1919 Investment Counsel Expands Senior Client Advisory Team
1919 Investment Counsel Expands Senior Client Advisory Team |
| [05-November-2026] |
BIRMINGHAM, Ala., Nov. 5, 2026 /PRNewswire/ -- 1919 Investment Counsel, LLC ("1919"), a subsidiary of Stifel Financial Corp. ("Stifel"), is pleased to announce the appointment of James Russell Sugg, Jr. as Principal, Senior Client Advisor. A licensed North Carolina attorney, Russell brings extensive experience across the legal, trust, and wealth management fields, with particular expertise in trusts and investment management. After 17 years practicing law, he transitioned into wealth management, serving as a Senior Trust Advisor at Wachovia Trust and later at Sterne Agee. His multidisciplinary background brings a valuable perspective to helping clients navigate complex financial needs and pursue their long-term goals.
"Russell brings a distinctive combination of legal, trust, and investment management experience that will be a tremendous asset to our clients and our team," said Hanson Slaughter, Managing Director and Head of the Birmingham office of 1919. "Just as importantly, his thoughtful, relationship-driven approach aligns closely with how we serve clients at 1919. We are very pleased to welcome him to the firm." In this role, Russell will work with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. He will focus on understanding each client's unique goals in order to develop and implement tailored solutions to meet their long-term wealth and investment objectives. Russell is based in North Carolina and is a member of the Birmingham team. "I'm thrilled to join 1919 and become part of a firm with such a strong commitment to personalized client service," said Russell Sugg. "My legal background allows me to approach each client's financial and planning needs from a unique perspective, taking into account not only how to build and preserve wealth, but also how to ultimately pass it on to the people and causes that matter most to them." As of September 30, 2026, 1919 manages approximately $27.4 billion in assets, including $3.2 billion in responsible investing strategies. The firm serves a diverse client base, including individuals and families, corporations, foundations, charitable trusts, and educational and other nonprofit institutions. 1919 has built a reputation for delivering a high-touch, personalized client experience since its founding in 1919. The firm has been recognized as one of the nation's top registered investment advisory firms by Barron's, Financial Advisor Magazine, and CNBC. About 1919 Investment Counsel: About Stifel: Media Contacts: Kat Weber
SOURCE 1919 Investment Counsel, LLC | ||
Company Codes: NYSE:SF |
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