Profil
Mr. Paul J.
Benziger is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
In his role as a Portfolio Manager, Mr. Benziger 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.
In addition, he serves as a member of the Executive Committee, Operating Committee, and Asset Allocation Strategy Group.
Mr. Benziger entered the Financial Services Industry in 1981.
He joined Scudder Stevens & Clark (a predecessor firm) in 1983, and he helped lead the sale of the Scudder Private Investment Counsel Group from Deutsche Bank to Legg Mason in 2005.
Prior to Scudder, Mr. Benziger worked for Brown Brothers Harriman.
He graduated from Middlebury College with a B.A. in Economics, and he is a CFA Charterholder.
Postes actifs de Paul Joseph Benziger
| 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 | 01/01/2005 |
Anciens postes connus de Paul Joseph Benziger
| Sociétés | Poste | Fin |
|---|---|---|
Scudder Stevens & Clark Inc
Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | Corporate Officer/Principal | - |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Paul Joseph Benziger
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Inactives
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Scudder Stevens & Clark Inc
Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | 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 |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Middlebury College
Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















