Amy A. LaGuardia
Profile
Ms. Amy A.
LaGuardia, CFA, is a Portfolio Manager at Legg Mason Investment Counsel LLC.
She is a Managing Director at Legg Mason Investment Counsel.
Her primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients.
She is also responsible for the Multi-Cap Core Equity Strategy and the Legg Mason Investment Counsel Financial Services Fund, a mutual fund she co-founded in 1998.
Ms. LaGuardia entered the Financial Services Industry in 1979 and joined Legg Mason Investment Counsel in 2010.
Previously, she was Senior Vice President at Barrett Associates as a member of The Seifert Group where her responsibilities included portfolio management, research coverage of financial services companies and management of The Seifert Group’s research team.
Prior to that she was Senior Vice President and Co-Investment Officer at Gray, Seifert & Co., Inc. where she worked for 19 years.
Both Gray, Seifert and Co., and Barrett Associates were wholly owned subsidiaries of Legg Mason.
Ms. LaGuardia earned a B.A.
from University of Buffalo.
She is a member of the New York Society of Security Analysts is a CFA charterholder.
Former positions of Amy A. LaGuardia
Companies | Position | End |
---|---|---|
Barrett Associates, Inc.
Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team | Analyst-Equity | 2009-12-30 |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Portfolio Manager-Equities | - |
The Seifert Group | Director of Research - Equity | 2002-12-30 |
Training of Amy A. LaGuardia
State University of New York at Buffalo | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 3 |
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Barrett Associates, Inc.
Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team | Finance |
The Seifert Group | Finance |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
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