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Andrew Jerome Rand
Gestore di Portafoglio-Azioni presso 1919 Investment Counsel LLC
Profilo
Mr. Andrew J.
Rand, CFA MBA, is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
He is head of the San Francisco office.
He has more than 20 years of experience in the financial services industry, working with individuals, families, foundations, endowments and institutional clients with complex financial needs.
Before joining 1919 Investment Counsel, Mr. Rand was Founder and Managing Director of Rand & Associates, an independent Registered Investment Advisory firm.
Prior to this, he was a First Vice President at Howe Barnes Hoefer & Arnett, Inc. He also served as a Director of Deutsche Bank’s Private Wealth Management division, formerly Scudder Private Investment Counsel.
Earlier in his career, Mr. Rand managed the San Francisco office of Bainco International Investors, providing clients with investment management and financial planning services.
He began his career as a Certified Public Accountant and also founded Silver Pen Publishing, a niche publishing company in Seattle, WA.
He received both his BA and his MBA from the University of Washington.
He holds the professional designations of Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) and is an active member of the CFA Society of San Francisco and the Financial Planning Association of San Francisco.
Posizioni attive di Andrew Jerome Rand
Società | Posizione | Inizio |
---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/10/2018 |
Precedenti posizioni note di Andrew Jerome Rand
Società | Posizione | Fine |
---|---|---|
Rand Wealth LLC
![]() Rand Wealth LLC Investment ManagersFinance Rand Wealth LLC provides investment advisory services. The firm offers financial planning and wealth management services. It provides its services to individuals, high net worth individuals, families, retirees, pension and profit sharing plans, charitable organizations, corporations, and other institutional clients. The company is headquartered in in San Francisco, CA. | Amministratore Delegato | 01/09/2018 |
Howe Barnes Capital Management, Inc.
![]() Howe Barnes Capital Management, Inc. Investment ManagersFinance Howe Barnes Capital Management, Inc. is a broker/investment bank asset manager located in Chicago. They are a subsidiary of Howe Barnes Hoefer & Arnett | Gestore di Portafoglio-Azioni | 31/03/2011 |
Formazione di Andrew Jerome Rand
University of Washington | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Howe Barnes Capital Management, Inc.
![]() Howe Barnes Capital Management, Inc. Investment ManagersFinance Howe Barnes Capital Management, Inc. is a broker/investment bank asset manager located in Chicago. They are a subsidiary of Howe Barnes Hoefer & Arnett | Finance |
Rand Wealth LLC
![]() Rand Wealth LLC Investment ManagersFinance Rand Wealth LLC provides investment advisory services. The firm offers financial planning and wealth management services. It provides its services to individuals, high net worth individuals, families, retirees, pension and profit sharing plans, charitable organizations, corporations, and other institutional clients. The company is headquartered in in San Francisco, CA. | 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 |
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