greek instrument, the lyra with sympathetic strings, which takes her on study trips to the other side of the world on a regular basis.

Erika is a 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 Portfolio Administrator with 1919 Investment Counsel, LLC, serving as a liaison with custodians and managing all aspects of client service and operations. Additionally, she is a key member of the financial planning team. Elizabeth has more than 15 years of financial service experience.

Before joining 1919 Investment Counsel, 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.

Elizabeth received her BS from San Francisco State University in California.

Elizabeth is married and has two boys. She enjoys spending time with her family, as well as baking bread and pastries.

Sandi is a Portfolio Administrator with 1919 Investment Counsel, LLC and brings more than 30 years of experience in the financial services industry to her role.

Before joining 1919 investment Counsel, 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 was in charge of trading, data input and report generation.

Sandi received her BS in Finance from San Francisco State University in California.

Sandi loves to haunt thrift and antique stores looking for treasures and giving old things new purpose.

Jim is a Portfolio Manager with 1919 Investment Counsel, LLC. He has more than 15 years of experience in the financial services industry, focused on equity analysis and managing portfolios for individuals, families, foundations, endowments and institutional clients.

Before joining 1919 Investment Counsel, 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 in their Larkspur, California office. Earlier, he spent approximately a decade as a Research Analyst and Portfolio Manager at Aster Investment Management in San Francisco.

Jim received his BA from UC Berkeley and an MBA from the University of Southern California. He holds the professional designations of Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) and is a member of the CFA Society of San Francisco.

Outside of work, Jim enjoys playing the guitar, playing soccer and spending time with his wife and two kids.

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.

Larry is a Principal and Portfolio Manager with 1919 Investment Counsel, LLC. He has more than 25 years of experience in the financial services industry, with the majority of his career working with clients to establish and implement portfolio strategies tailored to their individual objectives.

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.

Larry received his BA in Philosophy from San Francisco State University in California.

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