Ron Bates

Gestore di Portafoglio-Azioni presso 1919 Investment Counsel LLC

Finance

Consumer Services

Profilo

Mr. Ronald T.
Bates is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
He is a member of the Executive Committee and the Director of the Cincinnati office.
As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments, and institutional clients.
In addition, Mr. Bates serves as the Director of the Socially Responsive Investment Department.
Mr. Bates entered the financial services industry in 1984.
He joined Scudder, Stevens and Clark (a predecessor firm) in 1997.
Previous to joining the firm he was the Director of Portfolio Management within the Trust Company of a major bank.
He graduated with a Bachelor's degree majors in Economics and Political Science from Hope College.

Posizioni attive di Ron Bates

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

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Precedenti posizioni note di Ron Bates

Società	Posizione	Fine
Scudder Stevens & Clark Inc	Corporate Officer/Principal	-
Argent Trust Co. (Texas) Argent Trust Co. (Texas) Regional BanksFinance Founded in 1997, Argent Trust Co. is a limited purpose bank headquartered in San Antonio, Texas. The bank is a subsidiary of Argent Financial Group, Inc.	Corporate Officer/Principal	-

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Formazione di Ron Bates

Hope College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Uomo

Donna

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Società collegate

Aziende private	3
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
Argent Trust Co. (Texas) Argent Trust Co. (Texas) Regional BanksFinance Founded in 1997, Argent Trust Co. is a limited purpose bank headquartered in San Antonio, Texas. The bank is a subsidiary of Argent Financial Group, Inc.	Finance

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