FIRM

Founded in 1999 by F Randall Smith, Terence Greene, James Magid, and Lauren Blum, Capital Counsel is an independent investment management firm based in New York City.

We manage concentrated portfolios of large-cap and mid-cap companies based in the U.S., or those with large U.S. operations. We choose these stocks from ideas generated through the investment team’s in-depth, bottom-up research efforts. Our disciplined investment process requires us to focus on how management runs their company.

Our clients include high-net-worth individuals and their families, foundations and endowments. The source of wealth for many of our clients is ownership in successful businesses. Some are former executives of companies held in our clients’ portfolios, who have become clients because they understand and respect our investment process.

MISSION

Capital Counsel’s mission is to help our clients achieve their financial goals by carefully investing in equities that will preserve and grow their wealth.

We explain to our clients the risks and benefits of owning equities, and recognize their desire to not have to remake the money entrusted to us.

We use our knowledge, experience, and fundamental valuation-based investment process to identify exceptional businesses that are led by experienced managers. These are managers who execute realistic business plans that deliver sustained, long-term profitable growth for their owners. We invest our clients’ money with these managers, all of whom know how to manage through difficult times.

PEOPLE

Our clients have benefited from our continuity in leadership, which has strengthened intellectual rigor and investment discipline.

F Randall Smith, Terence Greene, and Lauren Blum are investment managers who have worked together at Capital Counsel for 19 years. This continuity in leadership has strengthened our intellectual rigor and investment discipline, greatly benefiting our clients. Pauline Meehan and Justin Berrie joined the investment team and became owners in the firm in 2015.

With the help of our client service team, we provide clients with responsive service and clear informative communication, especially during times when market movements make people anxious.

INVESTMENT

F Randall Smith

Founder

Randy Smith has over 50 years of investment and securities analysis experience. He...

READ MORE

Terence S. Greene

President

Terence Greene has over 28 years of investment experience.  Before co-founding Capital Counsel...

READ MORE

Lauren Blum

Chief Investment Officer

Lauren Blum has over 19 years of investment experience. Before joining Capital Counsel...

READ MORE

Pauline A. Meehan

Head Trader | Portfolio Manager

Pauline Meehan has over 17 years of investment experience. Before joining Capital Counsel...

READ MORE

Justin B. Berrie

Analyst | Portfolio Manager

Justin Berrie has over 9 years of investment experience. He joined Capital Counsel...

READ MORE

Thomas Shevlin

Senior Advisor

Tom Shevlin's investment advisory experience spans 40 years at J.P. Morgan/Morgan Guaranty Trust...

READ MORE

CLIENT SERVICE

Matthew Friedman

Head of Client Service

Matt Friedman began his career at Capital Counsel as an intern in 2010...

READ MORE

Samuel Magid

Client Service | IT

Sam Magid joined Capital Counsel in 2008. Before joining Capital Counsel, he worked...

READ MORE

Abraham Freidin

Client Service | Chief Compliance Officer

Abe Freidin joined Capital Counsel in 2016. Before joining Capital Counsel, he was...

READ MORE

Gordon Pyne

Trading | Business Development

Gordon Pyne began his career at Capital Counsel as an intern in 2013...

READ MORE

Nicole Scarpati

Client Service | Administration

Nicole Scarpati joined Capital Counsel in 2012. Before joining Capital Counsel, she worked...

READ MORE

Matthew Flug

Client Service

Matt Flug began his career at Capital Counsel as an intern in 2016...

READ MORE

Agnes Bailey

Office Administration

Agnes Bailey joined Capital Counsel in 1999. Before joining Capital Counsel, she worked...

READ MORE

Shellita Ceniza

Client Service | Administration

Shellita Ceniza joined Capital Counsel in 2019. She has over 10 years of...

READ MORE