Rick Marrone
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Rick Marrone Email & Phone Number

Managing Director and Portfolio Manager at 1919 Investment Counsel, LLC
Location: Charlotte, North Carolina, United States 6 work roles 2 schools
1 work email found @tweisel.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@tweisel.com
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Role
Managing Director and Portfolio Manager
Location
Charlotte, North Carolina, United States
Company size

Who is Rick Marrone? Overview

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Quick answer

Rick Marrone is listed as Managing Director and Portfolio Manager at 1919 Investment Counsel, LLC, a company with 135 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at tweisel.com and a matched LinkedIn profile for Rick Marrone.

Rick Marrone previously worked as Managing Director/Portfolio Manager at 1919 Investment Counsel, Llc and Managing Director at Sf Bay Area Private Wealth Management Firm. Rick Marrone holds Bsa, Managerial Economics And Finance from University Of Michigan.

Company email context

Email format at 1919 Investment Counsel, LLC

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{last}{first_initial}@tweisel.com
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AeroLeads found 1 current-domain work email signal for Rick Marrone. Compare company email patterns before reaching out.

Profile bio

About Rick Marrone

I have a track record of building and establishing a line of business' credibility within the investment portfolio management business. Have been chosen as a mentor by senior management in the mentor/protege program. By mentoring, fostering a sense of engagement, and encouraging input during uncertain/trying internal business and market conditions, I've earned the trust of junior teammates, peers, and senior managers. Whether it's managing funds or contributing to the sales process through presentations, I have been a valuable team contributor in winning new business. I would like to continue engaging my expertise in developing, structuring, planning, and strategizing new funds and separately managed account business that grow market share.Specialties: start-up mutual funds, separately managed accounts, fixed-income, Lipper, tax-exempt fixed income, institutional, asset management, capital management, bonds, money market, investment policy, high net worth, high profile key accounts

Listed skills include Fixed Income, Portfolio Management, Investments, Mutual Funds, and 14 others.

Current workplace

Rick Marrone's current company

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1919 Investment Counsel, LLC
1919 Investment Counsel, Llc
Managing Director and Portfolio Manager
Charlotte, NC, US
Website
Employees
135
AeroLeads page
6 roles

Rick Marrone work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Sf Bay Area Private Wealth Management Firm

San Francisco

Manage the Fixed Income Group within the Private Client Group managing ultra-high net worth fixed income portfolios.

Mar 2011 - Present

Director & Senior Portfolio Manager, Tax Advantaged Investments

Managed a group of 20+ investment professionals including management oversight over the tax-exempt trading desk. Managed several tax-exempt mutual funds, including a high yield fund and several institutional and retail separately managed accounts.

Apr 1993 - Oct 2008

Senior Vice President & Portfolio Manager

Jun 1982 - Apr 1993
Team & coworkers

Colleagues at 1919 Investment Counsel, LLC

Other employees you can reach at 1919ic.com. View company contacts for 135 employees →

2 education records

Rick Marrone education

FAQ

Frequently asked questions about Rick Marrone

Quick answers generated from the profile data available on this page.

What company does Rick Marrone work for?

Rick Marrone works for 1919 Investment Counsel, LLC.

What is Rick Marrone's role at 1919 Investment Counsel, LLC?

Rick Marrone is listed as Managing Director and Portfolio Manager at 1919 Investment Counsel, LLC.

What is Rick Marrone's email address?

AeroLeads has found 1 work email signal at @tweisel.com for Rick Marrone at 1919 Investment Counsel, LLC.

Where is Rick Marrone based?

Rick Marrone is based in Charlotte, North Carolina, United States while working with 1919 Investment Counsel, LLC.

What companies has Rick Marrone worked for?

Rick Marrone has worked for 1919 Investment Counsel, Llc, Sf Bay Area Private Wealth Management Firm, Advisors Asset Management, Inc., Evergreen Investments, and Comerica.

Who are Rick Marrone's colleagues at 1919 Investment Counsel, LLC?

Rick Marrone's colleagues at 1919 Investment Counsel, LLC include Lillian Mcwatt, Lawrence Smith, Leah Foxx, Lyn Sparks, and Kelly Long, Ctfa, Cfp®.

How can I contact Rick Marrone?

You can use AeroLeads to view verified contact signals for Rick Marrone at 1919 Investment Counsel, LLC, including work email, phone, and LinkedIn data when available.

What schools did Rick Marrone attend?

Rick Marrone holds Bsa, Managerial Economics And Finance from University Of Michigan.

What skills is Rick Marrone known for?

Rick Marrone is listed with skills including Fixed Income, Portfolio Management, Investments, Mutual Funds, Bonds, Asset Managment, Strategy, and Series 7.

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