John Helfst
John is a Managing Director at 1919 Investment Counsel. His primary responsibility is as an Equity Research Analyst covering the financial services and real estate sectors, and he also serves as a Portfolio Manager overseeing the 1919 Financial Services Fund. John has over 26 years of experience in financial services and real estate. He began…
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. As the Chief Compliance Officer, she implements the firm’s compliance program and is a member of its Operating Committee. She is also a member of Stifel’s Compliance Executive Committee. Outside of the office, Reshma is a member of the Hillwood Estate, Museum & Gardens Board 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 MoreKatherine White, CFP®
Katherine is a Vice President at 1919 Investment Counsel. In her role as a Business Development Officer, Katherine works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Her primary focus is developing new client relationships, working with prospective clients to understand their unique goals, and building the right client team around them. Katherine…
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 Senior 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…
Read MoreIan E. McEneaney
Ian McEneaney is a Vice President 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 Office,…
Read MoreSandra G. Menke, CFP®
Sandra is a Senior Portfolio Administrator at 1919 Investment Counsel. In her role, Sandra 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 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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