Mel J. Casey, CFA, CAIA

Mel is a Portfolio Manager with 1919 Investment Counsel, LLC. He has more than 15 years of experience in the financial services industry, focused on equity analysis and portfolio construction for individuals, families, foundations and institutional clients.

Prior to joining 1919 Investment Counsel, Mel was a Vice President in Equity Sales and Trading for both Compass Point Research in Washington, DC and Keefe, Bruyette & Woods in New York.

Mel received his Bachelor of Commerce degree from University College Dublin. He is a CFA and CAIA charterholder, a member of the CFA Institute and a member of the CFA Society of Washington, DC.

Lawrence Zartarian

Larry is a Principal and Portfolio Manager with 1919 Investment Counsel, LLC. He has more than 25 years of experience in the financial services industry, with the majority of his career working with clients to establish and implement portfolio strategies tailored to their individual objectives.

Before joining 1919 investment Counsel, Larry was a Portfolio Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates’ wealth management team, Larry was with Howe Barnes Hoefer & Arnett. Before that, he managed portfolios at Mellon’s Private Wealth Management Group for five years. Larry began his career at Van Deventer & Hoch in San Francisco, where he was an analyst and Portfolio Manager, and rose to the position of Partner, working with individual and institutional clients.

Larry received his BA in Philosophy from San Francisco State University in California.

In his spare time, one of Larry’s passions is collecting, restoring and refurbishing antique coin-operated amusement devices. In particular, electro-mechanical (EM) pinball machines from the 1940’s, 1950’s and 1960’s. He serves as the President and Board Chairman of the non-profit Pacific Pinball Museum in Alameda, CA—owners of one of the largest collections of rare EM pinball machines in the world.

Jim O’Connor, CFA, CFP®

Jim is a Portfolio Manager with 1919 Investment Counsel, LLC. He has more than 15 years of experience in the financial services industry, focused on equity analysis and managing portfolios for individuals, families, foundations, endowments and institutional clients.

Before joining 1919 Investment Counsel, Jim was a Portfolio Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, Jim was an Investment Analyst at ArrowMark Partners in their Larkspur, California office. Earlier, he spent approximately a decade as a Research Analyst and Portfolio Manager at Aster Investment Management in San Francisco.

Jim received his BA from UC Berkeley and an MBA from the University of Southern California. He holds the professional designations of Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) and is a member of the CFA Society of San Francisco.

Outside of work, Jim enjoys playing the guitar, playing soccer and spending time with his wife and two kids.

Gary Getman, CFP®

Gary is a Portfolio Manager with 1919 Investment Counsel and works directly with clients to create and implement strategic and financial planning solutions. He brings more than 25 years of experience in the financial services industry to his role.

Before joining 1919 Investment Counsel, Gary was a Portfolio Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, Gary was a Portfolio Manager at Bingham, Osborn & Scarborough based in San Francisco. Prior to that, most of Gary’s career was with Fidelity Investments, including 10 years based out of Fidelity’s Palo Alto office, where he served as a retirement income specialist and senior account executive to 400 clients with more than $1.5 billion in assets.

Gary attended the New Mexico Institute of Mining and Technology. He holds the professional designation of Certified Financial Planner™ (CFP®).

On most evenings you can find Gary listening to music at home.

Andrew Rand, CFA, CFP®

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.

Matthew G. Scher

Matthew is a Senior Investment Associate at 1919 Investment Counsel.  His primary responsibility is to work with portfolio managers in providing customized investment solutions through portfolio construction, financial planning and high-touch client service.  He also is an associate member of the firm’s Quality Growth Equity Committee where he assists the committee with investment strategy and portfolio analysis.

Matthew entered the Financial Service Industry in 2012 when he joined Legg Mason Investment Counsel, now 1919 Investment Counsel.

Outside of the office, Matthew serves on the Executive Committee for the American Lung Association’s New York City Fight for Air Climb event. He also chairs the Alpha Epsilon Pi Fraternity’s Tau Mu Education Development Fund and volunteers as a Chapter Advisor.

Matthew earned a Bachelor of Science in Business Administration from Towson University with concentration in Finance and a minor in Economics.  Matthew is a Level III CFA candidate.

Michelle A. Chan

Michelle is an Investment Associate at 1919 Investment Counsel.  Her primary responsibility is to work with portfolio managers to provide tailored investment solutions through portfolio construction, ongoing monitoring of portfolios, financial planning and maintaining client relationships.  She is also a member of the Third Party Committee and the Financial Planning Committee.

Michelle entered the Financial Service Industry in 2003 and prior to joining the firm in 2010, Michelle held various positions servicing high net worth clients as a Performance Analyst at JPMorgan, as an Associate Portfolio Manager at AllianceBernstein, and most recently, as an Equity Research Associate at First Republic Investment Management.

Michelle earned a Bachelor of Science in Business Administration from Binghamton University with a dual concentration in Finance and Management Information Systems.

Michael McAndrew, CFA

Mike McAndrew is an Investment Associate at 1919 Investment Counsel, LLC, where his primary responsibility is to work with portfolio managers on portfolio construction and ongoing monitoring of portfolios. In addition, he is a member of the Third Party Committee and on the advisory board for the Disruptive Innovation Strategy.

Mike entered the Financial Services industry in 2012. Prior to joining the firm in 2014, Mike was a trade support analyst at Morgan Stanley responsible for settlements and forecasting liquidity needs.

Mike is a graduate of University of Delaware’s Lerner College of Business where he earned a B.S. in Finance & Economics. He is a CFA charterholder, a member of the CFA Institute, and a member of the CFA Society of Baltimore.

Sean Hung, CFA

Sean Hung is a Senior Investment Associate at 1919 Investment Counsel, LLC, where his primary responsibility is to work with portfolio managers on portfolio construction and ongoing monitoring of portfolios. Additionally, Sean serves as secretary of the Equity Strategy Working Group.

Sean entered the Financial Services Industry in 2014. Prior to joining 1919ic in 2015, Sean was an Investment Associate with Harding Loevner LP. Prior to that, Sean was a Business Development Analyst with Starbright Lab, Inc.

Sean was born in 1990 and received his B.S. in Business Administration from the University of California Riverside. Sean earned his Master’s degree in Finance from Villanova University in 2014 and is a CFA charterholder.

Stephen W. Worobel

Steve is a Principal at 1919 Investment Counsel, LLC and the Director of Equity Research. 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 the Head of the Equity Strategy Working Group.

Steve entered the Financial Services Industry in 1993 and joined Legg Mason Investment Counsel (a predecessor firm) in 2010. Previously, he was an equity analyst at Legg Mason, Inc. affiliates, Barrett Associates, Inc. and Gray, Seifert & Co. Inc.

Steve received his B.A. in Economics and Political Science from the University of Delaware and obtained a master’s degree in Financial Economics from Fairleigh Dickinson University. He is also a member of the New York Society of Security Analysts.