Bettina Walton
Portefeuillebeheerder-Aandelen bij 1919 Investment Counsel LLC
Profiel
Ms. Elizabeth B.
Walton, CFA MBA, is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
Her primary responsibility is portfolio construction and management for individuals, families, foundations, and endowments.
Ms. Walton entered the financial services industry when she joined Scudder, Stevens & Clark (a predecessor firm) in 1979.
Prior to that, she pursued her interests in classical radio and fine arts.
She earned a B.A.
from Vassar College and an M.B.A.
from the Anderson School of Management, UCLA.
She is a CFA charter holder.
Actieve functies van Bettina Walton
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-2005 |
Eerdere bekende functies van Bettina Walton
| Bedrijven | Functie | Einde |
|---|---|---|
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | 31-12-2004 |
Opleiding van Bettina Walton
| Vassar College | Undergraduate Degree |
| Anderson School of Management | Masters Business Admin |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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 |
| Scudder Stevens & Clark Inc | Finance |
