Birmingham – November 06, 2026 -- 1919 Investment Counsel, a Stifel Financial Corp. subsidiary managing about $27.4 billion in assets, has appointed James Russell Sugg, Jr. as Principal, Senior Client Advisor in its Birmingham office.
Sugg brings 17 years of legal practice and trust advisory experience
Sugg is a licensed North Carolina attorney with expertise in trusts and investment management. After 17 years practicing law, he moved into wealth management, serving as Senior Trust Advisor at Wachovia Trust and later at Sterne Agee.
Sugg will advise individuals, families, foundations and endowments from North Carolina
He will deliver investment counsel to individuals, families, foundations and endowments, building tailored solutions for each client's long-term wealth and investment objectives. Sugg is based in North Carolina and joins the Birmingham team.
Hanson Slaughter, Managing Director and Head of the Birmingham office, said Sugg's mix of legal, trust and investment management experience will be "a tremendous asset to our clients and our team." Sugg said his legal background lets him address how clients build and preserve wealth and how they ultimately pass it on to the people and causes they care about.
1919 manages $3.2 billion in responsible investing strategies
As of Sept. 30, 2026, 1919 managed approximately $27.4 billion in assets, including $3.2 billion in responsible investing strategies. Its clients include individuals and families, corporations, foundations, charitable trusts, and educational and other nonprofit institutions.
Barron's, Financial Advisor Magazine and CNBC have recognized the firm as one of the nation's top registered investment advisory firms.