Brown Advisory
Industry: Company
DescriptionFounded: 1998 Subsidiaries: Signature Financial Management, Inc.,
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Brown Advisory Employees
Employee
Years
Job
Industry
Jeff Caples Jeff Caples's Brown Advisory Experience 1995 - 1999
Job Senior Vice President & Portfolio Manager at Maryland Capital Management
Industry Investment Management
Experience
Maryland Capital Management 2009 - Present
Legg Mason 1999 - 2009
Brown Advisory 1995 - 1999
T. Rowe Price September 1990 - November 1992
Skills
Chartered Financial..., Portfolio Management, Technical Analysis, Investment Advisory, Portfolio Strategy
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
MBA, Finance / Investments
Denison University 1986 — 1990
BA, Economics
Wilton High School 1982 — 1986
Diploma
Maryland Capital Management 2009 - Present
Legg Mason 1999 - 2009
Brown Advisory 1995 - 1999
T. Rowe Price September 1990 - November 1992
Skills
Chartered Financial..., Portfolio Management, Technical Analysis, Investment Advisory, Portfolio Strategy
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
MBA, Finance / Investments
Denison University 1986 — 1990
BA, Economics
Wilton High School 1982 — 1986
Diploma
David J. Hodnett, Esquire David J. Hodnett, Esquire's Brown Advisory Experience April 2013 - Present
Job Private Client Service at Brown Advisory
Industry Financial Services
Experience
Brown Advisory April 2013 - Present
Education
University of Maryland School of Law 2002 — 2007
Juris Doctor, Law
University of Baltimore 2000 — 2002
Master of Science, Criminal Justice
Morgan State University 1994 — 1998
Bachelor of Art, English
Saint Francis Preparatory School 1990 — 1994
Brown Advisory April 2013 - Present
Education
University of Maryland School of Law 2002 — 2007
Juris Doctor, Law
University of Baltimore 2000 — 2002
Master of Science, Criminal Justice
Morgan State University 1994 — 1998
Bachelor of Art, English
Saint Francis Preparatory School 1990 — 1994
Askia Jackson's Brown Advisory Experience March 2014 - Present
Job Marketing Specialist at Brown Advisory
Industry Design
Experience
Brown Advisory March 2014 - Present
Amaj Studios / Askiaj.com May 2005 - January 2015
American Office September 2013 - February 2014
Melissa Van Hise, Inc. December 2012 - June 2013
Beyond The Label d.b.a. Big Fish Inc. June 2012 - October 2012
Maryland Screen Printers June 2010 - October 2011
Thunder Creek July 2009 - July 2009
Flyers Direct May 2006 - November 2008
Sensible Minds, Inc. December 2003 - May 2004
Skills
Graphic Design, Motion Graphics, Photography, Photoshop, Illustrator, InDesign, Pre-press, Video Editing, Illustration, Logo Design, Magazines, Advertising, Art, Graphics, Business Cards, Brochures, Web Design, Flyers, Concept Development, Interaction Design, Corporate Branding, Vector Illustration, Adobe Creative Suite
Education
Collins College 2004 — 2005
BA, Motion Graphics & VFX
Collins College 2002 — 2004
A.A., Traditional & 3D Animation
Brown Advisory March 2014 - Present
Amaj Studios / Askiaj.com May 2005 - January 2015
American Office September 2013 - February 2014
Melissa Van Hise, Inc. December 2012 - June 2013
Beyond The Label d.b.a. Big Fish Inc. June 2012 - October 2012
Maryland Screen Printers June 2010 - October 2011
Thunder Creek July 2009 - July 2009
Flyers Direct May 2006 - November 2008
Sensible Minds, Inc. December 2003 - May 2004
Skills
Graphic Design, Motion Graphics, Photography, Photoshop, Illustrator, InDesign, Pre-press, Video Editing, Illustration, Logo Design, Magazines, Advertising, Art, Graphics, Business Cards, Brochures, Web Design, Flyers, Concept Development, Interaction Design, Corporate Branding, Vector Illustration, Adobe Creative Suite
Education
Collins College 2004 — 2005
BA, Motion Graphics & VFX
Collins College 2002 — 2004
A.A., Traditional & 3D Animation
Emily Dwyer Emily Dwyer's Brown Advisory Experience January 2014 - Present
Job Research Analyst
Industry Investment Management
Experience
Brown Advisory January 2014 - Present
Sustainalytics September 2013 - January 2014
Parnassus Investments June 2013 - August 2013
United Nations Environment Programme Finance Initiative February 2012 - August 2012
Enviro Business, Inc (EBI Consulting) May 2011 - August 2011
Skills
Public Policy, Community Outreach
Education
Smith College 2009 — 2013
BA, Economics and Environmental Science & Policy
Graduate Institute of International and Development Studies 2012 — 2012
Environmental Economics
Brown Advisory January 2014 - Present
Sustainalytics September 2013 - January 2014
Parnassus Investments June 2013 - August 2013
United Nations Environment Programme Finance Initiative February 2012 - August 2012
Enviro Business, Inc (EBI Consulting) May 2011 - August 2011
Skills
Public Policy, Community Outreach
Education
Smith College 2009 — 2013
BA, Economics and Environmental Science & Policy
