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Michael Louis Masterson
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Perfil
Mr. Michael L.
Masterson, CFA MBA, is a Portfolio Manager at 1919 Investment Counsel LLC.
He is also a Principal at the firm and his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments, and institutional clients.
He entered the Financial Services Industry in 1993.
Previous to joining Legg Mason Investment Counsel (a predecessor firm), Mr. Masterson served as the Chief Investment Officer for the Goldman Sachs Trust Company where he had responsibility for overseeing all aspects of fiduciary asset management, chaired the Investment Policy Committee, and also served as the Chief Investment Officer for the Goldman Sachs Philanthropy Fund.
He received his B.S.
degree from Cornell University, his M.B.A.
from Wright State University and his J.D.
from the University of Baltimore.
He is a CFA charterholder and holds the Certified Trust and Financial Advisor (CTFA) designation awarded by the American Bankers Association.
Michael is a member of the CFA Institute, New York Society of Security Analysts, American Bankers Association, American Bar Association, and New York State Bar Association.
Antiguos cargos conocidos de Michael Louis Masterson.
Empresas | Cargo | Fin |
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Goldman Sachs Trust | Corporate Officer/Principal | - |
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. | Gestor de Cartera-Acciones | - |
Formación de Michael Louis Masterson.
Cornell University | Undergraduate Degree |
Wright State University (Ohio) | Masters Business Admin |
University of Baltimore | Graduate Degree |
Experiencias
Funciones ocupadas
Activas
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Empresas cotizadas
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Empresas relacionadas
Empresas privadas | 2 |
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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. | Finance |
Goldman Sachs Trust | Finance |
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