Yvonne is a Vice President at 1919 Investment Counsel. She has more than 20 years of experience in financial services, working with individuals, families, foundations, and institutional clients with complex financial needs.
As an Investment Associate, her primary responsibility is to evaluate investment strategies and implement changes in client portfolios. She works with a senior portfolio manager on investment-related projects, focusing on the institutional portfolio. In addition, she is a member of the Fixed Income Committee, the Secretary of the Institutional Committee, and writes the Quarterly Institutional Review.
Prior to joining 1919 Investment Counsel in 2003, she was an Alternative Investments Sales Associate at J. P. Morgan Private Bank marketing private equity to ultra-high-net-worth clients. Her experience in finance started as an M&A Associate at Knox Partners (Subsidiary of La Compagnie Financière Edmond De Rothschild Banque) in 1990.
Yvonne is an active member of the Columbia School of Business 1916 Society, and serves on the Board of Sextant Production, the New York theater company.
Yvonne received an M.S. in Economics from Warsaw School of Economics in Warsaw, Poland and an M.B.A. in Finance and Marketing from Graduate School of Business at Columbia University. In her free time she enjoys biking, theater, opera and travel.