Sonia is a Portfolio Administrator at 1919Investment Counsel, LLC. Her primary responsibility is to provide professional account service to high-net-worth and institutional clients. She is the liaison between clients and their custodians, attorneys, accountants, and estate and tax advisors. In addition, Sonia is involved with the Client Experience Task Force.
Sonia entered the Financial Services Industry in 1977. Prior to joining 1919 Investment Counsel, LLC in 2010, Sonia was Vice President of Account Administration at Legg Mason Inc. affiliates Barrett Associates, Inc. and Gray, Seifert, Inc., and an Account Administrator at Bessemer Trust Company, NA. Sonia received her B.B.A. in Finance and Economics from Pace University.