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About 1919 Investment Counsel

1919 Investment Counsel is an investment firm and subsidiary of Stifel Financial.

1919 Investment Counsel Headquarter Location

One South Street Suite 2500

Baltimore, Maryland, 21202,

United States

844-200-1919

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Latest 1919 Investment Counsel News

Stifel’s 1919 Investment Counsel Adds to Its Wealth Planning Team

Jan 14, 2019

| Source: Stifel Financial Corporation ST. LOUIS, Jan. 14, 2019 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that 1919 Investment Counsel, LLC (“1919”), its wholly-owned subsidiary and an SEC registered investment advisor, has hired Warwick M. Carter, Jr. to serve as a Senior Wealth Advisor. 1919 Investment Counsel, which has more than $12 billion in assets under management, provides comprehensive wealth management and investment counsel services to individuals, families, and institutions. Mr. Carter will be based in New York and will have a national role advising 1919’s clients. Harry O’Mealia, President and CEO of 1919, said “Our clients have complex lives and financial affairs. Our mission is to simplify things, provide clarity, and add as much value as possible. As we build out our capabilities in generational wealth planning, it is critical to have the right team in place. Warwick is a great fit for the firm, which has been giving independent and comprehensive financial advice to clients for 100 years.”  Mr. Carter has worked in the fields of taxation, estate planning, and trust law for more than 25 years. He has served as a Senior Trust Officer for J.P. Morgan Private Bank in New York and Washington, D.C. Later in his career, Mr. Carter was the National Head of Trusts and Estates at Fiduciary Trust Company International for nearly six years. He also launched a private consulting practice advising RIAs on trusts and estates matters and has practiced law in New York. 1919 offers a wide range of financial services, including managing equity and fixed income portfolios, partnering with accountants, estate and tax attorneys, and advising clients on estate planning, financial decision analysis, and charitable giving programs. The firm designs tailored portfolios that seek to balance each client’s income needs, growth objectives, and risk tolerances. “The addition of Warwick Carter to 1919’s platform greatly enhances our ability to deliver the 360-degree services our clients expect,” added Paul Benziger, Head of 1919’s New York office. “We are thrilled that he has joined our team.” Stifel Company Information Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; Century Securities Associates, Inc., and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com. Media Contact

1919 Investment Counsel Acquisitions

1 Acquisition

1919 Investment Counsel acquired 1 company. Their latest acquisition was Rand & Associates on October 02, 2018.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

10/2/2018

Acquired

2

Date

10/2/2018

Investment Stage

Companies

Valuation

Total Funding

Note

Acquired

Sources

2

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