1919 Investment Counsel Expands Portfolio Management Team in New York with Key Hires
1919 Investment Counsel Expands Portfolio Management Team in New York with Key Hires |
| [21-January-2026] |
NEW YORK, Jan. 21, 2026 /PRNewswire/ -- 1919 Investment Counsel, LLC ("1919"), a subsidiary of Stifel Financial Corp. ("Stifel"), is pleased to announce the hiring of Philip G. Bickel, CFA, and Josefa A. Palma, both as Principals, Portfolio Managers, in the New York office.
In their roles as Portfolio Managers, Philip and Josefa will work with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Their primary focus will be on developing and managing investment portfolios that are tailored to each client's unique long-term wealth and investment objectives. Philip brings over 14 years of experience in investment management and client advisory, specializing in customized portfolio solutions for high-net-worth and institutional clients. Most recently, Philip served as Senior Vice President, Investment Counselor, at Fiera Capital, where he managed investment portfolios for high-net-worth and ultra-high-net-worth individuals. He also led the US Private Wealth Asset Allocation Committee and launched its Next Gen initiative. Earlier in his career, Philip held various positions at Wilmington Trust, most recently serving as Vice President โ Institutional Portfolio Manager. Josefa brings over 14 years of experience in investment management, client advisory, and capital markets. Most recently, Josefa served as Senior Vice President, Investment Counselor, at Fiera Capital, where she managed client portfolios for high-net worth and ultra-high-net worth individuals, families, and foundations. She also co-chaired the Global Equity Fund Strategy Investment Committee and played a key role in developing the firm's U.S. Private Wealth platform. Earlier in her career, Josefa held positions at Bank of America Merrill Lynch, Credit Suisse Securities (USA) LLC, and Legal & General Investment Management America. "We are thrilled to welcome Phil and Josefa to 1919," said Paul Benziger, Managing Director, Portfolio Manager, and Head of the New York Office of 1919. "Their depth of experience and commitment to understanding clients' unique goals align perfectly with our mission of delivering counsel built on conversation and trust. As our firm continues to grow, we look forward to the perspective and value they will bring in helping clients achieve their long-term objectives." As of December 31, 2025, 1919 manages approximately $26.0 billion in assets, including $3.2 billion in responsible investing strategies. The firm serves a diverse client base, including individuals and families, corporations, foundations, charitable trusts, and educational and other nonprofit institutions. 1919 has built a reputation for delivering a high-touch, personalized client experience since the founding of its legacy firm, Scudder Stevens & Clark, in 1919. The firm has been consistently recognized as one of the nation's top registered investment advisory firms by Barron's, Forbes, and Financial Advisor Magazine. About 1919 Investment Counsel: About Stifel: Media Contacts: Kat Weber MM-00002214
SOURCE 1919 Investment Counsel, LLC | ||
Company Codes: NYSE:SF |
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