Steve Worobel
Directeur de la Recherche - Actions chez 1919 Investment Counsel LLC
Profil
Mr. Stephen W.
Worobel is a Managing Director, Portfolio Manager & Director of Equity Research at 1919 Investment Counsel LLC.
As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients.
In addition, he is the Head of the Equity Strategy Working Group.
Mr. Worobel entered the financial services industry in 1993 and joined Legg Mason Investment Counsel (a predecessor firm) in 2010.
Previously, he was an Equity Analyst at Legg Mason, Inc. affiliates, Barrett Associates, Inc. and Gray, Seifert & Co. Inc.
He received his B.A.
in Economics and Political Science from the University of Delaware and obtained a Master’s degree in Financial Economics from Fairleigh Dickinson University.
He is also a member of the New York Society of Security Analysts.
Postes actifs de Steve Worobel
| 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. | Directeur de la Recherche - Actions | 01/01/2010 |
Anciens postes connus de Steve Worobel
| Sociétés | Poste | Fin |
|---|---|---|
| The Seifert Group | Analyst-Equity | 31/12/2002 |
Barrett Associates, Inc.
 Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team | Analyst-Equity | 31/12/2009 |
Formation de Steve Worobel
| University of Delaware | Undergraduate Degree |
| Fairleigh Dickinson University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Barrett Associates, Inc.
Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team | Finance |
| The Seifert Group | Finance |
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 |
