FIRM

ABOUT US

Since our inception in 1999, we’ve cumulatively outperformed the S&P 500, with reduced risk.

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 18 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.  Gladys Chow, an experienced wealth advisor, joined Capital Counsel in 2017.

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

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

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Terence S. Greene

President

Mr. Greene has over 27 years of investment experience.  Prior to co-founding Capital...

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Lauren Blum

Chief Investment Officer

Dr. Blum has over 17 years of investment experience. Prior to joining Capital...

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Pauline A. Meehan

Head Trader | Portfolio Manager

Ms. Meehan has over 15 years of investment experience. Prior to joining Capital...

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Justin B. Berrie

Analyst | Portfolio Manager

Mr. Berrie has over 7 years of investment experience. He joined Capital Counsel...

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Gladys Chow

Director | Wealth Advisory

Ms. Chow has over 30 years of investment experience. Prior to joining the...

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CLIENT SERVICE

Matthew Friedman

Head of Client Service

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

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Samuel Magid

Client Service | IT

Mr. Magid joined Capital Counsel in 2008. Prior to joining Capital Counsel, he...

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Abraham Freidin

Client Service | Compliance

Mr. Freidin joined Capital Counsel in 2016. Prior to joining Capital Counsel, he...

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Gordon Pyne

Client Service | Trading

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

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Nicole Scarpati

Client Service | Administration

Ms. Scarpati joined Capital Counsel in 2012. Prior to joining Capital Counsel, she...

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Deborah O’Brien

Client Service | Administration

Ms. O’Brien joined Capital Counsel in 2000. She has many years of experience...

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Lorraine Marino

Controller

Ms. Marino joined Capital Counsel in 2003. Prior to joining Capital Counsel, she...

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Agnes Bailey

Office Administration

Ms. Bailey joined Capital Counsel in 1999. Prior to joining Capital Counsel, she...

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