Michael Widner
Michael is a Managing Director at Arthur Karafin Investment Advisors department of 1919 Investment Counsel. He has more than 16 years of investment management experience working with individuals, families, foundations, and institutional clients. As a Portfolio Manager his primary responsibility is overseeing portfolio construction and ongoing management of client portfolios. Michael entered the investment management…
Read MoreJeffrey Peng, CFA
Jeffrey is a Managing Director at Arthur Karafin Investment Advisors department of 1919 Investment Counsel where his primary responsibilities are portfolio construction and monitoring of portfolios for individuals, families, retirement plans and foundations. Jeffrey entered the financial services industry in 1997 and joined Arthur Karafin Investment Advisors and 1919 Investment Counsel in 2007. Prior to…
Read MoreRaleigh Haas
Raleigh is an Investment Associate at 1919 Investment Counsel, where his primary responsibility is to work with portfolio managers on portfolio construction and ongoing monitoring of portfolios. In addition, he is a member of the firm’s Third Party Committee where he assists in the screening of passively managed funds. Raleigh is a graduate of Florida…
Read MoreRyan Schutte, CFA, CFP®
Ryan Schutte is an Senior Investment Associate at 1919 Investment Counsel, LLC, where his primary responsibility is to work with portfolio managers on portfolio construction and ongoing monitoring of portfolios. Additionally, Ryan serves as secretary of the Third Party Committee and is on the Advisory Board for the Disruptive Innovation Strategy. Ryan entered the Financial…
Read MoreLauren Webb, CFA
Lauren is a Portfolio Manager at 1919 Investment Counsel, LLC, supporting both municipal and corporate fixed income strategies. She also assists in maintaining client relationships and portfolio management. Lauren entered the Financial Services Industry in 2008. Prior to joining the firm in 2012, Lauren was a Senior Associate in KPMG’s Structured Finance Group focusing on…
Read MoreThomas Vandeventer
Thomas is a Managing Director at 1919 Investment Counsel, LLC in the Vero Beach and 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. He is a member of the firm’s Investment Committee. Thomas entered the Financial Services Industry…
Read MoreLawrence Zartarian
Larry is a Principal and Portfolio Manager with 1919 Investment Counsel, LLC. He has more than 25 years of experience in the financial services industry, with the majority of his career working with clients to establish and implement portfolio strategies tailored to their individual objectives. Before joining 1919 Investment Counsel, Larry was a Portfolio Manager…
Read MoreJim O’Connor, CFA, CFP®
Jim is a Portfolio Manager with 1919 Investment Counsel, LLC. He has more than 15 years of experience in the financial services industry, focused on equity analysis and managing portfolios for individuals, families, foundations, endowments and institutional clients. Before joining 1919 Investment Counsel, Jim was a Portfolio Manager with Rand & Associates, an independent Registered…
Read MoreGary Getman, CFP®
Gary is a Portfolio Manager with 1919 Investment Counsel and works directly with clients to create and implement strategic and financial planning solutions. He brings more than 25 years of experience in the financial services industry to his role. Before joining 1919 Investment Counsel, Gary was a Portfolio Manager with Rand & Associates, an independent…
Read MoreAndrew Rand, CFA, CFP®
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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