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…

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.…

Sandy is a Portfolio Administrator at 1919 Investment Counsel. In her role, Sandy 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…

DaNeil is a Portfolio Administrator at 1919 Investment Counsel. In her role, DaNeil 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. DaNeil…

Alex is a Senior Portfolio Administrator at 1919 Investment Counsel. In his role, Alex 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 experience, with a focus on portfolio review, account administration and wealth planning.  Additionally, Alex…

Amanda is a Portfolio Administrator focusing on high-net wealth individuals, personal trusts and charitable organizations. She has over 20 years of experience in wealth and estate management, personal trust administration, high-level client service, philanthropic strategy implementation and family and corporate entities with complex financial needs. Amanda actively works closely with clients and with the day-to-day…

Amanda Flavin is a Senior Portfolio Administrator at 1919 Investment Counsel and specializes in providing professional service to high net worth and institutional clients managed by the Birmingham team. Amanda’s role includes high touch client relationship services, portfolio maintenance and review and serving as a liaison between clients and their custodians, attorneys, accountants and other…

Jeanne is a Portfolio Administrator at 1919 Investment Counsel, LLC. Her primary responsibility is to provide professional service to high-net-worth and institutional clients managed by the Birmingham team. In addition, Jeanne’s role encompasses high touch client relationship services, investment support, portfolio maintenance and review, and collaborative engagement with our clients’ professional service providers. Jeanne has…

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…

Warwick M. Carter, Jr. is a Managing Director at 1919 Investment Counsel based in New York. As a Senior Wealth Advisor, his primary focus is generational wealth planning for high net worth individuals and families. He also advises on philanthropic planning. When giving advice, Warwick takes a comprehensive approach to assessing all aspects of a…