1919 Investment Counsel Welcomes New Portfolio Managers
1919 Investment Counsel, LLC, a subsidiary of Stifel Financial Corp., is excited to announce that it has expanded its team in New York by hiring two accomplished professionals. Philip G. Bickel, CFA, and Josefa A. Palma are joining as Principals and Portfolio Managers. Their addition signifies a strategic move to enhance investment management services offered to clients.
New Team Leaders with Extensive Experience
Philip and Josefa will play key roles in delivering specialized investment counsel to individuals, families, foundations, and endowments. Their expertise focuses on crafting investment portfolios aligned with the unique financial goals of each client.
Philip comes to 1919 with over 14 years of expertise in investment management and client advisory. Previously a Senior Vice President at Fiera Capital, he was instrumental in managing investment portfolios aimed at high-net-worth individuals, leading the US Private Wealth Asset Allocation Committee, and initiating the Next Gen initiative. His prior experience at Wilmington Trust solidified his skills in addressing the needs of institutional clients.
Josefa also boasts 14 years of experience in the sector. She held a Senior Vice President role at Fiera Capital, where she oversaw client portfolios for various clientele, including families and foundations. Her leadership in the Global Equity Fund Strategy Investment Committee showcases her analytical prowess and strategic insight. Her professional journey includes critical positions at leading financial institutions such as Bank of America Merrill Lynch and Credit Suisse.
Commitment to Client-Focused Investment Strategies
Paul Benziger, Managing Director and Head of the New York Office, expressed enthusiasm about the new hires. "We are thrilled to welcome Phil and Josefa to 1919," he shared. Their dedication to understanding client objectives aligns with the firm's long-standing commitment to providing personalized investment counsel. As 1919 continues to evolve, their contributions will undoubtedly enhance the firm's ability to assist clients in reaching their long-term financial goals.
As of the end of the previous year, 1919 manages approximately $26.0 billion in assets, with a notable $3.2 billion dedicated to responsible investing strategies. The firm’s client base includes families, corporations, foundations, and various nonprofit institutions, reflecting its diverse approach to investment management.
Legacy and Reputation in Investment Management
Founded in 1919, 1919 Investment Counsel has established a reputation for excellence and personalized service. The firm has garnered recognition as one of the leading registered investment advisory firms in the country, earning accolades from Barron's, Forbes, and Financial Advisor Magazine. This history illustrates a commitment to high-touch client services that meet evolving needs.
About 1919 Investment Counsel
As a registered investment advisor, 1919 stands by its mission to provide valuable investment counsel and insights for over a century. The firm’s commitment to helping clients achieve their financial aspirations is reflected in its extensive network across the United States, including offices in Birmingham, Cincinnati, New York, Philadelphia, San Francisco, and Vero Beach.
Frequently Asked Questions
What positions are Philip G. Bickel and Josefa A. Palma taking at 1919 Investment Counsel?
Both Philip and Josefa are joining as Principals and Portfolio Managers, focusing on tailored investment strategies for clients.
What is the investment strategy focus of 1919 Investment Counsel?
The firm aims to deliver comprehensive investment counsel tailored to meet the unique long-term goals of individual clients, families, foundations, and endowments.
How much does 1919 Investment Counsel manage in assets?
As of the end of the previous year, 1919 manages approximately $26.0 billion in assets, including a significant portion dedicated to responsible investing.
What is the firm known for within the investment community?
1919 Investment Counsel is recognized for its high-touch, personalized client service and has received accolades from leading financial publications.
Where is 1919 Investment Counsel headquartered?
The firm is headquartered in Baltimore, Maryland, with additional offices across multiple locations in the United States.
