Patrice is a Managing Director at 1919 Investment Counsel, LLC and Head of Marketing.  She oversees the firm’s overall marketing and communications strategy and execution. Previously, Patrice worked at Goldman, Sachs & Co., since 1988, where she held several different roles.  Most recently she was the Global Head of Fund Reporting and Marketing Services, in the Consumer…

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Phil is the Head of Trading and a Managing Director at 1919 Investment Counsel, LLC. He oversees all aspects of trade execution and settlement and works closely with our Compliance team on all related reporting and record-keeping related to trading. Prior to his current responsibilities as Head of Trading, Phil spent one year as a…

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Chris is the Chief Compliance Officer and a Principal at 1919 Investment Counsel and a member of the firm’s Operating Committee. He has 17 years of experience in financial services, supporting large investment adviser’s legal and compliance obligations. His primary responsibility will be implementing and monitoring the firm’s compliance program.  Previously, Chris has held counsel…

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Andrew is a Managing Director with 1919 Investment Counsel, LLC and head of the San Francisco office. He has more than 20 years of experience in the financial services industry, working with individuals, families, foundations, endowments and institutional clients with complex financial needs. Before joining 1919 Investment Counsel, Andrew was Founder and Managing Director of…

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Brian is the Chief Administrative Officer and a Managing Director at 1919 Investment Counsel, LLC. He oversees the implementation of all facets of the firm’s strategic plan. Prior to this, Brian served as the firm’s Director of Investment Systems and Operations. In that role, he had oversight of the day-to-day investment operations, maintenance of client…

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Hanson is a Managing Director with 1919 Investment Counsel, head of the Birmingham office and a member of the firm’s Operating Committee. He has 25 years of experience in financial services, assisting individuals, families, philanthropic and corporate entities with complex financial needs. Hanson is active in client relationships as well as new business development efforts.…

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Scott is a Managing Director at 1919 Investment Counsel, LLC and the Head of Fixed Income. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients. In addition, Scott manages the 1919 Maryland Tax-Free Income Fund. Scott entered the Financial Services…

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Meredith (“Merrie”) is a Managing Director and Portfolio Manager at 1919 Investment Counsel and the Director of the firm’s Baltimore, MD office. She has more than 30 years of experience in financial services, working with individuals, families, foundations, endowments and institutional clients with complex financial needs. Her primary responsibility is managing investment portfolio construction and…

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Charlie is a Managing Director at 1919 Investment Counsel, LLC, the Chief Investment Officer and the Director of the Philadelphia office. He has more than 30 years of experience in investment management working with individuals, families, foundations, endowments and institutional clients with complex financial needs. Charlie is a member of the firm’s Executive Committee responsible…

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Paul is a Managing Director at 1919 Investment Counsel, LLC and the Director of the New York office.  As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations and endowments.  In addition, Paul is responsible for the Institutional Quality Growth Equity Strategy, and serves as…

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