Julie G. Jackson
Portfolio Manager-Fixed Income bij 1919 Investment Counsel LLC
Profiel
Ms. Julie G.
Jackson is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
As a Portfolio Manager, her primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients.
She is the head of the Third Party Committee and the Fixed Income Group and the editor of the firm’s quarterly Investment Review and Outlook.
Prior to joining Legg Mason Investment Counsel (a predecessor firm) in 2009, Ms. Jackson was a Senior Vice-President and Senior Portfolio Manager at U.S.
Trust Company working with high-net-worth clients.
She earned a B.A.
in Economics from the University of Delaware and a Master’s degree in Economics from New York University.
She is a Trustee and finance committee member of the Montclair State University Foundation Board.
Actieve functies van Julie G. Jackson
| 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. | Portfolio Manager-Fixed Income | 01-01-2009 |
Eerdere bekende functies van Julie G. Jackson
| Bedrijven | Functie | Einde |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 31-12-2008 |
Opleiding van Julie G. Jackson
| University of Delaware | Undergraduate Degree |
| New York University | Graduate Degree |
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| 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 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |