Birmingham

Hanson is a Managing Director with 1919 Investment Counsel, head of the Birmingham office and a member of the firm’s Operating Committee. He has 25 years of experience in financial services, assisting individuals, families, philanthropic and corporate entities with complex financial needs. Hanson is active in client relationships as well as new business development efforts.

Hanson began his career in 1994 in New York as an investment banker in public finance. He returned to Birmingham in 2000, joining a boutique firm focused on investment management, municipal and corporate financial advisory work. Hanson initially managed Sterne Agee’s Public Finance Group in 2006, later forming its Family Office Group in 2011 as an addition to the firm’s existing wealth management platform. Hanson was President of The Trust Company of Sterne Agee, Inc. prior to its acquisition by Stifel Trust Company in 2015 and served on the boards of Sterne Agee Group, Inc. and Sterne, Agee & Leach, Inc.

Hanson is a Trustee and Chair of Development of The Jefferson Trust at the University of Virginia, Chair of Planned Giving and member of the Board of Governors of Indian Springs School in Birmingham, President of the Sterne Agee Charitable Foundation and the former Chairman of the Board of the Birmingham Botanical Gardens. He is also a Director of CommerceOne Bank in Birmingham and a member of the Rotary Club of Birmingham.

Hanson is a graduate of the University of Virginia (BS in Commerce, double major in Finance and Marketing) and he holds his MBA from Duke University.

Jennifer is a Principal with 1919 Investment Counsel, LLC focusing on client development and client experience. With 14 years of experience in wealth and estate management, trust and banking, Jennifer employs an integrated, consultative approach to client matters. Jennifer coordinates activities for 1919ic Birmingham with our firm's portfolio managers, financial planners and client advisors in the areas of financial planning, investment planning, estate planning, philanthropy, risk management and business succession planning.

Jennifer is active in many civic and community organizations and has been involved as a board member of the YWCA and Paul Harris Fellow of Sunrise Rotary of Birmingham for many years, a member of the Estate Council of Birmingham, and served in many roles at the United Way including the Legacy Cabinet and the Tocqueville Committee.

Jennifer earned a B.A. in English from The University of the South (Sewanee).

Ann is a Senior Advisor at 1919 Investment Counsel, LLC in the Birmingham office. Ann’s primary responsibility is the continuing development and oversight of the client service delivery platform as well as ongoing relationship management for investment and family office clients.

Ann entered the Financial Services industry in banking in 1980 upon graduating from the University of Alabama with a B.S. in Accounting. She joined the investment management field in 1986 upon completion of her Masters in Business Administration from Harvard Business School. Ann joined 1919 Investment Counsel in 2015 and Sterne Agee Trust in 2011. Prior to joining Sterne Agee, Ann served in investment advisory and planning roles with an independent Registered Investment Advisor, a single family office as well as a multi family office.

Miller is a Principal at 1919 Investment Counsel, LLC, where his primary responsibility is overseeing portfolio construction and ongoing monitoring of client portfolios. Miller works with portfolio managers and clients to ensure their portfolios are tailored to their individual tax, liquidity, and income needs.

Miller entered the financial services industry in 2008 as an equity trader in New York. Prior to joining 1919, Miller was employed at Sterne Agee where he built custom portfolios for financial advisors to use with their high net worth clients. Miller was also responsible for the due diligence on third-party investment managers.

Miller graduated from the Goizueta Business School at Emory University with a double major in Finance and Economics. He is a CFA charterholder.

Ashley Tabb is a Principal, at 1919 Investment Counsel, LLC. As a Financial Planner and Wealth Advisor, his primary focus is financial planning for individuals and families and working with institutions to preserve the legacy of their organization. Ashley takes a comprehensive approach to assessing all aspects of a client’s financial situation and takes pride in his role as a fiduciary. Ashley works with Portfolio Managers to identify and integrate meaningful solutions with investment management, and to interface with clients on a regular basis to provide ongoing financial planning services as a part of the firm’s wealth management services.

Ashley joined 1919 Investment Counsel in 2015 and Sterne Agee Trust in 2012. Prior to joining Sterne Agee he worked in Wealth Management/Private Banking at three large banks. Ashley holds the CERTIFIED FINANCIAL PLANNER™ designation. He is a graduate of Davidson College with a B.A. in History and holds an MBA from the J. Mack Robinson College of Business at Georgia State with concentrations in finance and financial planning.

He is a member of the Estate Planning Council of Birmingham, Financial Planning Association, St. Luke’s Episcopal, Birmingham Tip Off Club and serves as the Treasurer for the non-profit KidOne Transport.