Graduate Institute of International and Development Studies 2012 — 2012
Environmental Economics
Jennifer Keller Jennifer Keller's Brown Advisory Experience April 2014 - July 2014
Job Investment Management Associate at Independence by Convergent
Industry Financial Services
Experience
Independence by Convergent August 2014 - Present
Brown Advisory April 2014 - July 2014
Brown Advisory May 2013 - April 2014
Steben & Company, Inc. October 2010 - May 2013
Steben & Company, Inc. July 2009 - October 2010
UBS January 2009 - May 2009
Skills
Series 7, Series 3, Series 22, Managed Futures, Series 63, Alternative Investments, FINRA, Uniform Combined State..., Finance, Strategic Planning, Financial Services, Marketing, Securities, Financial Advisory, CRM, Investment Management, Asset Management, Investments, Mutual Funds
Education
University of Maryland College Park 2007 — 2009
B.A. in Communicaton, Rhetoric and Composition
James Madison University 2004 — 2005
Independence by Convergent August 2014 - Present
Brown Advisory April 2014 - July 2014
Brown Advisory May 2013 - April 2014
Steben & Company, Inc. October 2010 - May 2013
Steben & Company, Inc. July 2009 - October 2010
UBS January 2009 - May 2009
Skills
Series 7, Series 3, Series 22, Managed Futures, Series 63, Alternative Investments, FINRA, Uniform Combined State..., Finance, Strategic Planning, Financial Services, Marketing, Securities, Financial Advisory, CRM, Investment Management, Asset Management, Investments, Mutual Funds
Education
University of Maryland College Park 2007 — 2009
B.A. in Communicaton, Rhetoric and Composition
James Madison University 2004 — 2005
Keith Stone Keith Stone's Brown Advisory Experience October 2013 - Present
Job Private Equity Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory October 2013 - Present
Brown Advisory August 2011 - October 2013
Skills
Alternative Investments, Alternative Assets, Financial Reporting, Financial Analysis, Private Equity
Education
Loyola University Maryland 2005 — 2009
Bachelor of Arts (BA), Finance, General
Brown Advisory October 2013 - Present
Brown Advisory August 2011 - October 2013
Skills
Alternative Investments, Alternative Assets, Financial Reporting, Financial Analysis, Private Equity
Education
Loyola University Maryland 2005 — 2009
Bachelor of Arts (BA), Finance, General
Priash Patel's Brown Advisory Experience June 2015 - August 2015
Job Equity and Hedge Fund Research Summer Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2015 - August 2015
Guardian Capital, LLC June 2014 - July 2014
Spinosa Wealth Management Group June 2012 - July 2012
HaysVentures LLC June 2011 - July 2011
Northwestern Mutual June 2010 - July 2010
Skills
Finance, Investments, Sales, Microsoft Office, Time Management, Portfolio Management, Investment Management, Strategic Financial..., Insurance, Outlook, Advertising, Financial Analysis, Negotiation, PowerPoint, Microsoft Word, Public Speaking, Financial Modeling, Microsoft Excel, Research, Social Media
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Bachelors of Science in Business Administration
Tulane University - A.B. Freeman School of Business 2012 — 2013
Bachelors of Science in Management
Louisiana School for Math, Science, and the Arts 2010 — 2012
Brown Advisory June 2015 - August 2015
Guardian Capital, LLC June 2014 - July 2014
Spinosa Wealth Management Group June 2012 - July 2012
HaysVentures LLC June 2011 - July 2011
Northwestern Mutual June 2010 - July 2010
Skills
Finance, Investments, Sales, Microsoft Office, Time Management, Portfolio Management, Investment Management, Strategic Financial..., Insurance, Outlook, Advertising, Financial Analysis, Negotiation, PowerPoint, Microsoft Word, Public Speaking, Financial Modeling, Microsoft Excel, Research, Social Media
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Bachelors of Science in Business Administration
Tulane University - A.B. Freeman School of Business 2012 — 2013
Bachelors of Science in Management
Louisiana School for Math, Science, and the Arts 2010 — 2012
Alyssa Hughes Alyssa Hughes's Brown Advisory Experience September 2013 - Present
Job Business Development at Brown Advisory
Industry Investment Management
Experience
Brown Advisory September 2013 - Present
T. Rowe Price September 2009 - September 2013
T. Rowe Price March 2007 - September 2013
McCormick June 2006 - March 2007
The Melting Pot Restaurants February 2002 - February 2007
Skills
Equities, Investments, Strategic Planning
Education
Loyola College in Maryland 2008 — 2011
Master of Business Administration (M.B.A.), Finance, General
Towson University 2001 — 2006
Bachelors of Science, Biology, General
Brown Advisory September 2013 - Present
T. Rowe Price September 2009 - September 2013
T. Rowe Price March 2007 - September 2013
McCormick June 2006 - March 2007
The Melting Pot Restaurants February 2002 - February 2007
Skills
