1919 Investment Counsel Appoints James Russell Sugg, Jr. as Senior Client Advisor
1919 Investment Counsel, a subsidiary of Stifel Financial Corp., has appointed James Russell Sugg, Jr. as Principal and Senior Client Advisor. Sugg, a licensed attorney with extensive experience in trust and wealth management from previous roles at Wachovia Trust and Sterne Agee, will focus on providing tailored investment solutions for individuals, families, foundations, and endowments. The appointment strengthens 1919's advisory capabilities by integrating legal expertise into its wealth management services. As of late September 2026, the firm manages approximately $27.4 billion in assets, including a significant $3.2 billion dedicated to responsible investing strategies.
Topics: Hiring Personnel Change Wealth Management