Susan is a Portfolio Administrator with 1919 Investment Counsel, LLC’s Philadelphia office, primarily supporting Charles King. Her role encompasses high touch client relationship services, investment support, portfolio maintenance and review, and collaborative engagement with our clients’ professional service providers. Susan represents 1919 at the Philanthropy Network of Greater Philadelphia, along with other network-building initiatives as a member of 1919’s Business Development team.
Susan brings more than 20 years of experience in the financial services industry to her role, having begun her career in 1979 as a commercial lending officer with Deutsche Bank. She transitioned onto Wall Street after three years and spent the next 12 working with Credit Suisse, Bank of America Merrill Lynch, and JP Morgan Chase as a VP in global fixed income and derivatives institutional sales. Susan left Wall Street at the end of 1994 and spent the next 14 years helping to raise three children with her husband, Paul. She became a financial advisor with Wells Fargo Advisors in 2008 and pursued this career for three years. Susan joined 1919 in December 2015.
Susan earned a bachelor’s degree in Economics and English from Mount Holyoke College, and the Chartered Advisor in Philanthropy designation from the American College of Financial Services. Susan serves on the board of Health Works Academies, an emerging workforce development social enterprise that delivers STEM plus curriculum, job shadowing and mentoring for careers at the intersection of healthcare and technology to high school students. She is also a member of the Philadelphia Estate Planning Council, the Planned Giving Council of Greater Philadelphia, and Women in Investing Network of Philadelphia.
Sonia is a Portfolio Administrator at 1919Investment Counsel, LLC. Her primary responsibility is to provide professional account service to high-net-worth and institutional clients. She is the liaison between clients and their custodians, attorneys, accountants, and estate and tax advisors. In addition, Sonia is involved with the Client Experience Task Force.
Sonia entered the Financial Services Industry in 1977. Prior to joining 1919 Investment Counsel, LLC in 2010, Sonia was Vice President of Account Administration at Legg Mason Inc. affiliates Barrett Associates, Inc. and Gray, Seifert, Inc., and an Account Administrator at Bessemer Trust Company, NA. Sonia received her B.B.A. in Finance and Economics from Pace University.
Ashley Tabb is a Principal, at 1919 Investment Counsel, LLC. As a Financial Planner and Wealth Advisor, his primary focus is financial planning for individuals and families and working with institutions to preserve the legacy of their organization. Ashley takes a comprehensive approach to assessing all aspects of a client’s financial situation and takes pride in his role as a fiduciary. Ashley works with Portfolio Managers to identify and integrate meaningful solutions with investment management, and to interface with clients on a regular basis to provide ongoing financial planning services as a part of the firm’s wealth management services.
Ashley joined 1919 Investment Counsel in 2015 and Sterne Agee Trust in 2012. Prior to joining Sterne Agee he worked in Wealth Management/Private Banking at three large banks. Ashley holds the CERTIFIED FINANCIAL PLANNER™ designation. He is a graduate of Davidson College with a B.A. in History and holds an MBA from the J. Mack Robinson College of Business at Georgia State with concentrations in finance and financial planning.
He is a member of the Estate Planning Council of Birmingham, Financial Planning Association, St. Luke’s Episcopal, Birmingham Tip Off Club and serves as the Treasurer for the non-profit KidOne Transport.
Hanson is a Managing Director with 1919 Investment Counsel, head of the Birmingham office and a member of the firm’s Operating Committee. He has 25 years of experience in financial services, assisting individuals, families, philanthropic and corporate entities with complex financial needs. Hanson is active in client relationships as well as new business development efforts.
Hanson began his career in 1994 in New York as an investment banker in public finance. He returned to Birmingham in 2000, joining a boutique firm focused on investment management, municipal and corporate financial advisory work. Hanson initially managed Sterne Agee’s Public Finance Group in 2006, later forming its Family Office Group in 2011 as an addition to the firm’s existing wealth management platform. Hanson was President of The Trust Company of Sterne Agee, Inc. prior to its acquisition by Stifel Trust Company in 2015 and served on the boards of Sterne Agee Group, Inc. and Sterne, Agee & Leach, Inc.
Hanson is a Trustee and Chair of Development of The Jefferson Trust at the University of Virginia, Chair of Planned Giving and member of the Board of Governors of Indian Springs School in Birmingham, President of the Sterne Agee Charitable Foundation and the former Chairman of the Board of the Birmingham Botanical Gardens. He is also a Director of CommerceOne Bank in Birmingham and a member of the Rotary Club of Birmingham.
