Ron Bates
Portefeuillebeheerder-Aandelen bij 1919 Investment Counsel LLC
Profiel
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.
Actieve functies van Ron Bates
| Bedrijven | Functie | Begin |
|---|---|---|
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 | 01-01-2005 |
Eerdere bekende functies van Ron Bates
| Bedrijven | Functie | Einde |
|---|---|---|
| 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 | - |
Opleiding van Ron Bates
| Hope College | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
