Andrew Jerome Rand
Portefeuillebeheerder-Aandelen bij 1919 Investment Counsel LLC
Profiel
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.
Actieve functies van Andrew Jerome Rand
Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-10-2018 |
Eerdere bekende functies van Andrew Jerome Rand
Bedrijven | Functie | Einde |
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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. | Algemeen Directeur | 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 | Portefeuillebeheerder-Aandelen | 31-03-2011 |
Opleiding van Andrew Jerome Rand
University of Washington | Undergraduate Degree |
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Bedrijven in privébezit | 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 |