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Robert Huesman
Analyst-Equity bei 1919 Investment Counsel LLC
Profil
Mr. Robert P.
Huesman, CFA MBA, is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
His primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments, and institutional clients.
He works with clients and prospects in providing customized financial planning solutions.
In addition, he is a Social Research Analyst conducting research on corporate responsibility.
He is a member of the firm’s Third Party Committee.
Mr. Huesman entered the financial services industry in 2007 when he joined the firm.
He received his B.S.
in Business Administration from the College of Mount Saint Joseph.
He also earned his M.B.A.
at Xavier University and is a Certified Financial Planner professional.
He is a member the Social Investment Research Analyst Network (SIRAN) and Interfaith Center on Corporate Responsibility (ICCR) and regularly participates in meetings for both membership groups.
He is also a member of the College of Mount Saint Joseph’s Business Advisory Council, which advises the college’s business department on emerging trends in business.
Aktive Positionen von Robert Huesman
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. | Analyst-Equity | 01.05.2007 |
Ausbildung von Robert Huesman
Xavier University | Masters Business Admin |
Mount St. Joseph University | Undergraduate Degree |
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 |