Troy Burr

Troy is a Senior Portfolio Associate at 1919 Investment Counsel. In his role, Troy works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. His 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, Troy worked as a Paraplanner at O’Donnell Financial Group, where he assisted in the creation & presentation of financial plans to clients.

In his spare time, Troy enjoys playing lacrosse, watching the Warriors and camping around the many lakes of Northern California.

Troy earned a B.A. in finance from Sonoma State University.