Sandi Newton
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.…
Read MoreElana Brutman, CFP®
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…
Read MoreElizabeth Juson
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…
Read MoreErika De La Rosa Hennessey
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…
Read MoreSandra G. Menke, CFP®
Sandra is a Senior Portfolio Administrator at 1919 Investment Counsel. In her role, Sandra 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.…
Read MoreSusan D. Stavish, CAP®
Susan is a Portfolio Administrator with 1919 Investment Counsel, LLC’s Philadelphia office, primarily supporting Charles King. Her role encompasses high touch client relationship services, investment support, portfolio maintenance and review, and collaborative engagement with our clients’ professional service providers. Susan represents 1919 at the Philanthropy Network of Greater Philadelphia, along with other network-building initiatives as…
Read MoreAshley S. Tabb, CFP®
Ashley Tabb is a Principal, at 1919 Investment Counsel, LLC. As a Financial Planner and Wealth Advisor, his primary focus is financial planning for individuals and families and working with institutions to preserve the legacy of their organization. Ashley takes a comprehensive approach to assessing all aspects of a client’s financial situation and takes pride…
Read MoreB. Hanson Slaughter
Hanson is a Managing Director at 1919 Investment Counsel and Head of the Birmingham Office. In his role as a Sr. Client Advisor, Hanson works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. His primary focus is on understanding each client’s unique goals in order develop and implement tailored solutions to meet their…
Read MoreMatthew P. Robinson, CTFA®
Matt is a Principal at 1919 Investment Counsel. In his role as a Senior Client Advisor, Matt works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. His primary focus is on understanding each client’s unique goals in order develop and implement tailored solutions to meet their long-term wealth and investment objectives. Outside of…
Read MoreBeatrice Ramos-Rosado
Beatrice is a Vice President, Senior 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 New York investment team. In addition, Beatrice is involved with several of the firm’s client-centered initiatives focused on maintaining and improving the firm’s excellent client retention…
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