#USA #New York #Portfolio Management #1919 Investment Counsel #Stifel Financial

Significant Expansions at 1919 Investment Counsel in New York

In a remarkable move to solidify its portfolio management capabilities, 1919 Investment Counsel has announced the recruitment of two highly experienced professionals, Philip G. Bickel and Josefa A. Palma. Both are set to step into the pivotal roles of Principals and Portfolio Managers based in the New York office. This strategic addition is anticipated to bolster the firm’s existing capabilities in delivering tailored investment strategies to their diverse clientele, which includes individuals, families, foundations, and endowments.

New Talent Bringing Expertise

Philip G. Bickel joins 1919 with an impressive background, having accrued over 14 years in investment management and client advisory roles. His most recent position as Senior Vice President at Fiera Capital involved managing investment portfolios for high-net-worth individuals and ultra-high-net-worth clients. Philip also spearheaded the US Private Wealth Asset Allocation Committee, emphasizing his leadership and strategic planning skills. His experience at Wilmington Trust, where he held various roles—including that of Vice President and Institutional Portfolio Manager—has further honed his capability to cater to unique client needs with precision.

Josefa A. Palma similarly comes with over a decade of rich experience in investment management and capital markets. Previously serving at Fiera Capital as Senior Vice President where she managed client portfolios for affluent individuals and families, Josefa has proven her ability to navigate complex investment landscapes. Her leadership experience in co-chairing the Global Equity Fund Strategy Investment Committee showcases her commitment to driving strategic initiatives.

Commitment to Client-Focused Advisory

In their new roles, both Philip and Josefa will focus on understanding and aligning investment portfolios with the specific, long-term objectives of clients. Their commitment to fostering relatable, sincere dialogues with clients aims to create a foundation of trust and build resources to guide investment decisions sustainably.

Paul Benziger, Managing Director and Head of the New York Office at 1919, expressed excitement over these additions, stating, “We are thrilled to welcome Phil and Josefa to 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.” This ethos underlines the firm’s longstanding tradition of strong client relationships, especially significant as the firm continues to evolve and expand its services.

Firm's Strong Performance and Client Base

As of the end of 2025, 1919 manages approximately $26 billion in assets, which notably includes about $3.2 billion committed to responsible investing strategies. The firm’s diverse clientele spans individuals and families, charitable organizations, and educational institutions, demonstrating its versatility and reliability across various sectors.

Founded in 1919, 1919 has cultivated a reputation for delivering personalized services backed by strong financial expertise. It is regularly acknowledged as one of the foremost investment advisory firms in the country, with accolades from esteemed publications such as Barron’s, Forbes, and Financial Advisor Magazine.

Through their commitment to excellence and personalized service, 1919 Investment Counsel continues to attract top talent and foster client relationships built on trust and effectiveness.

For more information on 1919 Investment Counsel, visit 1919ic.com.