Equities, Investments, Strategic Planning
Education
Loyola College in Maryland 2008 — 2011
Master of Business Administration (M.B.A.), Finance, General
Towson University 2001 — 2006
Bachelors of Science, Biology, General
Teresa Pollet Teresa Pollet's Brown Advisory Experience April 2014 - Present
Job Business Analyst at Brown Advisory
Industry Investment Management
Experience
Brown Advisory April 2014 - Present
Brown Advisory February 2013 - March 2014
T. Rowe Price September 2011 - January 2013
T. Rowe Price July 2010 - August 2011
Signature Bank June 2008 - August 2009
Skills
Mutual Funds, Investments
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Management
Brown Advisory April 2014 - Present
Brown Advisory February 2013 - March 2014
T. Rowe Price September 2011 - January 2013
T. Rowe Price July 2010 - August 2011
Signature Bank June 2008 - August 2009
Skills
Mutual Funds, Investments
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Management
Jordan Cook Jordan Cook's Brown Advisory Experience June 2015 - August 2015
Job Brown Advisory Investment Management Summer Analyst
Industry Investment Management
Experience
Brown Advisory June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Skills
French, Spanish, Finance, Statistics, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Microsoft Word, Research, Data Analysis, Event Planning, Leadership
Education
Duke University 2012 — 2016
Bachelor of Arts, Psychology (AB)
Duke University 2012 — 2016
Psychology, Markets and Management Certificate, Economics minor
Brown Advisory June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Skills
French, Spanish, Finance, Statistics, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Microsoft Word, Research, Data Analysis, Event Planning, Leadership
Education
Duke University 2012 — 2016
Bachelor of Arts, Psychology (AB)
Duke University 2012 — 2016
Psychology, Markets and Management Certificate, Economics minor
william dugdale william dugdale's Brown Advisory Experience January 2013 - Present
Job Private Client Services at Brown Advisory
Industry Financial Services
Experience
Brown Advisory January 2013 - Present
Nine Holes Anywhere (www.nineholesanywhere.com) June 2009 - Present
Friess Associates January 1995 - January 2013
Jackson Hole Mountain Resort November 1994 - April 1995
Manville Trust September 1992 - September 1994
Skills
Investments, Private Equity, Portfolio Management, Equities, Asset Management, Mutual Funds, Investment Management, Asset Allocation, Equity Research, Wealth Management, Wealth Management..., Financial Analysis
Education
Tatnall School 1974 — 1998
Cornell University 1989 — 1992
Bachelor's degree, Industrial & Labor Relations
Ithaca College 1988 — 1989
Business Administration and Management, General
Brown Advisory January 2013 - Present
Nine Holes Anywhere (www.nineholesanywhere.com) June 2009 - Present
Friess Associates January 1995 - January 2013
Jackson Hole Mountain Resort November 1994 - April 1995
Manville Trust September 1992 - September 1994
Skills
Investments, Private Equity, Portfolio Management, Equities, Asset Management, Mutual Funds, Investment Management, Asset Allocation, Equity Research, Wealth Management, Wealth Management..., Financial Analysis
Education
Tatnall School 1974 — 1998
Cornell University 1989 — 1992
Bachelor's degree, Industrial & Labor Relations
Ithaca College 1988 — 1989
Business Administration and Management, General
Jessica Pearce's Brown Advisory Experience January 2011 - Present
Job Third Party Distribution at Brown Advisory
Industry Financial Services
Experience
Brown Advisory January 2011 - Present
T Rowe Price July 2010 - January 2011
Skills
Investments, Mutual Funds, Equities, Portfolio Management, Bloomberg, Wealth Management, Investment Strategies, Microsoft Excel
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
Bond University 2006 — 2006
Study Abroad Program, Marketing
Brown Advisory January 2011 - Present
T Rowe Price July 2010 - January 2011
Skills
Investments, Mutual Funds, Equities, Portfolio Management, Bloomberg, Wealth Management, Investment Strategies, Microsoft Excel
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
Bond University 2006 — 2006
Study Abroad Program, Marketing
Jeffrey Beaty Jeffrey Beaty's Brown Advisory Experience
Job Senior Operations Associate at Brown Advisory
Industry Financial Services
Experience
Brown Advisory
Skills
Language Arts, Financial Accounting, Financial Reporting, Landscape Design
Education
American University 1977 — 1981
Master of Arts (M.A.), Development Economics and International Development
The Johns Hopkins University 1975 — 1977
Bachelor of Arts (B.A.), International/Global Studies
Skidmore College 1973 — 1975
none (transfer), Political Science and Government
Brown Advisory
Skills
Language Arts, Financial Accounting, Financial Reporting, Landscape Design
Education
American University 1977 — 1981
