1919 Investment Counsel, LLC

John Roberson is a financial advisor at 1919 Investment Counsel, LLC with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and family office services, employing a core and satellite investment approach with a focus on liquid mid- and large-cap equities and investment-grade fixed income.

John Reilly is a CFA® charterholder currently with 1919 Investment Counsel, LLC in Philadelphia, PA. He has 14 years of industry experience and has been with 1919 Investment Counsel since 2005. 1919 Investment Counsel manages approximately $23.9 billion for individual and institutional clients, offering discretionary and non-discretionary portfolio management along with financial planning and family office services. The firm employs a core and satellite investment approach, focusing on customized portfolios across various asset classes and strategies, and operates as a wholly owned subsidiary of Stifel Financial Corp.

Michael Mcandrew is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD. He has been with 1919 Investment Counsel since 2014. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for individual and institutional clients. The firm focuses on customized portfolio management emphasizing liquid mid- and large-cap equities and investment-grade fixed income, employing a core and satellite approach and offering a broad range of strategies including SRI/ESG and alternative investments.

Jennifer Evans is a financial advisor at 1919 Investment Counsel, LLC with 11 years of experience at the firm and a total of 13 years in the industry. She holds a Series 65 designation and is based in Birmingham, Alabama. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for a range of individual and institutional clients. The firm offers customized portfolio management, financial planning, and family office services, using a core and satellite investment approach focused on liquid mid- and large-cap equities and investment-grade fixed income.

Elizabeth Walton is a financial advisor at 1919 Investment Counsel, LLC with 34 years of industry experience. She has been with 1919 Investment Counsel since 2005. Walton holds Series 63 and Series 65 licenses. 1919 Investment Counsel manages approximately $23.9 billion for a diverse client base including individuals, high-net-worth clients, and institutional entities such as endowments, foundations, and pension plans. The firm offers discretionary and non-discretionary portfolio management with a focus on customized portfolios, employing a “core and satellite” investment approach across a range of strategies including SRI/ESG, balanced, equity, fixed income, private investments, and alternatives.

Robert Huesman is a CFP® with 10 years of experience, currently serving as a financial advisor at 1919 Investment Counsel, LLC since 2007. He is based in Cincinnati, OH. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, corporations, and trusts. The firm offers discretionary and non-discretionary portfolio management with a focus on customized portfolios, employing a core and satellite investment approach across a broad range of strategies including SRI/ESG, balanced, equity, fixed income, private investments, and alternatives.

Richard Marrone is a financial advisor with 15 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds the Series 66 designation and has worked at Washington Crossing Advisors LLC, Ziegler Capital Management, and Stifel Nicolaus & Co. Inc. He is based in Charlotte, NC. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for individual and institutional clients. The firm offers discretionary and non-discretionary portfolio management with a focus on customized portfolios, employing a core and satellite approach across various asset classes and strategies.

James O'Connor is a CFP®, CFA®, and Series 63-licensed financial advisor with 10 years of industry experience. He has worked at 1919 Investment Counsel, LLC since 2018, following roles at Rand & Associates and ArrowMark. Based in San Francisco, he is part of a team of 53 advisors at 1919 Investment Counsel. 1919 Investment Counsel manages approximately $23.9 billion for a diverse client base including individuals, high-net-worth clients, and institutions such as endowments and pension plans. The firm offers customized portfolio management using a core and satellite investment approach, alongside financial planning and family office services.

Elizabeth Juson is a financial advisor at 1919 Investment Counsel, LLC with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel manages approximately $23.9 billion for individual and institutional clients, offering discretionary and non-discretionary portfolio management along with financial planning, family office services, and philanthropic planning. The firm employs a core and satellite investment approach with a focus on liquid mid- and large-cap equities and investment-grade fixed income, and operates as a wholly owned subsidiary of Stifel Financial Corp.

Elana Brutman is a financial advisor at 1919 Investment Counsel, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at 1919 Investment Counsel since 2018, following six years at Rand & Associates. 1919 Investment Counsel manages approximately $23.9 billion for individual and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial planning, family office services, and philanthropic planning. The firm employs a core and satellite investment approach, focusing on customized portfolios with liquid mid- and large-cap equities and investment-grade fixed income, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Paul Benziger Jr. is a financial advisor with 36 years of industry experience, currently serving at 1919 Investment Counsel, LLC since 2005. He holds the Series 63 and Series 65 designations and is based in New York, NY. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and acts as investment manager to registered mutual funds, employing a core and satellite investment approach focused on mid- and large-cap equities and investment-grade fixed income.

Robert Pierce is a financial advisor at 1919 Investment Counsel, LLC with 25 years of industry experience. He has worked at 1919 Investment Counsel since 2006 and holds the Series 63 designation. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for individual and institutional clients, including endowments, foundations, pension plans, corporations, trusts, and charitable organizations. The firm employs a core and satellite investment approach, focusing on customized portfolios with liquid mid- and large-cap equities and investment-grade fixed income, and offers a broad range of strategies alongside complementary financial planning and family office services.

Benjamin Slaughter is a financial advisor with 11 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds Series 63 and Series 65 licenses and previously worked at The Trust Company of Sterne Agee, Inc. from 2011 to 2016. 1919 Investment Counsel manages approximately $23.9 billion for individual and institutional clients, offering discretionary and non-discretionary portfolio management along with services such as financial planning and family office support. The firm employs a customized investment approach focused on liquid mid- and large-cap equities, investment-grade fixed income, and a core and satellite strategy using third-party managers.

Braxton Comer is a financial advisor at 1919 Investment Counsel, LLC in Birmingham, AL, holding Series 63 and Series 65 designations. He joined 1919 Investment Counsel in 2025 after practicing law for sixteen years at Braxton Comer Law Firm. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for a diverse client base including individuals, institutions, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a focus on customized portfolios, employing a core and satellite investment approach across a broad range of strategies.

John Haas is a financial advisor at 1919 Investment Counsel, LLC with three years of industry experience. He holds a Series 65 designation and has been with 1919 Investment Counsel since 2020. Prior to joining the firm, he worked at Ralph Lauren from 2014 to 2017 and was affiliated with Florida State University between 2015 and 2020. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for individual and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and acts as investment manager to registered mutual funds, employing a core and satellite investment approach across a broad range of strategies.