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…
Read MoreDominique Pacetta
Dominique is a Business Development Officer with 1919 Investment Counsel, LLC. She seeks to create exceptional client experiences by aligning client values with the company mission. She ensures that the right connections are made, both internally and externally, to create strong and long lasting relationships with clients and partners alike. She brings more than 15…
Read MoreReshma Ballie McGowan
Reshma is a Managing Director at 1919 Investment Counsel, LLC and Chief Compliance Officer. She is responsible for implementing the firm’s compliance program and is a member of the firm’s Operating Committee. Previously, Reshma held senior compliance roles at PIMCO and Barclays, and compliance roles and The Carlyle Group. Her career has focused on Investment Adviser’s Act…
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 MoreKatie White, CFP®
Katherine White is a Business Development Officer at 1919 Investment Counsel. She works closely with individuals, families, foundations, endowments, and non-profit organizations to understand their unique financial needs and develop tailored, holistic solutions to help them achieve their goals. Katherine focuses primarily on new business development in New York and the Northeast. Before joining 1919,…
Read MoreElana Brutman, CFP®
Elana is a Client Advisor with 1919 Investment Counsel, LLC, collaborating with the Portfolio Management team to support and develop client relationships. She is a member of the Marketing and Client Experience committees and draws on over 15 years of experience in the securities industry. Before joining 1919 investment Counsel, Elana was a Relationship Manager…
Read MoreErika De La Rosa Hennessey
Erika is a Client Advisor with 1919 Investment Counsel and a member of the Portfolio Management Team, collaborating on the end-to-end management of client relationships. Before joining 1919 Investment Counsel, Erika was a Portfolio Associate with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, she worked for 16…
Read MoreIan E. McEneaney
Ian McEneaney is a Business Development Officer at 1919 Investment Counsel, where his primary focus is working with individuals, families, foundations, endowments, and non-profit organizations to understand their unique financial needs and to develop comprehensive financial solutions to help them achieve their financial goals. Ian is responsible for new business development in the New York…
Read MoreSandra G. Menke, CFP®
Sandra is a Senior Portfolio Administrator at 1919 Investment Counsel, LLC. Her primary responsibilities are to manage client relationships and work with portfolio managers to provide comprehensive financial service through financial planning and portfolio construction. Sandra is a member of the 1919 Investment Counsel Financial Planning Committee. Prior to joining Legg Mason Investment Counsel (a…
Read MoreLu Han, CFA, CFP®
Lu Han is a Principal and Senior Client Advisor at 1919 Investment Counsel. Her primary focus is financial planning for individuals and families. Lu takes a comprehensive approach to assessing all aspects of a client’s financial situation, including retirement planning, goal funding, cash flow analysis, insurance reviews, college savings, and estate planning. She partners with…
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