Julie G. Jackson

Portfolio Manager-Fixed Income at

1919 Investment Counsel LLC

Finance

Consumer Services

Profile

Ms. Julie G.
Jackson is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
In her role as a Portfolio Manager, Ms. Jackson works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel.
Her primary focus is on developing and managing investment portfolios that are tailored to each client’s unique long-term wealth and investment objectives.
She also serves as the editor of the firm’s quarterly Investment Review and Outlook.
Prior to joining Legg Mason Investment Counsel (a predecessor firm) in 2009, Ms. Jackson was a Senior Vice-President and Senior Portfolio Manager at U.S.
Trust Company working with high-net-worth clients.
She earned a B.A. in Economics from the University of Delaware and a Master’s degree in Economics from New York University.
She is a Trustee and finance committee member of the Montclair State University Foundation Board.

Julie G. Jackson active positions

Companies	Position	Start
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.	Portfolio Manager-Fixed Income	2008-12-31

All active positions of Julie G. Jackson

Former positions of Julie G. Jackson

Companies	Position	End
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Corporate Officer/Principal	2008-12-30

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Private companies	4
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
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Delaware University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Finance