Master of Arts (M.A.), Development Economics and International Development
The Johns Hopkins University 1975 — 1977
Bachelor of Arts (B.A.), International/Global Studies
Skidmore College 1973 — 1975
none (transfer), Political Science and Government
Brittany Dykla, CPA Brittany Dykla, CPA's Brown Advisory Experience September 2011 - Present
Job Accounting Supervisor, CPA at Brown Advisory
Industry Accounting
Experience
Brown Advisory September 2011 - Present
Berger, Ghersi & LaDuke PLC July 2008 - September 2011
Skills
CPA, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, Tax, US GAAP, Financial Statements, General Ledger, Internal Controls, Accounting
Education
Michigan State University 2007 — 2008
Master of Science, Accounting
Michigan State University 2003 — 2007
Bachelor of Arts, Accounting
Brown Advisory September 2011 - Present
Berger, Ghersi & LaDuke PLC July 2008 - September 2011
Skills
CPA, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, Tax, US GAAP, Financial Statements, General Ledger, Internal Controls, Accounting
Education
Michigan State University 2007 — 2008
Master of Science, Accounting
Michigan State University 2003 — 2007
Bachelor of Arts, Accounting
Hillary Becker's Brown Advisory Experience June 2015 - Present
Job Private Client Relationship Coordinator at Brown Advisory
Industry Investment Management
Experience
Brown Advisory June 2015 - Present
Highmount February 2015 - June 2015
The Photo Group January 2014 - February 2015
Highmount Capital July 2012 - December 2013
Highmount Capital June 2011 - August 2011
Eye Level Art May 2010 - August 2010
StyleCaster Media Group May 2009 - July 2009
Access Health Insurances Services June 2007 - May 2009
Skills
Marketing, Marketing Strategy, Social Media, Press Releases, Business Development, Customer Service, Event Planning, Email Marketing, Sales, Competitive Analysis, Microsoft Office, Microsoft Excel
Education
College of Charleston 2008 — 2012
Bachelor of Science (B.S.), Economics
Brown Advisory June 2015 - Present
Highmount February 2015 - June 2015
The Photo Group January 2014 - February 2015
Highmount Capital July 2012 - December 2013
Highmount Capital June 2011 - August 2011
Eye Level Art May 2010 - August 2010
StyleCaster Media Group May 2009 - July 2009
Access Health Insurances Services June 2007 - May 2009
Skills
Marketing, Marketing Strategy, Social Media, Press Releases, Business Development, Customer Service, Event Planning, Email Marketing, Sales, Competitive Analysis, Microsoft Office, Microsoft Excel
Education
College of Charleston 2008 — 2012
Bachelor of Science (B.S.), Economics
Brian Hoyer Brian Hoyer's Brown Advisory Experience June 2015 - Present
Job Portfolio Analyst at Brown Advisory | Thoughtful Investing
Industry Financial Services
Experience
Brown Advisory June 2015 - Present
Highmount Capital February 2005 - June 2015
Skills
Equities, Asset Management, Portfolio Management, Wealth Management, Investments, Bloomberg, Alternative Investments, Valuation, Trading, Risk Management, Investment Strategies
Education
University of Connecticut 1999 — 2003
Bachelor of Arts (BA), History & Political Science
Central Connecticut State University
Brown Advisory June 2015 - Present
Highmount Capital February 2005 - June 2015
Skills
Equities, Asset Management, Portfolio Management, Wealth Management, Investments, Bloomberg, Alternative Investments, Valuation, Trading, Risk Management, Investment Strategies
Education
University of Connecticut 1999 — 2003
Bachelor of Arts (BA), History & Political Science
Central Connecticut State University
Billy Mathews Billy Mathews's Brown Advisory Experience July 2011 - Present
Job Portfolio Analyst at Brown Advisory
Industry Investment Management
Experience
Brown Advisory July 2011 - Present
ADP October 2010 - May 2011
Business Volunteers Unlimited Maryland July 2010 - October 2010
UBS Wealth Management January 2009 - February 2009
Brown Advisory June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Investments, Portfolio Management, Strategic Financial..., Financial Modeling, Corporate Finance, PowerPoint, Microsoft Office, Finance, Salesforce.com, Strategic Planning, Microsoft Word, Data Analysis, Customer Service, Social Media, Asset Allocation
Education
Elon University 2006 — 2010
Business Administration, Finance
Elon University - Martha and Spencer Love School of Business 2006 — 2010
BS, Business Administration
Brown Advisory July 2011 - Present
ADP October 2010 - May 2011
Business Volunteers Unlimited Maryland July 2010 - October 2010
UBS Wealth Management January 2009 - February 2009
Brown Advisory June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Investments, Portfolio Management, Strategic Financial..., Financial Modeling, Corporate Finance, PowerPoint, Microsoft Office, Finance, Salesforce.com, Strategic Planning, Microsoft Word, Data Analysis, Customer Service, Social Media, Asset Allocation
