Jeffrey W. Eveleth

Jeff joined 1919 Investment Counsel in 2007.  He specializes in trading Equities, Options, ETF’s.  Prior to his current responsibilities, Jeff was responsible for settling all trades executed by the trading desk.  Previously he was an Operations Analyst at Morgan Stanley for nearly two years.  Jeff earned a BA in Economics from the University of Pennsylvania.  He is a member of the Mid-Atlantic Security Traders Association.  Jeff is currently a CMT Level III candidate.

Ryan “Chip” Bailey, CMT

Chip joined 1919 Investment Counsel in 2005 and is a Vice President, Senior Equity Trader. His expertise includes trading equities, options, ETF’s and preferred securities. He also specializes in technical analysis which is the study of market action through the use of charts to forecast future price trends.

Chip started in the financial services industry in 1988. Prior to joining 1919IC, he was at Mercantile-Safe Deposit and Trust Company for 11 years trading equity and equity-related securities and municipal bond securities.

Chip earned his B.A. from Washington College. Chip is a Chartered Market Technician (CMT), administered by the Market Technicians Association. He has been active in the Mid-Atlantic Security Traders Association since 1995, serving as President in 2004.

Matthew C. Gramil

Matt is a Fixed Income Trader at 1919 Investment Counsel, LLC, where his primary responsibilities include trading fixed income securities for the firm’s mutual funds, institutional, and separately managed accounts.  He entered the financial services industry in 1998.  Prior to joining the firm, he worked in the Retail & Retirement Client Services Group at Legg Mason.  He joined the firm in 2001 as a Portfolio Administrator for fixed income portfolios and began trading in 2005.  Matt graduated from Towson University with a B.S. in Finance and obtained his M.B.A with a concentration in Finance from Loyola University in Maryland.  In addition, he is a member of the Municipal Bond Club of Baltimore.

Philip J. Yakim

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 Portfolio Administrator and seven years as a Municipal Bond Trader for the firm’s fixed income portfolios. Additionally, Phil spent three years in Legg Mason’s Operations group as a supervisor of the Dividend Department.  Phil is a member of the Investment Policy, Fixed Income, Vendor Management, and Liquidity Risk Management Committees. Phil earned a B.A. in Finance from the University of Baltimore and his M.S. in Finance from Loyola College.

Baylor Lancaster-Samuel

Baylor is a Vice President at 1919 Investment Counsel, LLC. Her primary responsibility is to conduct research on all taxable credit for the fixed income strategies. In addition to publishing commentaries on her coverage universe, Baylor is a member of the Fixed Income Committee and Third Party Committee. Baylor has an extensive background in credit research, with prior experience in institutional, family office, independent research, and rating agency roles. Baylor is a member of 100 Women in Finance and the Fixed Income Analysts Society, Inc. (FIASI).

Baylor entered the Financial Services Industry in 2000.  She began her analytical career at Standard &Poor’s, and later joined the independent credit research provider, CreditSights. Prior to joining 1919 Investment Counsel in 2019, she held positions at CV Advisors as a Senior Research Analyst and at BMO Global Asset Management as a Research Analyst covering Global Financials.

Baylor earned a B.A. from New York University, College of Arts and Science. She earned an M.B.A in Finance from New York University, Stern School of Business. She also earned an M.A. from the University of Miami.

Eric G. Thompson, CFA

Eric is a Principal at 1919 Investment Counsel, LLC.  His primary responsibility is as an Equity Research Analyst covering the Industrial and Utility Sectors.  Eric has over 16  years of experience as a Research Analyst with 15 of those years following the Industrial Sector.  Prior to joining the firm, Eric was a Senior Equity Analyst covering Industrial and Healthcare companies at Wilmington Trust Investment Advisors.  Prior to this, he was an Associate Analyst with Legg Mason.

Eric is a CFA charterholder and received an M.B.A. from Cornell University’s Johnson Graduate School of Management.  He earned a B.S. in Finance from Towson University.

Sean Hung, CFA

Sean Hung is an Equity Research Analyst at 1919 Investment Counsel, LLC, where his primary responsibility is to work with portfolio managers on portfolio construction and ongoing monitoring of portfolios. Additionally, Sean serves as secretary of the Equity Strategy Working Group.

Sean entered the Financial Services Industry in 2014. Prior to joining 1919ic in 2015, Sean was an Investment Associate with Harding Loevner LP. Prior to that, Sean was a Business Development Analyst with Starbright Lab, Inc.

Sean was born in 1990 and received his B.S. in Business Administration from the University of California Riverside. Sean earned his Master’s degree in Finance from Villanova University in 2014 and is a CFA charterholder.

Stephen W. Worobel

Steve is a Managing Director at 1919 Investment Counsel, LLC and the Director of Equity Research. 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, he is the Head of the Equity Strategy Working Group.

Steve entered the Financial Services Industry in 1993 and joined Legg Mason Investment Counsel (a predecessor firm) in 2010. Previously, he was an equity analyst at Legg Mason, Inc. affiliates, Barrett Associates, Inc. and Gray, Seifert & Co. Inc.

Steve received his B.A. in Economics and Political Science from the University of Delaware and obtained a master’s degree in Financial Economics from Fairleigh Dickinson University. He is also a member of the New York Society of Security Analysts.

Mathi Vaheesan, CFA

Mathi is a Principal at 1919 Investment Counsel, LLC. As a Quantitative Analyst, his primary responsibilities include asset allocation studies and stock selection using quantitative methods. He is responsible for monthly charts on the economy and the markets. He is a member of Asset Allocation committee and Equity Strategy Working Group.

Mathi entered the Financial Services Industry in 1999. Prior to joining the firm, he was Senior Performance Analyst and Senior Quantitative Research Analyst before becoming Portfolio Manager at Rydex Investments, Rockville MD. He spent four years at Dupont Capital Management as a Senior Equity Systems Analyst. He also worked as a Financial Analyst with Iridium LLC for two years. He began his career in information technology and worked in India and Canada.

Mathi holds a Bachelor of Engineering (Honors) from University of Madras, India, Master of Technology in Computer Science from Indian Institute of Technology, Madras, India and an M.B.A. from the University of Calgary, Canada. Mathi is a CFA charterholder. He is also a member of Chicago Quantitative Alliance (CQA).

Lauren E. Schmaltz

Lauren is a Vice President at 1919 Investment Counsel, LLC. Her primary responsibility as a Social Research Analyst with the Socially Responsive Investing team is to conduct research on companies in the Technology, Telecommunications, and Materials sectors, as well as on relevant social and environmental issues. In addition to publishing comments on the companies she reviews, Lauren is a contributing writer to the firm’s monthly Social Research Reporter. She is a member of the Sustainable Investment Research Analyst Network and participates in the group’s events and meetings with companies.

Lauren entered the Financial Services Industry upon joining Scudder Kemper Investments (a predecessor firm) in 1999.

Lauren earned a B.A. in Finance and Marketing at Xavier University. She also earned an M.B.A. from Xavier.