Merrie Mowen
Gestionnaire de Portefeuille-Actions chez 1919 Investment Counsel LLC
Profil
Ms. Meredith A.
Mowen is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
She is the Director of the firm’s Baltimore, MD office.
Her primary responsibility is managing investment portfolio construction and monitoring her clients’ investments.
Ms. Mowen is a member of the firm’s Executive Committee responsible for developing and leading the firm’s strategic vision.
In addition, she Chairs the Global Equity Committee and serves on the Asset Allocation Committee.
She has more than 30 years of experience in financial services, working with individuals, families, foundations, endowments and institutional clients with complex financial needs.
Prior to joining Legg Mason Trust (a predecessor of 1919 Investment Counsel), Ms. Mowen was a Vice President and Portfolio Manager at Mercantile-Safe Deposit & Trust Company, now PNC.
She entered the financial services industry in 1986.
She received her B.S.
degrees from Springfield College and Villa Julie College (now Stevenson University) and her M.B.A.
from Johns Hopkins University – Carey Business School.
She is a member of the Chartered Financial Analyst (CFA) Institute and the Baltimore Security Analysts Society.
Postes actifs de Merrie Mowen
| Sociétés | Poste | Début |
|---|---|---|
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 their 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. | Gestionnaire de Portefeuille-Actions | 01/01/2005 |
Anciens postes connus de Merrie Mowen
| Sociétés | Poste | Fin |
|---|---|---|
Mercantile-Safe Deposit & Trust Co.
 Mercantile-Safe Deposit & Trust Co. Regional BanksFinance On March 10, 1864, the Maryland Legislature granted a charter incorporating the Safe Deposit Company as a secure repository for valuables, responding to concerns for the safety of Maryland's people and property in time of war. In 1876, the Safe Deposit was granted fiduciary powers and changed its name to Safe Deposit and Trust Company. This was the first corporate fiduciary in Maryland and one of the first in the nation. Mercantile Trust and Deposit merged with Safe Deposit and Trust Company in 1953 to form Mercantile-Safe Deposit and Trust Company (MSDT), which trades as Mercantile Bank & Trust. In 1969, Mercantile Bankshares Corporation (NASDAQ: MRKB) was organized as the first registered bank holding company in Maryland. With Mercantile Bank & Trust as its largest bank, Mercantile Bankshares began operations in September 1970. MSDT manages portfolios for individuals and institutions as well as the Mercantile family of mutual funds. | Gestionnaire de Portefeuille-Actions | - |
Formation de Merrie Mowen
| Springfield College | Undergraduate Degree |
| The Johns Hopkins University | Masters Business Admin |
| Stevenson University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 their 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 |
Mercantile-Safe Deposit & Trust Co.
Mercantile-Safe Deposit & Trust Co. Regional BanksFinance On March 10, 1864, the Maryland Legislature granted a charter incorporating the Safe Deposit Company as a secure repository for valuables, responding to concerns for the safety of Maryland's people and property in time of war. In 1876, the Safe Deposit was granted fiduciary powers and changed its name to Safe Deposit and Trust Company. This was the first corporate fiduciary in Maryland and one of the first in the nation. Mercantile Trust and Deposit merged with Safe Deposit and Trust Company in 1953 to form Mercantile-Safe Deposit and Trust Company (MSDT), which trades as Mercantile Bank & Trust. In 1969, Mercantile Bankshares Corporation (NASDAQ: MRKB) was organized as the first registered bank holding company in Maryland. With Mercantile Bank & Trust as its largest bank, Mercantile Bankshares began operations in September 1970. MSDT manages portfolios for individuals and institutions as well as the Mercantile family of mutual funds. | Finance |
