Adrian Schau is a Client Advisor and Vice President with 1919 Investment Counsel, LLC. His focus is to work directly with clients to identify, define, and build comprehensive financial plans for individuals and families and investment advisory services to foundations, endowments, and non-profit institutions. Adrian takes a comprehensive approach to learning about each of his clients by focusing on the client’s unique financial situation, taking into account cash flow planning, retirement planning, insurance reviews, college savings, and estate considerations. Adrian, with the help of his team at 1919, has the ability to build highly customized and tailored solutions for his clients.
Adrian joined 1919 from Legacy Financial Advisors where he was CIO and Director of Investments. Prior to that, he was an Investment Analyst with Brighton Jones. Adrian maintains an institutional consulting relationship with my529 (formerly: Utah Educational Savings Plan) which he has held since 2011.
Adrian is a Certified Financial Planner® and an Accredited Investment Fiduciary®. Adrian graduated cum laude from Villanova University with a BS in Finance.
Adrian is married to his college sweetheart Emily, and they have three kids (Drew, Natalie, and Cecily). In his time outside of the office, Adrian enjoys spending time with his family and friends, taking trips to the National Parks, staying in shape, and playing baseball.
Warwick M. Carter, Jr. is a Principal at 1919 Investment Counsel based in New York. As a Senior Wealth Advisor, his primary focus is generational wealth planning for high net worth individuals and families. He also advises on philanthropic planning. When giving advice, Warwick takes a comprehensive approach to assessing all aspects of a client’s tax, financial and family situation. Warwick works closely with Portfolio Managers and Client Advisors in all of our offices to integrate wealth strategies with a client’s investments. He regularly meets with outside advisors to devise appropriate solutions that will help grow wealth in a tax-aware way over the long term.
Warwick joined 1919 Investment Counsel in 2019. He has worked in the fields of taxation, estate planning, and trust law for more than 25 years. Warwick has served as a Senior Trust Officer for J.P. Morgan Private Bank in New York and Washington, D.C. He was subsequently National Head of Trusts and Estates at Fiduciary Trust Company International for nearly six years. He also launched a private consulting practice advising RIAs on trusts and estates matters. Earlier in his career, he practiced law in New York.
Warwick has considerable experience in philanthropic planning as well as managing foundations. He has advised some of the largest foundations in the country. Warwick served on the Board of Trustees of the HealthCare Chaplaincy Network in New York and was a member of the Board of Visitors of the Columbus School of Law at The Catholic University of America in Washington, D.C.
Warwick is a graduate of Denison University and the Columbus School of Law at The Catholic University of America. He also holds a master’s in taxation from Georgetown University. He is admitted to the bar in New York and the District of Columbia. Warwick is also a member of the New York State Bar Association and the Society of Trust and Estate Practitioners (STEP).
Sandi is a Portfolio Administrator with 1919 Investment Counsel, LLC and brings more than 30 years of experience in the financial services industry to her role.
Before joining 1919 investment Counsel, 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 was in charge of trading, data input and report generation.
Sandi received her BS in Finance from San Francisco State University in California.
Sandi loves to haunt thrift and antique stores looking for treasures and giving old things new purpose.
Elana is a Client Advisor with 1919 Investment Counsel, LLC, collaborating with the Portfolio Management team to support and develop client relationships. She is a member of the Marketing and Client Experience committees and draws on over 15 years of experience in the securities industry.
Before joining 1919 investment Counsel, Elana was a Relationship Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, she spent four years at Howe Barnes, Hoefer & Arnett and Raymond James where she was responsible for daily account maintenance and client support. Elana began her career at Pekin, Singer and Strauss Asset Management in Chicago, where she managed the trading desk and assisted the Operations department.
Elana received her BS in Finance from DePaul University in Chicago.
Outside the office, Elana devotes her life to learning an obscure Greek instrument, the lyra with sympathetic strings, which takes her on study trips to the other side of the world on a regular basis.
Elizabeth is a Portfolio Administrator with 1919 Investment Counsel, LLC, serving as a liaison with custodians and managing all aspects of client service and operations. Additionally, she is a key member of the financial planning team. Elizabeth has more than 15 years of financial service experience.
Before joining 1919 Investment Counsel, Elizabeth was a Relationship Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates’ wealth management team, she was with Howe Barnes Hoefer & Arnett. Before that, she was an Investment Associate at Deutsche Bank’s Private Wealth Management division, formerly Scudder Private Investment Counsel. She began her career as a Financial Planning Analyst at American Express Financial Advisors, where she created financial plans and investment strategies for clients.
