Patrice is a Managing Director at 1919 Investment Counsel, LLC and Head of Marketing. She oversees the firm’s overall marketing and communications strategy and execution.
Previously, Patrice worked at Goldman, Sachs & Co., since 1988, where she held several different roles. Most recently she was the Global Head of Fund Reporting and Marketing Services, in the Consumer and Investment Management Division in New York. In these roles she led Strategic Client Service and Experience initiatives, as well as digital and brand transformations. Prior to working at Goldman, Sachs & Co., she was an internal auditor and business analyst at Deloitte. Patrice’s career has focused on providing a strategic centralized approach to coordinate marketing, brand, sales and reporting strategy, to drive growth and improve overall client experience.
Patrice holds a B.B.A. degree in Accounting from the University of Massachusetts at Amherst. In her free time she enjoys travel, cycling, yoga and spending time with her husband and two daughters.
Andrew is a Managing Director with 1919 Investment Counsel, LLC and head of the San Francisco office. He has more than 20 years of experience in the financial services industry, working with individuals, families, foundations, endowments and institutional clients with complex financial needs.
Before joining 1919 Investment Counsel, Andrew was Founder and Managing Director of Rand & Associates, an independent Registered Investment Advisory firm. Prior to this, Andrew was a First Vice President at Howe Barnes Hoefer & Arnett, Inc. He also served as a Director of Deutsche Bank’s Private Wealth Management division, formerly Scudder Private Investment Counsel. Earlier in his career, Andrew managed the San Francisco office of Bainco International Investors, providing clients with investment management and financial planning services. Andrew began his career as a Certified Public Accountant and also founded Silver Pen Publishing, a niche publishing company in Seattle, WA.
Andrew received both his BA and his MBA from the University of Washington. He holds the professional designations of Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) and is an active member of the CFA Society of San Francisco and the Financial Planning Association of San Francisco.
When he is not working, Andrew spends his time with his family, traveling, cooking and exploring San Francisco’s many great restaurants.
Brian is the Chief Administrative Officer and a Managing Director at 1919 Investment Counsel, LLC. He oversees the implementation of all facets of the firm’s strategic plan. Prior to this, Brian served as the firm’s Director of Investment Systems and Operations. In that role, he had oversight of the day-to-day investment operations, maintenance of client accounts as well as 1919 Investments Counsel’s technology infrastructure. He served in that role since joining the firm in 2008.
Previously, he was Vice President with Legg Mason, Inc. where he oversaw investment systems for Legg Mason Capital Management. Prior to this, Brian served on a number of portfolio management, portfolio accounting and trading system implementations for a variety of Legg Mason affiliates. Before joining Legg Mason, Brian worked at Olsen Research Associates where he implemented asset/liability management software for regional banks and credit unions.
Brian holds a B.S. degree in Finance and Information Systems from Elizabethtown College.
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.
Scott is a Managing Director at 1919 Investment Counsel, LLC and the Head of Fixed Income. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients. In addition, Scott manages the 1919 Maryland Tax-Free Income Fund.
Scott entered the Financial Services Industry in 1992. Prior to joining the firm in 1994, Scott spent two years at T. Rowe Price Associates.
Scott received his B.A. from Washington & Lee University and is a CFA charterholder. He is a member of the CFA Institute, CFA Society of Baltimore and the Municipal Bond Club of Baltimore.
Meredith (“Merrie”) is a Managing Director and Portfolio Manager at 1919 Investment Counsel and the Director of the firm’s Baltimore, MD office. She has more than 30 years of experience in financial services, working with individuals, families, foundations, endowments and institutional clients with complex financial needs. Her primary responsibility is managing investment portfolio construction and monitoring her clients’ investments. Merrie is a member of the firm’s Executive Committee responsible for developing and leading the firm’s strategic vision. In addition, she Chairs the Global Equity Committee and serves on the Asset Allocation Committee. Prior to joining Legg Mason Trust (a predecessor of 1919 Investment Counsel), she was a Vice President and Portfolio Manager at Mercantile-Safe Deposit & Trust Company, now PNC. Merrie entered the financial services industry in 1986.
Merrie serves on the Board of the National Aquarium Foundation and is on the President’s Advisory Council, Stevenson University.
