Phil is the Head of Trading and a Principal at 1919 Investment Counsel, LLC. He oversees all aspects of trade execution and settlement and works closely with our Compliance team on all related reporting and record-keeping related to trading. Prior to his current responsibilities as Head of Trading, Phil spent one year as a Portfolio Administrator and seven years as a Municipal Bond Trader for the firm’s fixed income portfolios. Additionally, Phil spent three years in Legg Mason’s Operations group as a supervisor of the Dividend Department. Phil is a member of the Investment Policy, Fixed Income, Vendor Management, and Liquidity Risk Management Committees. Phil earned a B.A. in Finance from the University of Baltimore and his M.S. in Finance from Loyola College.
Matt is a Fixed Income Trader at 1919 Investment Counsel, LLC, where his primary responsibilities include trading fixed income securities for the firm’s mutual funds, institutional, and separately managed accounts. He entered the financial services industry in 1998. Prior to joining the firm, he worked in the Retail & Retirement Client Services Group at Legg Mason. He joined the firm in 2001 as a Portfolio Administrator for fixed income portfolios and began trading in 2005. Matt graduated from Towson University with a B.S. in Finance and obtained his M.B.A with a concentration in Finance from Loyola University in Maryland. In addition, he is a member of the Municipal Bond Club of Baltimore.
Eric is a Principal at 1919 Investment Counsel, LLC. His primary responsibility is as an Equity Research Analyst covering the Industrial and Utility Sectors. Eric has over 16 years of experience as a Research Analyst with 15 of those years following the Industrial Sector. Prior to joining the firm, Eric was a Senior Equity Analyst covering Industrial and Healthcare companies at Wilmington Trust Investment Advisors. Prior to this, he was an Associate Analyst with Legg Mason.
Eric is a CFA charterholder and received an M.B.A. from Cornell University’s Johnson Graduate School of Management. He earned a B.S. in Finance from Towson University.
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.
Mathi is a Principal at 1919 Investment Counsel, LLC. As a Quantitative Analyst, his primary responsibilities include asset allocation studies and stock selection using quantitative methods. He is responsible for monthly charts on the economy and the markets. He is a member of Asset Allocation committee and Equity Strategy Working Group.
Mathi entered the Financial Services Industry in 1999. Prior to joining the firm, he was Senior Performance Analyst and Senior Quantitative Research Analyst before becoming Portfolio Manager at Rydex Investments, Rockville MD. He spent four years at Dupont Capital Management as a Senior Equity Systems Analyst. He also worked as a Financial Analyst with Iridium LLC for two years. He began his career in information technology and worked in India and Canada.
Mathi holds a Bachelor of Engineering (Honors) from University of Madras, India, Master of Technology in Computer Science from Indian Institute of Technology, Madras, India and an M.B.A. from the University of Calgary, Canada. Mathi is a CFA charterholder. He is also a member of Chicago Quantitative Alliance (CQA).
Lauren is a Vice President at 1919 Investment Counsel, LLC. Her primary responsibility as a Social Research Analyst with the Socially Responsive Investing team is to conduct research on companies in the Technology, Telecommunications, and Materials sectors, as well as on relevant social and environmental issues. In addition to publishing comments on the companies she reviews, Lauren is a contributing writer to the firm’s monthly Social Research Reporter. She is a member of the Sustainable Investment Research Analyst Network and participates in the group’s events and meetings with companies.
Lauren entered the Financial Services Industry upon joining Scudder Kemper Investments (a predecessor firm) in 1999.
Lauren earned a B.A. in Finance and Marketing at Xavier University. She also earned an M.B.A. from Xavier.
Chris is a Principal at 1919 Investment Counsel. His primary responsibilities are as an Equity Research Analyst covering the Financial Services Sector and Portfolio Manager for the 1919 Financial Services Fund.
Chris entered the Financial Services Industry in 1990. Prior to joining the firm, he was with Manulife Asset Management/John Hancock Investments where he was Managing Director and Portfolio Manager from 2005 to 2014. Chris also held the position of Principal, Portfolio Manager/Security Analyst at Turner Investments, L.P from 1998 to 2005, where he worked on the large cap team and managed a financial services fund. Earlier in his career, Chris held positions at Miller Anderson & Sherrerd and The Vanguard Group.
Chris earned a B.S. in Business Administration with Finance concentration from Villanova University in 1989 and an M.B.A. with Investment Management concentration from Drexel University in 1995. Chris is a CFA Charterholder and a member of the CFA Institute and CFA Society of Philadelphia.
Tom is a Principal at 1919 Investment Counsel, LLC. His primary responsibility is as an Equity Research Analyst covering the Information Technology sector including semiconductors, communications equipment, storage, handsets and related industries.
Tom joined the firm in 2006 after working six years at a closed-end mutual fund in New York City. Before that, Tom was a scientist at Sandia National Laboratories working on silicon micromachining technology.
Tom earned a B.S. in Physics, an M.S. in Electrical Engineering from Rensselaer Polytechnic Institute, and a PhD in Electrical Engineering from the Georgia Institute of Technology.
He is the recipient of four US Patents, one for developing a novel Solar Cell processing technology and three in the field of Micro Electro Mechanical Systems (MEMS). Tom has authored over 22 technical publications in the semiconductor field related to MEMS, Solar Energy, and Compound Semiconductors. He also has taught technical short courses, presented original research and consulted in various technical fields. He is a member of the Institute of Electrical and Electronics Engineers (IEEE) and is a CFA charterholder.
Todd is a Principal at 1919 Investment Counsel, LLC. His primary responsibility is as an Equity Research Analyst covering the following industries: textiles, apparel & luxury goods manufacturers, automobiles and auto components, aerospace & defense, all industries in the consumer staples sector, multiline retail, specialty retail, containers & packaging, paper & forest products, building products, household durables, and distributors.
Todd entered the Financial Services Industry in 1990. Prior to joining the firm, he had been with PNC Advisors as Vice President from April 2004 until July 2006. Todd also held the position of Equity Research Analyst with Morgan Stanley Investment Management from April 1998 until September 2003, and held various positions with Dean Witter Inter Capital from September 1990 until April 1998.
Todd earned a B.A. in Economics from S.U.N.Y. Albany in 1990 and an M.B.A. from Pace University in 1998. Todd is a CFA charterholder.
Robert is a Vice President at 1919 Investment Counsel, LLC. His primary responsibility is as the Municipal Credit Analyst for the firm’s separately managed municipal fixed income portfolios as well as the municipal credit research on the 1919 Maryland Tax-Free Income Fund. He also provides analysis and expertise through special research projects related to the Municipal Finance Industry and is a member of the Fixed Income Committee.
Robert entered the Financial Services Industry in 1998. He began his career as an analyst for local government bonds at Moody’s Investors Service and later was an assistant Vice President at Dexia Credit Local’s New York branch in their public finance division. Prior to joining the firm, he was a Vice President at Citigroup in their Global Credit Center – Municipals group.
Robert is active in fundraising and event planning efforts for the Blind Industries and Services of Maryland (BISM) a non-profit corporation located in Baltimore that offers rehabilitation programs, employment opportunities, and services for blind and low vision people. He also serves as Vice President of Municipal Bond Club of Baltimore. Rob serves as a member on the Board of Governors for the Anneslie Community Association and Editor of the Anneslie Times here in Baltimore.
Robert earned his B.A. from Albion College (Michigan) and M.S. from the New School University’s Milano School of International Affairs, Management and Urban Policy located in New York.