Ian McEneaney is a Client Advisor at 1919 Investment Counsel, where his primary focus is working with individuals, families, foundations, endowments, and non-profit organizations to understand their unique financial needs and to develop comprehensive financial solutions to help them achieve their financial goals. As part of the client development process, Ian takes a comprehensive approach in reviewing and assessing all aspects of a client’s financial situation to identify and implement the appropriate investment strategy as part of the firm’s broader wealth management services.
Ian works closely with the firm’s portfolio managers, financial planners, and client advisors in the areas of financial planning, investment strategy, estate planning, and risk management. Ian is responsible for new business development in the NY office and a member of the firm’s Third Party Committee.
Ian joined the firm from Cognolink ltd. (now ThirdBridge), where he was a Research Associate working with private equity firms and credit funds on due diligence within the investment process. Ian was also previously an intern at Legg Mason Investment Counsel (a predecessor firm). Ian graduated from Vanderbilt University with a B.A. in Political Science and a double minor in Corporate Strategy and Financial Economics.
Ian is a Level II CFA Candidate.