Education
Elon University 2006 — 2010
Business Administration, Finance
Elon University - Martha and Spencer Love School of Business 2006 — 2010
BS, Business Administration
Frederick B. Smith IV, CFA, CAIA Frederick B. Smith IV, CFA, CAIA's Brown Advisory Experience December 2009 - May 2012
Job Senior Investment Analyst at Maryland State Retirement and Pension System
Industry Financial Services
Experience
Maryland State Retirement and Pension System December 2014 - Present
Asset Strategy Consultants May 2012 - November 2014
Brown Advisory December 2009 - May 2012
Legg Mason March 2005 - December 2009
Skills
Private Equity, Asset Allocation, Investments
Education
The Johns Hopkins University - Carey Business School 2006 — 2008
Graduate Certificate, Investments
Franklin & Marshall College 1999 — 2003
BA, History
Maryland State Retirement and Pension System December 2014 - Present
Asset Strategy Consultants May 2012 - November 2014
Brown Advisory December 2009 - May 2012
Legg Mason March 2005 - December 2009
Skills
Private Equity, Asset Allocation, Investments
Education
The Johns Hopkins University - Carey Business School 2006 — 2008
Graduate Certificate, Investments
Franklin & Marshall College 1999 — 2003
BA, History
Catherine P. McDonnell Catherine P. McDonnell's Brown Advisory Experience June 2013 - Present
Job Principal, Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2013 - Present
PNC Wealth Management November 2004 - June 2013
Lehman Brothers July 1998 - February 2002
Skills
Investments, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Asset Management, Portfolio Management, Retirement Planning, Fixed Income, Equities, Hedge Funds, Estate Planning, Valuation, Financial Analysis, Mutual Funds
Education
The Johns Hopkins University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.), Economics with a Studio Art Minor
Roland Park Country School 1988 — 1994
Brown Advisory June 2013 - Present
PNC Wealth Management November 2004 - June 2013
Lehman Brothers July 1998 - February 2002
Skills
Investments, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Asset Management, Portfolio Management, Retirement Planning, Fixed Income, Equities, Hedge Funds, Estate Planning, Valuation, Financial Analysis, Mutual Funds
Education
The Johns Hopkins University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.), Economics with a Studio Art Minor
Roland Park Country School 1988 — 1994
Levett Dan's Brown Advisory Experience December 2006 - September 2009
Job Technology Advisor at America's Remote Help Desk
Industry Information Technology and Services
Experience
All Covered May 2015 - Present
America's Remote Help Desk March 2010 - Present
Brown Advisory December 2006 - September 2009
PNC October 2000 - December 2006
Skills
Firewalls, Routers, DNS, DHCP, VMware, Virtualization, Disaster Recovery, Cisco Technologies, Active Directory, Citrix, Microsoft Exchange, Windows Server, Network Security, VMware ESX, Blackberry Enterprise..., Networking, vSphere, VMware vSphere
Education
Bel Air High School 1995 — 1999
/Training/Etc
Red Hat Enterprise Linux RH-133
Carroll Community College
Cisco CCNA / ICND
New Horizons
Interconnecting Cisco Network Devices
Skyline Advanced Technology Services
Building Scalable Cisco Internetworks
All Covered May 2015 - Present
America's Remote Help Desk March 2010 - Present
Brown Advisory December 2006 - September 2009
PNC October 2000 - December 2006
Skills
Firewalls, Routers, DNS, DHCP, VMware, Virtualization, Disaster Recovery, Cisco Technologies, Active Directory, Citrix, Microsoft Exchange, Windows Server, Network Security, VMware ESX, Blackberry Enterprise..., Networking, vSphere, VMware vSphere
Education
Bel Air High School 1995 — 1999
/Training/Etc
Red Hat Enterprise Linux RH-133
Carroll Community College
Cisco CCNA / ICND
New Horizons
Interconnecting Cisco Network Devices
Skyline Advanced Technology Services
Building Scalable Cisco Internetworks
Li, Paul's Brown Advisory Experience March 2006 - Present
Job Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory March 2006 - Present
Howard Hughes Medical Institute September 2002 - March 2006
Bethlehem Steel Pension Fund July 2000 - August 2002
Skills
Equities, Investments, Financial Modeling, Valuation, Financial Analysis, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Bloomberg
Education
Cornell University 1999 — 2000
Master of Business Administration (M.B.A.)
Cornell University 1991 — 1995
Doctor of Philosophy (Ph.D.), Molecular Biology
Brown Advisory March 2006 - Present
Howard Hughes Medical Institute September 2002 - March 2006
Bethlehem Steel Pension Fund July 2000 - August 2002
Skills
Equities, Investments, Financial Modeling, Valuation, Financial Analysis, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Bloomberg
Education
Cornell University 1999 — 2000
Master of Business Administration (M.B.A.)
