Merrie Mowen

Portfolio Manager-Equities at

1919 Investment Counsel LLC

Consumer Services

Finance

Profile

Ms. Meredith A. Mowen, CFA MBA, is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
In her role as a Portfolio Manager, she 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.
Ms. Mowen is also a member of the Executive Committee, Operating Committee, and Equity Strategy Working Group.
Prior to joining Legg Mason Trust (a predecessor of firm), Ms. Mowen was a Vice President and Portfolio Manager at Mercantile-Safe Deposit & Trust Company, now PNC.
She earned B.S.
degrees from Springfield College and Villa Julie College (now Stevenson University).
She received her M.B.A. from Johns Hopkins University’s Carey Business School and is a member of the CFA Institute.

Merrie Mowen 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-Equities	01/01/2005

All active positions of Merrie Mowen

Former positions of Merrie Mowen

Companies	Position	End
Mercantile-Safe Deposit & Trust Co. Mercantile-Safe Deposit & Trust Co. Regional BanksFinance MSDT adheres to a risk control discipline throughout the complete capital markets cycle. They concentrate on earning strong positive returns which tend to be around the median in the context of relative performance comparisons. They are primarily a large-cap GARP investor.	Portfolio Manager-Equities	-

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Linked companies

Private companies	5
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
Mercantile-Safe Deposit & Trust Co. Mercantile-Safe Deposit & Trust Co. Regional BanksFinance MSDT adheres to a risk control discipline throughout the complete capital markets cycle. They concentrate on earning strong positive returns which tend to be around the median in the context of relative performance comparisons. They are primarily a large-cap GARP investor.	Finance
The Johns Hopkins University The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Springfield College Springfield College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stevenson University Stevenson University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services