John Helfst
John is a Managing Director at 1919 Investment Counsel, LLC. His primary responsibility is as an Equity Research Analyst covering the financial services and real estate sectors. John has over 26 years of experience in financial services and real estate. He began his career as a commercial credit analyst and construction real estate lender at…
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Jeffrey W. Eveleth, CMT
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.…
Read MoreRyan “Chip” Bailey, CMT
Chip joined 1919 Investment Counsel in 2005 and is a Principal, 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…
Read MoreMatthew 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…
Read MorePhilip 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…
Read MoreEric G. Thompson, CFA
Eric is a Managing Director 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…
Read MoreSean 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,…
Read MoreStephen W. Worobel
Steve is a Managing Director at 1919 Investment Counsel. In his role as a Portfolio Manager, Steve 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. He is also the…
Read MoreLauren E. Schmaltz
Lauren is a Vice President at 1919 Investment Counsel, LLC. Her primary responsibility as a Responsible Investing Analyst with the 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,…
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