Troy Burr
Troy is a Senior Portfolio Associate at 1919 Investment Counsel. In his role, Troy works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. His 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 MoreDonna Bresloff
Donna is a Senior Portfolio Associate at 1919 Investment Counsel. In her role, Donna 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 MorePaul B. Clark, CFA
Paul is a Managing Director at 1919 Investment Counsel. In his role as a Portfolio Manager, Paul works with individuals, families, foundations, and endowments to develop fixed income solutions that are tailored to their specific objectives. His primary focus is on building highly customized portfolios for unique situations. Paul is also a member of the…
Read MoreMichael 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 a Senior 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…
Read MoreRyan Schutte, CFA, CFP®
Ryan Schutte is a Vice President, 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…
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
Lawrence (“Larry”) is a Principal at 1919 Investment Counsel. In his role as a Portfolio Manager, Larry works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. His primary focus is on developing and managing investment portfolios that are tailored to each client’s unique long term wealth and investment objectives. Outside of the office,…
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