Amanda E. Agati
Plus aucun poste en cours
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 |
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PNC Advisors, NA (Boston, Massachusetts) | Corporate Officer/Principal | - |
LEGG MASON, INC. | Corporate Officer/Principal | - |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Analyst-Equity | - |
Formation de Amanda E. Agati
The Pennsylvania State University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 3 |
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Legg Mason, Inc.
Legg Mason, Inc. Investment ManagersFinance Legg Mason, Inc. is a holding company. It engages in the provision of investment management and related products and services to institutional and individual clients, company-sponsored mutual funds, and other investment vehicles. The company was founded in 1981 and is headquartered in Baltimore, MD. | Finance |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
PNC Advisors, NA (Boston, Massachusetts) | Finance |