Cornell University 1991 — 1995
Doctor of Philosophy (Ph.D.), Molecular Biology
Dennis Lomax Dennis Lomax's Brown Advisory Experience August 2011 - September 2011
Job Sr. Technical Support Analyst at Johns Hopkins University, Center for Talented Youth
Industry Information Technology and Services
Experience
Johns Hopkins University, Center for Talented Youth December 2011 - Present
Brown Advisory August 2011 - September 2011
Northrop Grumman June 2009 - June 2011
Skills
Servers, Windows 7, Microsoft Office, Software, HTML, Training, Troubleshooting, Customer Service, Outlook, Microsoft Excel, Active Directory, Microsoft Word, Computer Hardware, Research, CompTIA A+ Certification, CompTIA Network+, Technical Support
Education
Kaplan University 2011 — 2011
Bachelor of Science for Information Technology
TESST College of Technology-Baltimore 2007 — 2009
Certificate of Completion, Networking Information Technology
Anne Arundel Community College 1997 — 1997
none, general studies
Johns Hopkins University, Center for Talented Youth December 2011 - Present
Brown Advisory August 2011 - September 2011
Northrop Grumman June 2009 - June 2011
Skills
Servers, Windows 7, Microsoft Office, Software, HTML, Training, Troubleshooting, Customer Service, Outlook, Microsoft Excel, Active Directory, Microsoft Word, Computer Hardware, Research, CompTIA A+ Certification, CompTIA Network+, Technical Support
Education
Kaplan University 2011 — 2011
Bachelor of Science for Information Technology
TESST College of Technology-Baltimore 2007 — 2009
Certificate of Completion, Networking Information Technology
Anne Arundel Community College 1997 — 1997
none, general studies
Julie Proudfit Coleman Julie Proudfit Coleman's Brown Advisory Experience July 2014 - Present
Job Associate Counsel/Alternatives Compliance Officer, Brown Advisory
Industry Legal Services
Experience
Brown Advisory July 2014 - Present
TRACE January 2010 - March 2014
TRACE International, Inc. November 2008 - January 2010
Willkie Farr & Gallagher LLP October 1998 - October 2003
Saks Fifth Avenue June 1992 - July 1995
Skills
Corporate Law, Due Diligence, Corporate Governance, Legal Research, Legal Compliance, FCPA, International Law, Intellectual Property
Education
Duke University School of Law 1995 — 1998
Doctor of Law (J.D.)
Duke University 1988 — 1992
Bachelor of Arts (B.A.)
Brown Advisory July 2014 - Present
TRACE January 2010 - March 2014
TRACE International, Inc. November 2008 - January 2010
Willkie Farr & Gallagher LLP October 1998 - October 2003
Saks Fifth Avenue June 1992 - July 1995
Skills
Corporate Law, Due Diligence, Corporate Governance, Legal Research, Legal Compliance, FCPA, International Law, Intellectual Property
Education
Duke University School of Law 1995 — 1998
Doctor of Law (J.D.)
Duke University 1988 — 1992
Bachelor of Arts (B.A.)
Stuart Dorsett Stuart Dorsett's Brown Advisory Experience November 2014 - Present
Job Strategic Advisor at Brown Advisory
Industry Investment Management
Experience
Brown Advisory November 2014 - Present
Ward and Smith, P.A. March 1991 - October 2014
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 1985 - 1991
Skills
Estate Planning, Trusts, Estate Law, Asset Protection, Wills, Estate Administration, Estate Tax Planning, Elder Law, Succession Planning, Legal Writing, Real Estate, Business Formation, Charitable Trusts, Business Succession..., Legal Research, Due Diligence, Investments
Education
University of North Carolina at Chapel Hill 1982 — 1985
J.D. with honors, Law
Davidson College 1978 — 1982
A.B. cum laude, Economics
Brown Advisory November 2014 - Present
Ward and Smith, P.A. March 1991 - October 2014
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 1985 - 1991
Skills
Estate Planning, Trusts, Estate Law, Asset Protection, Wills, Estate Administration, Estate Tax Planning, Elder Law, Succession Planning, Legal Writing, Real Estate, Business Formation, Charitable Trusts, Business Succession..., Legal Research, Due Diligence, Investments
Education
University of North Carolina at Chapel Hill 1982 — 1985
J.D. with honors, Law
Davidson College 1978 — 1982
A.B. cum laude, Economics
Howard Schwartz Howard Schwartz's Brown Advisory Experience January 1995 - May 1999
Job Senior Vice President, US Trust
Industry Investment Management
Experience
US Trust April 2010 - Present
BB&T Wealth Management May 2008 - April 2010
Goldman Sachs May 2007 - April 2008
Mercantile Wealth Management (Now PNC) April 1999 - May 2007
Brown Advisory January 1995 - May 1999
Security Trust Company (Now Bank of America) September 1990 - January 1995
Skills
Asset Allocation, Asset Management, Finance, High Net Worth..., Investment Management, Investments, Portfolio Management, Wealth, Wealth Management, Wealth Management..., Equities, Fixed Income, Mutual Funds
Education
Loyola University Maryland 1993 — 1995
MBA, Finance
University of Maryland College Park 1984 — 1989
BA, Economics, Finance
George Washington High School 1980 — 1984
US Trust April 2010 - Present
BB&T Wealth Management May 2008 - April 2010
Goldman Sachs May 2007 - April 2008
