Profil
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.
Anciens postes connus de Michael Louis Masterson
| Sociétés | Poste | Fin |
|---|---|---|
Goldman Sachs Trust
Goldman Sachs Trust Financial ConglomeratesFinance Functions as an investment fund | Corporate Officer/Principal | - |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919ic is an active manager who seeks to maximize total return and minimize risk through their core investments capabilities of large- to mid-cap domestic equity and fixed income portfolios. The firm’s equity strategy focuses on high or improving quality stocks and employs a bottom-up approach. Their equity portfolio typically contains 30-60 individual stock holdings. Portfolio managers construct customized portfolios with the help of research analysts, based on client considerations. 1919ic utilizes a total rate of return, disciplined, relative value approach for their fixed income strategies. The duration and term-structure decisions are top-down while sector weighting decisions are bottom-up. | Gestionnaire de Portefeuille-Actions | - |
Formation de Michael Louis Masterson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Goldman Sachs Trust
Goldman Sachs Trust Financial ConglomeratesFinance Functions as an investment fund | Finance |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919ic is an active manager who seeks to maximize total return and minimize risk through their core investments capabilities of large- to mid-cap domestic equity and fixed income portfolios. The firm’s equity strategy focuses on high or improving quality stocks and employs a bottom-up approach. Their equity portfolio typically contains 30-60 individual stock holdings. Portfolio managers construct customized portfolios with the help of research analysts, based on client considerations. 1919ic utilizes a total rate of return, disciplined, relative value approach for their fixed income strategies. The duration and term-structure decisions are top-down while sector weighting decisions are bottom-up. | Finance |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Baltimore
University of Baltimore Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wright State University (Ohio)
Wright State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















