Inverness Counsel LLC Employee Directory

Investment ManagementNew York, United States11-50 Employees

Founded in 1967, Inverness Counsel, LLC is a privately-owned investment counsel firm registered with the SEC. 

As investment counselors, we provide continuous advice to our clients to meet both their short-term and long-term goals. We recognize that each client is different and has an individual set of expectations. For some clients, success may be measured by investment returns. For others, success may mean preserving assets for future generations. In addition to working with high net worth individuals, families and trusts, Inverness has a long history of working with pension funds, endowments and foundations. 

As of December 31, 2015, our team of professionals actively managed over $2.6 billion in client assets, making Inverness one of the largest independent registered investment advisors in the United States.

Find Inverness Counsel LLC employees' phone numbers or email addresses

Inverness Counsel LLC Global Highlights

Location
Employees

North America
36

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  • United States Of America
    36

Europe
1

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  • Italy
    1

Inverness Counsel LLC's Leadership

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    P. L.
    Ceo And President Of Inverness Counsel, Llc
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    C. R.
    Chief Compliance Officer
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    P. T.
    Owner
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    M. F.
    Senior Vice President
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    R. H.
    Vice President
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    M. C.
    Vice President/ Head Trader
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    H. P. R.
    Executive Vice President
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    L. G.
    Vice President, Wealth Management
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Contact profiles from Inverness Counsel LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. L.
    Ceo And President Of Inverness Counsel, Llc
    Phone icon
    United StatesNew York
    Jul 17, 2025
  • Stylized image of a person
    C. R.
    Chief Compliance Officer
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    P. T.
    Owner
    Phone icon
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    M. F.
    Senior Vice President
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    United States
    Oct 23, 2025
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    R. H.
    Vice President
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    United StatesNew York
    Nov 16, 2025
  • Stylized image of a person
    M. C.
    Vice President/ Head Trader
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    United States
    Oct 24, 2025
  • Stylized image of a person
    H. P. R.
    Executive Vice President
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    Oct 23, 2024
  • Stylized image of a person
    L. G.
    Vice President, Wealth Management
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    United StatesNew York
    Apr 24, 2025
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    L. W.
    Director Of Wealth Management
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    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    B. B.
    Controller
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    United StatesNew Jersey
    Oct 25, 2025

Frequently Asked Questions

What is Inverness Counsel LLC known for?

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Inverness Counsel LLC was founded in 1967 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Inverness Counsel LLC's company overview page for more information.

What is Inverness Counsel LLC's most common email format?

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Inverness Counsel LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Inverness Counsel LLC email formats with LeadIQ.

How many employees does Inverness Counsel LLC have currently?

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Inverness Counsel LLC has approximately 20 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Inverness Counsel LLC's key employees and leadership?

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As of December 2025, Inverness Counsel LLC's key employees include:

  • Ceo And President Of Inverness Counsel, Llc: P. L.
  • Chief Compliance Officer: C. R.
  • Owner: P. T.
  • Senior Vice President: M. F.
  • Vice President: R. H.

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