Merrie received her B.S. degrees from Springfield College and Villa Julie College (now Stevenson University) and her M.B.A. from Johns Hopkins University – Carey Business School. She is a member of the Chartered Financial Analyst (CFA) Institute and the Baltimore Security Analysts Society. In her free time she enjoys travel, art and music festivals, and gardening.
Charlie is a Managing Director at 1919 Investment Counsel, LLC, the Chief Investment Officer and the Director of the Philadelphia office. He has more than 30 years of experience in investment management working with individuals, families, foundations, endowments and institutional clients with complex financial needs. Charlie is a member of the firm’s Executive Committee responsible for developing and leading the firm’s strategic vision.
As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients. In addition, he is responsible for developing the firm’s investment strategy and process. Charlie is chairman of the Asset Allocation Committee and is a member of the Equity Strategy Group.
He joined Scudder Private Investment Counsel (a predecessor firm) in 1998. Before that he was a Senior Portfolio Manager with CoreStates Family Wealth Group. He entered the investment profession in 1984.
Charlie is active in several non-profit organizations and currently serves on the Finance Council of St. Paul’s Parish in Princeton.
He earned an M.B.A. from Villanova University, a B.A. in Biology and Philosophy from Wittenberg University and is a CFA charterholder. He is a member of Chartered Financial Analyst (CFA) Institute and the CFA Society Philadelphia. In his free time, he enjoys family activities and travel with his wife Michelle and their five daughters.
Paul is a Managing Director at 1919 Investment Counsel, LLC and the Director of the New York office. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients. In addition, Paul is responsible for oversight and coordination of all of our institutional strategies, serves as a member of the Equity and Asset Allocation committees and the Executive Committee.
Paul entered the Financial Services Industry in 1981. He joined Scudder Stevens & Clark (a predecessor firm) in 1983 and helped lead the sale of the Scudder Private Investment Counsel Group from Deutsche Bank to Legg Mason in 2005. Prior to Scudder, Paul worked for Brown Brothers Harriman.
He serves on the board of the Isaac H. Tuttle Fund, and is a member of the Lawrence Hospital Investment Committee.
Paul earned a B.A. from Middlebury College in Economics. He is a member of the New York Society of Securities Analysts and is a CFA charterholder.
Ron is a Managing Director at 1919 Investment Counsel, LLC, a member of the Executive Committee and the Director of the Cincinnati office. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments, and institutional clients. In addition, Ron serves as the Director of the Socially Responsive Investment Department, and manages the 1919 Socially Responsive Balanced Fund mutual fund.
Ron entered the Financial Services Industry in 1984. He joined Scudder, Stevens and Clark (a predecessor firm) in 1997. Previous to joining the firm he was the Director of Portfolio Management within the Trust Company of a major bank.
Ron is active in many civic and community organizations, and serves as the Chairman of the Contemporary Arts Center, and is on the Boards of the Taft Museum of Art, The Cincinnati Opera, ArtWorks and ArtsWave.
Ron is a graduate of Hope College with majors in Economics and Political Science. In his free time he enjoys travel, art, real estate, and spending time with his grandchildren.
Peggy is Chief Financial Officer & Director of Human Resources at 1919 Investment Counsel. She is responsible for managing the firm’s accounting and budgeting activities and financial and regulatory reporting, as well as overseeing the firm’s human resources programs. Additionally, she serves as the primary liaison with Stifel Financial Corp.’s Finance and Human Resources Departments.
Peggy entered the Financial Services Industry when she joined Legg Mason, Inc. in 1989. From 2001 to 2004, Peggy was a Director of Institutional Asset Management, performing financial management and other duties for senior management of Institutional Asset Management. From 1999 to 2001, she served as Manager of Compensation in the Finance department, overseeing the administration of the firm’s compensation plans. From 1998 to 1999, she was Controller of Legg Mason Realty Capital, Inc. where she was responsible for the administration and financial reporting for real estate limited partnerships. Prior to joining Legg Mason, she was an auditor for Coopers & Lybrand in Baltimore.
Peggy holds a B.S. degree from Loyola University in Maryland and is a certified public accountant.