Mercantile Wealth Management (Now PNC) April 1999 - May 2007
Brown Advisory January 1995 - May 1999
Security Trust Company (Now Bank of America) September 1990 - January 1995
Skills
Asset Allocation, Asset Management, Finance, High Net Worth..., Investment Management, Investments, Portfolio Management, Wealth, Wealth Management, Wealth Management..., Equities, Fixed Income, Mutual Funds
Education
Loyola University Maryland 1993 — 1995
MBA, Finance
University of Maryland College Park 1984 — 1989
BA, Economics, Finance
George Washington High School 1980 — 1984
Lily Fayerweather Lily Fayerweather's Brown Advisory Experience September 2013 - January 2015
Job Sustainability Research and Analysis
Industry
Experience
Brown Advisory September 2013 - January 2015
Connecticut College September 2012 - May 2013
Connecticut College June 2012 - August 2012
Steven Winter Associates May 2012 - August 2012
US Fish and Wildlife Service May 2011 - August 2011
Skills
Microsoft Word, Excel,..., Online Databases, SPSS, GIS, Verbal and Written..., Microsoft Word, Microsoft Excel, Microsoft Powerpoint, PowerPoint
Education
Connecticut College 2009 — 2013
Bachelor of Arts (B.A.), Double Major in Environmental Studies (Natural Science Track) and Botany; Minor in Economics
Danish Institute for Study Abroad
Sustainability Program
Sharon High School 2005 — 2009
Diploma
Prozdor of Hebrew College 2004 — 2009
Diploma, with honors
Brown Advisory September 2013 - January 2015
Connecticut College September 2012 - May 2013
Connecticut College June 2012 - August 2012
Steven Winter Associates May 2012 - August 2012
US Fish and Wildlife Service May 2011 - August 2011
Skills
Microsoft Word, Excel,..., Online Databases, SPSS, GIS, Verbal and Written..., Microsoft Word, Microsoft Excel, Microsoft Powerpoint, PowerPoint
Education
Connecticut College 2009 — 2013
Bachelor of Arts (B.A.), Double Major in Environmental Studies (Natural Science Track) and Botany; Minor in Economics
Danish Institute for Study Abroad
Sustainability Program
Sharon High School 2005 — 2009
Diploma
Prozdor of Hebrew College 2004 — 2009
Diploma, with honors
Bethany Moran Bethany Moran's Brown Advisory Experience April 2014 - Present
Job Senior Composite Performance Specialist at Brown Advisory
Industry Investment Management
Experience
Brown Advisory April 2014 - Present
Vincent Performance Services LLC July 2012 - August 2013
PricewaterhouseCoopers January 2011 - June 2012
State Street Corporation September 2008 - December 2010
State Street Corporation August 2007 - September 2008
Skills
Financial Analysis, Financial Reporting, Bloomberg, Accounting, Financial Modeling, Asset Management, Due Diligence, Equities, Finance, Financial Services, Fixed Income, Investments, Microsoft Excel, Mutual Funds, Networking, Portfolio Management, Public Speaking, Valuation
Education
Northeastern University 2012 — 2015
MS Finance & MBA
University of New Hampshire 2003 — 2007
BA, Communication, Business Administration
Brown Advisory April 2014 - Present
Vincent Performance Services LLC July 2012 - August 2013
PricewaterhouseCoopers January 2011 - June 2012
State Street Corporation September 2008 - December 2010
State Street Corporation August 2007 - September 2008
Skills
Financial Analysis, Financial Reporting, Bloomberg, Accounting, Financial Modeling, Asset Management, Due Diligence, Equities, Finance, Financial Services, Fixed Income, Investments, Microsoft Excel, Mutual Funds, Networking, Portfolio Management, Public Speaking, Valuation
Education
Northeastern University 2012 — 2015
MS Finance & MBA
University of New Hampshire 2003 — 2007
BA, Communication, Business Administration
Sean Leahy's Brown Advisory Experience June 2012 - August 2012
Job Territory Manager at EMC
Industry Information Technology and Services
Experience
EMC September 2014 - Present
EMC March 2013 - September 2014
EMC September 2012 - March 2013
Brown Advisory June 2012 - August 2012
Bayview Marina June 2007 - August 2011
Target Marketing Group September 2005 - August 2010
Education
University of San Diego 2008 — 2012
School; Bachelor of Science, Business Administration; Finance
Hong Kong Baptist University
International Economics
Loyola Blakefield
EMC September 2014 - Present
EMC March 2013 - September 2014
EMC September 2012 - March 2013
Brown Advisory June 2012 - August 2012
Bayview Marina June 2007 - August 2011
Target Marketing Group September 2005 - August 2010
Education
University of San Diego 2008 — 2012
School; Bachelor of Science, Business Administration; Finance
Hong Kong Baptist University
International Economics
Loyola Blakefield
Ryan Felone Ryan Felone's Brown Advisory Experience July 2015 - Present
Job IT Intern at Brown Advisory
Industry Information Technology and Services
Experience
Brown Advisory July 2015 - Present
Highmount December 2014 - July 2015
iCorps Technologies January 2014 - August 2014
RIKEN January 2013 - June 2013
Lui Lui’s Restaurant May 2012 - September 2012
Murphy’s On The Green April 2011 - September 2012
Panera Bread April 2009 - August 2010
Skills