Elizabeth received her BS from San Francisco State University in California.
Elizabeth is married and has two boys. She enjoys spending time with her family, as well as baking bread and pastries.
Russell is a National Business Development Officer with 1919 Investment Counsel, LLC. He seeks to align the investment challenges individuals, families, foundations, endowments and institutional clients face with the wealth and investment management services that will bring clarity to their complex financial lives. Russell has more than 25 years of experience in the financial services industry.
Before joining 1919 Investment Counsel, Russ was Vice President of Business Development with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates’ wealth management team, Russell spent 17 years at Fidelity Investments. His most recent role at Fidelity was serving as Vice President Senior Account Executive in the Private Client Group at the Marin Investor Center, helping more than 400 clients with $1 billion of assets implement wealth management and investment strategies. The majority of his Fidelity career was spent in two regional sales positions: Vice President Regional Insurance Consultant; Vice President Regional Planning Consultant.
Russell received his BS in Finance from the University of Tennessee.
He is an avid University of Tennessee football fan, enjoys golf, traveling and spending time with his family.
Erika is a Client Advisor with 1919 Investment Counsel and a member of the Portfolio Management Team, collaborating on the end-to-end management of client relationships.
Before joining 1919 Investment Counsel, Erika was a Portfolio Associate with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, she worked for 16 years with global law firms in Boston, San Francisco and Mexico City. She initially focused on international transactional matters and then later centered on capital markets, with special attention to regulatory compliance issues for clients in the financial industry, including investment management companies, mutual funds and private equity firms.
Erika received her Master of Arts in International Business Law and Economic Development from The Fletcher School of Law and Diplomacy at Tufts University, where she was a Fulbright Scholar. She received her Ph.D. in Legal and Economic Latin American Studies from Boston University. Additionally, she holds a degree in Law from the University of Coahuila, Mexico.
In her spare time, Erika enjoys exploring the Napa Valley with family and friends in search of the next best fruit of the vine.
Ian McEneaney is a Client Advisor at 1919 Investment Counsel, where his primary focus is working with individuals, families, foundations, endowments, and non-profit organizations to understand their unique financial needs and to develop comprehensive financial solutions to help them achieve their financial goals. As part of the client development process, Ian takes a comprehensive approach in reviewing and assessing all aspects of a client’s financial situation to identify and implement the appropriate investment strategy as part of the firm’s broader wealth management services.
Ian works closely with the firm’s portfolio managers, financial planners, and client advisors in the areas of financial planning, investment strategy, estate planning, and risk management. Ian is responsible for new business development in the NY office and a member of the firm’s Third Party Committee.
Ian joined the firm from Cognolink ltd. (now ThirdBridge), where he was a Research Associate working with private equity firms and credit funds on due diligence within the investment process. Ian was also previously an intern at Legg Mason Investment Counsel (a predecessor firm). Ian graduated from Vanderbilt University with a B.A. in Political Science and a double minor in Corporate Strategy and Financial Economics.
Ian is a Level II CFA Candidate.
Maria T. Diaz is a Portfolio Administrator at 1919 Investment Counsel, LLC. Her primary responsibility is to provide professional service to high net-worth and institutional clients. Maria has been with the firm for over 32 years.
Prior to joining the predecessor firm of Scudder, Stevens & Clark in January, 1986, Maria worked for an international bank in New York, and before that she worked for the United Nations for fourteen years.
Maria has her B.S. degree from Marymount College in political science and has tutored the night students at Manhattan Comprehensive High School for over ten years.
Sandra is a Senior Portfolio Administrator at 1919 Investment Counsel, LLC. Her primary responsibilities are to manage client relationships and work with portfolio managers to provide comprehensive financial service through financial planning and portfolio construction.
Sandra is a member of the 1919 Investment Counsel Financial Planning Committee.
Prior to joining Legg Mason Investment Counsel (a predecessor firm), Sandra worked at Deutsche Bank Private Banking with high-net-worth individuals in relationship management.
Sandra is an active member of the Financial Planning Association of New York (FPA) and the FPA pro bono committee.
Sandra holds a B.A. and M.L.A. in Humanities from the University of South Florida, and is a Certified Financial Planner® professional.