Profil
Ms. Amanda E.
Agati, CFA, is Equity Research Analyst at 1919 Investment Counsel LLC (fka Legg Mason Investment Counsel LLC).
Her primary responsibility is as an Equity Research Analyst, covering a wide variety of industries across the Materials, Industrials, Consumer and Utilities sectors.
She is part of a working group including members of equity research and our Socially Responsive Investing group focusing on environment, social, and governance issues.
Prior to joining 1919 Investment, Ms. Agati entered the financial services industry in 2001.
She began her career with Legg Mason as an Investment Banking Analyst in 2001, which involved analyzing and valuing securities for public offerings, and researching targeted acquisitions for corporate clients.
Her responsibilities included analysis of markets and industries, full-scale company valuations, and descriptive memoranda.
She spent the next three years with PNC Advisors, initially as an Associate Investment Advisor responsible for portfolio management of high-net-worth client assets.
She ultimately transferred to the PNC Equity Research Dept.
in the role of Equity Research Associate, in which she made active large- and mid-cap stock recommendations with the Utilities, Consumer Discretionary, and Industrial sectors.
Ms. Agati received her B.S.
in Finance with a minor in Economics from Penn State University's Schreyer Honors College.
She is a CFA charterholder and belongs to the CFA Society of Philadelphia and the Philadelphia Securities Association.
Anciens postes connus de Amanda E. Agati
| Sociétés | Poste | Fin |
|---|---|---|
PNC Advisors, NA (Boston, Massachusetts)
PNC Advisors, NA (Boston, Massachusetts) Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
| LEGG MASON, INC. | 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. | Analyst-Equity | - |
Formation de Amanda E. Agati
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Legg Mason, Inc.
Legg Mason, Inc. Investment ManagersFinance Provides investment and asset management services | 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 |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PNC Advisors, NA (Boston, Massachusetts)
PNC Advisors, NA (Boston, Massachusetts) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
















