Profil
Mr. Michael Widner is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
In his role as a Portfolio Manager, he works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel.
His primary focus is on developing and managing investment portfolios that are tailored to each client’s unique long-term wealth and investment objectives.
Mr. Widner entered the financial services industry in 2005.
Before joining the firm, he worked at Legg Mason, Keefe, Bruyette & Woods, and Stifel Nicolaus advising institutional clients.
Prior to that, he was a Director of Strategy for Capital One and a Manager with the Boston Consulting Group.
He also worked as an electrical engineer at United Technologies and Bell Laboratories.
He graduated from the University of Virginia with a B.S.
in Electrical Engineering and earned his M.B.A. in Finance and Economics from the University of Chicago.
Postes actifs de Michael Widner
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Michael Widner
| Sociétés | Poste | Fin |
|---|---|---|
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/01/2016 |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
| CAPITAL ONE FINANCIAL CORPORATION | Corporate Officer/Principal | - |
The Boston Consulting Group, Inc.
The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Corporate Officer/Principal | - |
Hamilton Standard
Hamilton Standard Aerospace & DefenseElectronic Technology Manufactures and sells engines, helicopters, elevators, and heating and A/C systems | Corporate Officer/Principal | 31/07/1994 |
Formation de Michael Widner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Capital One Financial Corp.
Capital One Financial Corp. Major BanksFinance Operates as a holding company whose subsidiaries provides credit cards, consumer and commercial banking services | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Virginia
University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | 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 |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hamilton Standard
Hamilton Standard Aerospace & DefenseElectronic Technology Manufactures and sells engines, helicopters, elevators, and heating and A/C systems | Electronic Technology |
The Boston Consulting Group, Inc.
The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Commercial Services |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















