Beatrice is a Senior Portfolio Administrator at 1919 Investment Counsel, LLC. Her primary responsibility is to provide professional service to high-net-worth and institutional clients managed by the New York investment team. In addition, Beatrice is involved with several of the firm’s client-centered initiatives focused on maintaining and improving the firm’s excellent client retention rate, including the Client Experience Task Force and PA Peer Review and Support Team comprised of a select group of sophisticated systems’ users. They have led the way by proposing solutions to enhance workflow practices.
Beatrice entered the Financial Services Industry in 1998 and joined Scudder Investments in June 2000 (a predecessor firm). Prior to joining the firm, she was a Portfolio Assistant at HSBC Bank for two years, assisting several portfolio managers to oversee high-net–worth client accounts.
Beatrice earned a B.S. in Finance and Investments from Baruch College.