Kathleen Krug

Kathleen (“Kit”) is a Portfolio Administrator at 1919 Investment Counsel. In her role, Kit 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.

Prior to joining the firm, Kit was a Senior Portfolio Administrator at Tocqueville Asset Management L.P. (“Tocqueville”), where she worked with high-net-worth individuals, corporations, and foundations. Prior to joining Tocqueville in 2005, she worked at Robert R. Meredith & Co., where she served as Director of Client Services. She began her career at Lehman Brothers in 1983, moving to Morgan Stanley in 1987.

In her spare time, Kit enjoys spending time with family and friends, relaxing outdoors—especially on the beach with a good book—and traveling.

Kit received her B.S. in Communications with a concentration in Business from the State University of New York at Brockport.