Sandi Newton

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…

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Elana 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…

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Elizabeth 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…

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Russell Roberson

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…

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Erika De La Rosa Hennessey

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…

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Ian E. McEneaney

Ian McEneaney is a Business Development Officer at 1919 Investment Counsel, where his primary focus is working with individuals, families, foundations, endowments, and non-profit organizations to understand their unique financial needs and to develop comprehensive financial solutions to help them achieve their financial goals. Ian is responsible for new business development in the New York…

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Sandra G. Menke,CFP®

Sandra is a Senior Portfolio Administrator at 1919 Investment Counsel, LLC.  Her primary responsibilities are to manage client relationships and work with portfolio managers to provide comprehensive financial service through financial planning and portfolio construction. Sandra is a member of the 1919 Investment Counsel Financial Planning Committee. Prior to joining Legg Mason Investment Counsel (a…

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Susan 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…

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Sonia Pineda

Sonia is a Senior Portfolio Administrator at 1919Investment Counsel, LLC. Her primary responsibility is to provide professional account service to high-net-worth and institutional clients. She is the liaison between clients and their custodians, attorneys, accountants, and estate and tax advisors. In addition, Sonia is involved with the Client Experience Task Force. Sonia entered the Financial…

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Ashley 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…

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