John Pettenati Joins 1919 Investment Counsel

JOHN PETTENATI JOINS 1919 INVESTMENT COUNSEL AS A BUSINESS DEVELOPMENT OFFICER

1919 Investment Counsel, LLC (“1919”) is pleased to announce the hiring of John Pettenati as a Principal and Business Development Officer in the New York Office. Mr. Pettenati joins the firm from Northern Trust, where he was a Senior Wealth Strategist. Prior to that, he worked at Rockefeller Capital Management, Fiduciary Trust International, and The Bank of New York in various roles advising ultra- high-net-worth clients and developing new business.

“I was attracted to 1919 Investment Counsel for its long-standing heritage, which has provided bespoke financial guidance to families, individuals and institutions for over 100 years. In a world of bulging, competing wealth management firms, 1919 Investment Counsel offers a comprehensive resource for customized portfolios, independent thinking, and superior client advisory services,” said Mr. Pettenati.

“We are excited to have a person of John’s character and experience join our firm. As we continue to focus on growing our firm for the next 100 years, we believe John will play an integral role in our continued growth,” said Paul Benziger, Managing Director and Head of the New York office.

About 1919 Investment Counsel

With approximately $19.6 billion in assets under management at March 31, 2023, 1919 serves a variety of clients, including individuals and families, corporations, foundations, charitable trusts, and educational and other nonprofit institutions. Named to the Barron’s Top RIA Firms list in 2022*, 1919 offers tailored investment management, turnkey administrative services for nonprofits, corporate cash management, financial planning, and family office services. 1919 employs a large team of professionals with diverse backgrounds in finance, law, trust, insurance, financial planning, and wealth transfer strategies.

Founded in 1919 as Scudder Stevens and Clark, 1919 was a pioneer in the client-focused investment counsel industry. As a wholly owned subsidiary of Stifel, 1919 continues its long tradition of providing investment management and investment counsel to clients. 1919 maintains offices in Baltimore, Birmingham, Cincinnati, New York, Philadelphia, San Francisco, and Vero Beach. For more information, visit https://1919ic.com.

Read pdf here.