Robert Huesman
Analyst-Equity at 1919 Investment Counsel LLC
Profile
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.
Robert Huesman active positions
Companies | Position | Start |
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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 | 30/04/2007 |
Training of Robert Huesman
Xavier University | Masters Business Admin |
Mount St. Joseph University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
Private companies | 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 |
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