Leah Efken

Leah is a Social Research Analyst for the Socially Responsive Investing Department at 1919 Investment Counsel, LLC in the firm’s Cincinnati, OH office. She has been a member of the firm’s SRI Department since she entered the financial services industry in 2015. Her primary responsibilities include evaluating companies in the Healthcare, Financial Services, and Real Estate sectors, and analyzing relevant social, environmental, and responsible finance topics. Leah publishes comments on company reviews and also writes for the firm’s Social Research Reporter. She regularly participates in events and meetings related to corporate engagement through memberships in the Interfaith Center on Corporate Responsibility, Principles for Responsible Investment (UN PRI), and the Investors for Opioid Accountability (IOA). Leah is also a member of the SRI Committee at 1919 Investment Counsel.

Leah earned her H.B.A. in Philosophy, Politics, and the Public at Xavier University. She achieved the French professional certificate of conducting business affairs in French, certified by the Chamber of Commerce & Industry of the Paris/Île-de-France region, in 2015.

In her free time, Leah is a member of the Bellarmine Chapel Parish Worship Core Committee and is a regular volunteer with the University of Cincinnati Economics Center Student Enterprise Program (StEP) for elementary students. Leah also greatly enjoys traveling, attending local theater and symphony performances, and reading

 

Christopher Delpi, CFA

Christopher is a Principal at 1919 Investment Counsel, LLC. His primary responsibility is as an Equity Research Analyst covering the Healthcare Sector. Christopher has over 20 years of experience as a Research Analyst with 18 of those years following the Healthcare Sector. Prior to joining the firm, Christopher was a Partner at Philadelphia International Advisors from 2002-2015 where he was The Director of Research and a Research Analyst. Prior to Philadelphia International Advisors, he was a Vice President with The Glenmede Trust Company, following both the Healthcare and Consumer Staples Sectors. Christopher has also held positions at Mercantile Bank & Trust and M&T Bank

Christopher is a CFA charterholder and received an M.B.A. with a concentration in Finance from Loyola University. He also earned a B.S. in Business Administration with a concentration in Finance, minors in Economics and Psychology, from Towson University/College of Charleston.

Alison Bevilacqua

Alison is a Principal at 1919 Investment Counsel, LLC and the Head of Social Research. As a Social Research Analyst, she specializes in Corporate Responsibility and ESG research. Alison is a member of the 1919ic Proxy Committee.

Alison joined the Socially Responsive Investing team at Scudder, Stevens and Clark (a predecessor firm) in 1996. Previous to joining the firm she was on the staff of a multi-disciplinary university-based group pursuing development of an undergraduate business school curriculum that embraced sustainability.

Alison serves on the Governing Board of the Interfaith Center on Corporate Responsibility and the FTSE Russell ESG Advisory Committee. Alison regularly represents the firm at meetings of socially responsible investing-related organizations.

Alison is a graduate of the University of Arizona and the graduate studies program in Economics at Miami University of Ohio.

Shaya Berzon

Shaya is a Principal at 1919 Investment Counsel, LLC. His primary responsibility is as an Equity Research Analyst covering the following industries: energy and materials. In addition, he supports portfolio managers as they construct and manage client portfolios. Shaya participates in investment and equity strategy committee meetings.

Shaya entered the Financial Services Industry in 2003. He joined Legg Mason Investment Counsel (a predecessor firm) in 2006. Previously he was a CPA in public practice and an associate analyst in the equity research department at T. Rowe Price.

Shaya volunteers with several local community organizations and serves as a board member of BJSZ, a congregation in Northwest Baltimore serving over 300 local families.

Shaya holds an M.B.A. in Finance from Johns Hopkins University as well as a Bachelors and Masters in Talmudic Law from Ner Israel. He is a state of Maryland Certified Public Accountant (inactive).