Bettina Walton
Gestore di Portafoglio-Azioni presso 1919 Investment Counsel LLC
Profilo
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.
Posizioni attive di Bettina Walton
| 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 | 01/01/2005 |
Precedenti posizioni note di Bettina Walton
| Società | Posizione | Fine |
|---|---|---|
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | 31/12/2004 |
Formazione di Bettina Walton
| Vassar College | Undergraduate Degree |
| Anderson School of Management | Masters Business Admin |
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 | 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 |
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- Bettina Walton
