Sandi Newton
Sandi is a Senior Portfolio Administrator at 1919 Investment Counsel. In her role, Sandi 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, Sandi was a Relationship Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, she was responsible for client service and support, trading, account reconciliation, performance reporting, and compliance at Garland Investment Management. Sandi began her career at Belden and Associates Investment Counsel, where, as Operation’s Manager, she oversaw trading, data input and report generation.
In her spare time, Sandi loves to haunt thrift and antique stores looking for treasures and giving old things new purpose.
Sandi earned her B.S. in Finance from San Francisco State University in California.