Hanson is a graduate of the University of Virginia (BS in Commerce, double major in Finance and Marketing) and he holds his MBA from Duke University.
Matt is a Principal at 1919 Investment Counsel, LLC. His primary responsibility is as a Client Advisor with the Client Advisory Group, overseeing the account management and trust administration of high-net-worth relationships.
Matt entered the financial services industry in 1994 as a Trust Associate at Pennsylvania National Bank. He joined Legg Mason Trust (a predecessor firm) in 1996.
Matt is a member of the Baltimore Estate Planning Council and the Baltimore Council on Foreign Affairs.
Matt earned a B.A. in Finance from The Pennsylvania State University. Additionally, he is a graduate of Cannon Financial Institute’s Trust School and Cannon’s Personal Trust Graduate School. Matt is a Certified Trust Financial Advisor.
Beatrice is a Senior 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 New York investment team. In addition, Beatrice is involved with several of the firm’s client-centered initiatives focused on maintaining and improving the firm’s excellent client retention rate, including the Client Experience Task Force and PA Peer Review and Support Team comprised of a select group of sophisticated systems’ users. They have led the way by proposing solutions to enhance workflow practices.
Beatrice entered the Financial Services Industry in 1998 and joined Scudder Investments in June 2000 (a predecessor firm). Prior to joining the firm, she was a Portfolio Assistant at HSBC Bank for two years, assisting several portfolio managers to oversee high-net–worth client accounts.
Beatrice earned a B.S. in Finance and Investments from Baruch College.
Lu Han is a Principal and Client Advisor at 1919 Investment Counsel. Her primary focus is financial planning for individuals and families. Lu takes a comprehensive approach to assessing all aspects of a client’s financial situation, including retirement planning, goal funding, cash flow analysis, insurance reviews, college savings, and estate planning. She partners with Portfolio Managers to identify and integrate meaningful solutions with investment management, and to interface with clients on a regular basis to provide ongoing financial planning services as a part of the firm’s wealth management services.
Lu joined the firm from UBS Financial Services Inc., where she was a Financial Planning Specialist working with financial advisors to deliver planning and advice to clients. Lu is a Certified Financial Planner®, a CFA Charterholder, and holds a B.A. in English and Psychology from Barnard College. She enjoys rock climbing, hiking, running, and traveling.
Ann is a Senior Advisor at 1919 Investment Counsel, LLC in the Birmingham office. Ann’s primary responsibility is the continuing development and oversight of the client service delivery platform as well as ongoing relationship management for investment and family office clients.
Ann entered the Financial Services industry in banking in 1980 upon graduating from the University of Alabama with a B.S. in Accounting. She joined the investment management field in 1986 upon completion of her Masters in Business Administration from Harvard Business School. Ann joined 1919 Investment Counsel in 2015 and Sterne Agee Trust in 2011. Prior to joining Sterne Agee, Ann served in investment advisory and planning roles with an independent Registered Investment Advisor, a single family office as well as a multi family office.
Jennifer is a Principal with 1919 Investment Counsel, LLC focusing on client development and client experience. With 10 years of experience in wealth and estate management, trust and banking, Jennifer employs an integrated, consultative approach to client matters. Jennifer coordinates activities for 1919ic Birmingham with our firm’s portfolio managers, financial planners and client advisors in the areas of financial planning, investment planning, estate planning, philanthropy, risk management and business succession planning.
Jennifer is active in many civic and community organizations and serves on the board of the YWCA of Birmingham. She has been involved as a board member and Paul Harris Fellow of Sunrise Rotary of Birmingham for many years, a member of the Estate Council of Birmingham, and served in many roles at the United Way including the Legacy Cabinet and the Tocqueville Committee.
Jennifer earned a B.A. in English from The University of the South (Sewanee).
Bill is a Vice President at 1919 Investment Counsel, LLC. His primary responsibility is a Family Office Client Advisor overseeing the management of the Family Office Services Group.
Prior to joining Legg Mason Investment Counsel (a predecessor firm) in September, 2013, he worked for S.W. Childs Management Corp. since 1971. Bill became President in 1980. The firm was a family office that provided financial and personal services to High Net Worth clients.
Bill earned a B.A. in Economics from Lafayette College.