1919 Investment Counsel Expands Senior Client Advisory Team

Stifel (NYSE: SF) subsidiary 1919 Investment Counsel has appointed James Russell Sugg, Jr. as principal and senior client advisor.

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Stifel (NYSE: SF) subsidiary 1919 Investment Counsel has appointed James Russell Sugg, Jr. as principal and senior client advisor. Based in North Carolina, Sugg joins the Birmingham team and will provide investment counsel to individuals, families, foundations and endowments.

A licensed North Carolina attorney, Sugg practiced law for 17 years before moving into wealth management. He previously served as a senior trust advisor at Wachovia Trust and later at Sterne Agee.

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11/05/2026 - 02:00 PM EST

BIRMINGHAM, Ala., Nov. 5, 2026 /PRNewswire/ -- 1919 Investment Counsel, LLC ("1919"), a subsidiary of Stifel Financial Corp. ("Stifel"), is pleased to announce the appointment of James Russell Sugg, Jr. as Principal, Senior Client Advisor. A licensed North Carolina attorney, Russell brings extensive experience across the legal, trust, and wealth management fields, with particular expertise in trusts and investment management. After 17 years practicing law, he transitioned into wealth management, serving as a Senior Trust Advisor at Wachovia Trust and later at Sterne Agee. His multidisciplinary background brings a valuable perspective to helping clients navigate complex financial needs and pursue their long-term goals.

Russell Sugg, 1919 Investment Counsel

"Russell brings a distinctive combination of legal, trust, and investment management experience that will be a tremendous asset to our clients and our team," said Hanson Slaughter, Managing Director and Head of the Birmingham office of 1919. "Just as importantly, his thoughtful, relationship-driven approach aligns closely with how we serve clients at 1919. We are very pleased to welcome him to the firm."

In this role, Russell will work with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. He will focus on understanding each client's unique goals in order to develop and implement tailored solutions to meet their long-term wealth and investment objectives. Russell is based in North Carolina and is a member of the Birmingham team.

"I'm thrilled to join 1919 and become part of a firm with such a strong commitment to personalized client service," said Russell Sugg. "My legal background allows me to approach each client's financial and planning needs from a unique perspective, taking into account not only how to build and preserve wealth, but also how to ultimately pass it on to the people and causes that matter most to them."

As of September 30, 2026, 1919 manages approximately $27.4 billion in assets, including $3.2 billion in responsible investing strategies. The firm serves a diverse client base, including individuals and families, corporations, foundations, charitable trusts, and educational and other nonprofit institutions. 1919 has built a reputation for delivering a high-touch, personalized client experience since its founding in 1919. The firm has been recognized as one of the nation's top registered investment advisory firms by Barron's, Financial Advisor Magazine, and CNBC.

About 1919 Investment Counsel:
1919 Investment Counsel ("1919") is a registered investment advisor. Its mission for more than 100 years has been to provide investment counsel and insight that helps families, individuals, foundations, and endowments achieve their financial goals. The firm is headquartered in Baltimore and has offices across the country in Birmingham, Cincinnati, New York, Philadelphia, San Francisco, and Vero Beach. For more information on 1919's services, please visit https://1919ic.com/.

About Stifel:
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel's broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners and Miller Buckfire business divisions; Keefe, Bruyette & Woods, Inc.; and Stifel Independent Advisors, LLC; in Canada through Stifel Nicolaus Canada Inc.; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company's broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company's website at www.stifel.com. For global disclosures, please visit https://www.stifel.com/investor-relations/press-releases.

Media Contacts:
Ian McEneaney
(212) 554-7159
imceneaney@1919ic.com

Kat Weber
(212) 554-7124
kweber@1919ic.com