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John Reilly
Portfolio Manager-Aktien bei 1919 Investment Counsel LLC
Profil
Mr. John V.
Reilly is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring for individuals and institutional clients.
He works with clients and prospects in providing customized investment solutions.
In addition, he is Secretary of the Asset Allocation Committee.
Mr. Reilly entered the financial services industry in 1998.
He joined Scudder Private Investment Counsel (a predecessor firm) in 2003.
Previous to joining the firm, he worked at Deutsche Bank Private Banking working with high-net-worth individuals.
He is a graduate of Lehigh University with a B.S.
in Finance and holds an M.B.A.
from Villanova University.
He is a CFA charter holder, and is a member of the CFA Institute and CFA Society of Philadelphia.
Aktive Positionen von John Reilly
Unternehmen | Position | Beginn |
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1919 Investment Counsel LLC
![]() 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Portfolio Manager-Aktien | 01.01.2005 |
Ausbildung von John Reilly
Lehigh University | Undergraduate Degree |
Villanova University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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1919 Investment Counsel LLC
![]() 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |