General Investing >> Money Manager Interviews >> September 8, 2024
Ron Bates is a Managing Director at 1919 Investment Counsel, LLC, a member of its Executive Committee, and the director of the firm’s Cincinnati office. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments, and institutional clients. In addition, Mr. Bates serves as the head of Responsible Investing and manages the 1919 Socially Responsive Balanced (LMRNX) mutual fund. Mr. Bates entered the Financial Services Industry in 1984, and joined Scudder, Stevens and Clark (a predecessor firm) in 1997. Prior to that, he was the Director of Portfolio Management within the trust company of a major bank. Active in many civic and community organizations, Mr. Bates serves on the boards of The Taft Museum of Art, The Cincinnati Opera, Playhouse in the Park, and ArtWorks. He is a graduate of Hope College with majors in Economics and Political Science. Profile
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TWST: Tell us a bit about 1919 Investment Counsel’s history and what the business looks like today.
Mr. Bates: As our name implies, we were
