Dominique Pacetta

Dominique is a Business Development Officer with 1919 Investment Counsel, LLC.  She seeks to create exceptional client experiences by aligning client values with the company mission.  She ensures that the right connections are made, both internally and externally, to create strong and long lasting relationships with clients and partners alike.  She brings more than 15…

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Kelly Long, CFP®

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.…

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Katie White

Katherine White is a Business Development Officer at 1919 Investment Counsel. She works closely with individuals, families, foundations, endowments, and non-profit organizations to understand their unique financial needs and develop tailored, holistic solutions to help them achieve their goals. Katherine focuses primarily on new business development in the New York Office. Prior to joining the…

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Alex Gordon, CFP®

Alex is a Portfolio Administrator.  He is responsible for providing financial planning, administrative support and meeting clients’ day-to-day needs. Alex graduated from Howard University with a B.B.A. in Finance.  He obtained the Certified Financial Planner™ designation and is currently enrolled at New York University-Stern pursuing an M.B.A degree.  Alex serves as an Alumni leader for…

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Amanda W. Marcum, CTFA®

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…

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Amanda Flavin

Amanda Flavin is a 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 advisors. Prior to joining…

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Jeanne Collins

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…

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Adrian M. Schau, CFP®, AIF®

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…

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Warwick M. Carter, Jr.

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…

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