Robert Huesman, CFA, CFP® in

Robert Huesman, CFA, CFP®

Sharpshooter · DISC type CD
Managing Director, Portfolio Manager at 1919 Investment Counsel, LLC
📍 Cincinnati, Ohio, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
14 Years
Current Role
Managing Director, Portfolio Manager
Job Level
Mid-senior
Location
Cincinnati, Ohio, United States
Personality Overview

How Robert shows up

Precise But Practical
Fast But Analytical
Rigorous & Demanding

They are very proud of what they do. They are not focused on building rapport and relationships. They like to act fast and expect others to do the same.

Priorities

Topics Robert cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2023
Managing Director, Portfolio Manager
1919 Investment Counsel, LLC
4-2021 - 3-2023
Principal, Portfolio Manager
1919 Investment Counsel, LLC
5-2007 - 3-2023
VP, Portfolio Manager
1919 Investment Counsel, LLC
5-2007 - 4-2021
Vice President, Senior Investment Associate
1919 Investment Counsel
5-2013 - 4-2017
Investment Associate
1919 Investment Counsel
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2011
MBA
Xavier University
2005 - 2009
Bachelors of Science
Mount St. Joseph University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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