John Reilly
Gestionnaire de Portefeuille-Actions chez 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.
Postes actifs de John Reilly
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2005 |
Formation de John Reilly
| Lehigh University | Undergraduate Degree |
| Villanova University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |