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Merrie Mowen
Portföljförvaltare-Aktier på
1919 Investment Counsel LLC
Profil
Ms. Meredith A. Mowen, CFA MBA, is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
In her role as a Portfolio Manager, she works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel.
Her primary focus is on developing and managing investment portfolios that are tailored to each client’s unique long-term wealth and investment objectives.
Ms. Mowen is also a member of the Executive Committee, Operating Committee, and Equity Strategy Working Group.
Prior to joining Legg Mason Trust (a predecessor of firm), Ms. Mowen was a Vice President and Portfolio Manager at Mercantile-Safe Deposit & Trust Company, now PNC.
She earned B.S.
degrees from Springfield College and Villa Julie College (now Stevenson University).
She received her M.B.A. from Johns Hopkins University’s Carey Business School and is a member of the CFA Institute.
Aktiva positioner av Merrie Mowen
| Företag | Position | Start |
|---|---|---|
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. | Portföljförvaltare-Aktier | 2005-01-01 |
Tidigare kända positioner av Merrie Mowen
| Företag | Position | Slut |
|---|---|---|
Mercantile-Safe Deposit & Trust Co.
 Mercantile-Safe Deposit & Trust Co. Regional BanksFinance MSDT adheres to a risk control discipline throughout the complete capital markets cycle. They concentrate on earning strong positive returns which tend to be around the median in the context of relative performance comparisons. They are primarily a large-cap GARP investor. | Portföljförvaltare-Aktier | - |
Merrie Mowens utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
75
Första gradens relationer
5
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 5 |
|---|---|
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 |
Mercantile-Safe Deposit & Trust Co.
Mercantile-Safe Deposit & Trust Co. Regional BanksFinance MSDT adheres to a risk control discipline throughout the complete capital markets cycle. They concentrate on earning strong positive returns which tend to be around the median in the context of relative performance comparisons. They are primarily a large-cap GARP investor. | Finance |
The Johns Hopkins University
 The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Springfield College
 Springfield College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stevenson University
 Stevenson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
