Jeanne is a 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 Birmingham team. In addition, Jeanne’s role encompasses high touch client relationship services, investment support, portfolio maintenance and review, and collaborative engagement with our clients’ professional service providers. Jeanne has a concentrated focus on sub-accounting for charitable organizations, special needs trusts and helps bring clarity to unique situations.
Jeanne has over 22 years of experience in personal trust, foundation administration and high-level client service with a strong background in financial administration. Jeanne works closely with clients and with the day-to-day aspects of client relationships and account management. In her spare time, Jeanne enjoys working on remodeling projects with her husband and spending time with her 6 grandchildren.
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