Microsoft Office, Microsoft Visual Studio..., SQL, Eclipse, VMware ESX, Windows System..., End User Management, Linux, Active Directory
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Mathematics
Hartford High School 2007 — 2011
High School Diploma
Brown Advisory July 2015 - Present
Highmount December 2014 - July 2015
iCorps Technologies January 2014 - August 2014
RIKEN January 2013 - June 2013
Lui Lui’s Restaurant May 2012 - September 2012
Murphy’s On The Green April 2011 - September 2012
Panera Bread April 2009 - August 2010
Skills
Microsoft Office, Microsoft Visual Studio..., SQL, Eclipse, VMware ESX, Windows System..., End User Management, Linux, Active Directory
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Mathematics
Hartford High School 2007 — 2011
High School Diploma
Linda Mbassa Linda Mbassa's Brown Advisory Experience October 2010 - January 2011
Job Program Coordinator, Southern Africa at Population Services International
Industry International Affairs
Experience
Population Services International October 2013 - Present
African Development Bank June 2013 - September 2013
a MD State Senator March 2011 - June 2013
USA for UNHCR January 2013 - April 2013
Brown Advisory October 2010 - January 2011
Embassy of Cameroon June 2010 - August 2010
Marriott International September 2009 - June 2010
Academy for Educational Development (FHI 360) March 2010 - April 2010
Council for Court Excellence April 2009 - August 2009
Brigham Young University December 2007 - April 2009
Skills
Microsoft Office Suite,..., Non-profits, Research, SPSS, Editing, QuickBooks, Project Management, Budgets, Experience working in..., Nonprofits, Analysis, Microsoft Office, Public Policy, Data Analysis, International..., Policy Analysis
Education
American University 2012 — 2014
Master's degree, International/Global Studies, International Peace and Conflict Resolution
Brigham Young University 2005 — 2009
Bachelor's of Art, History, Sociology
Brigham Young University 2007 — 2009
Bachelor of Sciences, Sociology
Population Services International October 2013 - Present
African Development Bank June 2013 - September 2013
a MD State Senator March 2011 - June 2013
USA for UNHCR January 2013 - April 2013
Brown Advisory October 2010 - January 2011
Embassy of Cameroon June 2010 - August 2010
Marriott International September 2009 - June 2010
Academy for Educational Development (FHI 360) March 2010 - April 2010
Council for Court Excellence April 2009 - August 2009
Brigham Young University December 2007 - April 2009
Skills
Microsoft Office Suite,..., Non-profits, Research, SPSS, Editing, QuickBooks, Project Management, Budgets, Experience working in..., Nonprofits, Analysis, Microsoft Office, Public Policy, Data Analysis, International..., Policy Analysis
Education
American University 2012 — 2014
Master's degree, International/Global Studies, International Peace and Conflict Resolution
Brigham Young University 2005 — 2009
Bachelor's of Art, History, Sociology
Brigham Young University 2007 — 2009
Bachelor of Sciences, Sociology
Jeffrey J. Kornegay Jeffrey J. Kornegay's Brown Advisory Experience June 2012 - Present
Job Alternative Investment Operations Associate at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2012 - Present
Morgan Stanley Smith Barney 2011 - June 2012
JPMorgan & Co. 2006 - 2010
JPMorgan & Co. October 2006 - December 2007
Thomson Reuters August 2001 - October 2006
Skills
Private Equity, Venture Capital, Alternative Assets, Financial Planning and..., Financial Document..., Meeting Coordination, General Operations..., Strategic Planning and..., Continuous Process..., Microsoft Office Suite, Investran (Sungard), PrivateI, FrontInvest (eFront), Private Equity Software...
Education
Monmouth University 1998 — 2001
Bachelor of Science, Business Administration, with Concentration in Finance
Istituto Venezia 2000 — 2000
Intermediate Italian
Pima Community College
Coursework toward Bachelor of Science, Business Administration
Brown Advisory June 2012 - Present
Morgan Stanley Smith Barney 2011 - June 2012
JPMorgan & Co. 2006 - 2010
JPMorgan & Co. October 2006 - December 2007
Thomson Reuters August 2001 - October 2006
Skills
Private Equity, Venture Capital, Alternative Assets, Financial Planning and..., Financial Document..., Meeting Coordination, General Operations..., Strategic Planning and..., Continuous Process..., Microsoft Office Suite, Investran (Sungard), PrivateI, FrontInvest (eFront), Private Equity Software...
Education
Monmouth University 1998 — 2001
Bachelor of Science, Business Administration, with Concentration in Finance
Istituto Venezia 2000 — 2000
Intermediate Italian
Pima Community College
Coursework toward Bachelor of Science, Business Administration
Peter Thorne's Brown Advisory Experience June 2012 - Present
Job Private Investor and educational change advocate
Industry Investment Management
Experience
Monaghan Thorne 1984 - Present
The Cambridge School of Weston 2011 - Present
Brown Advisory June 2012 - Present
Greylock 1977 - Present
IBT Partners 2004 - Present
SOASTA, Inc. 2007 - Present
SecretBuilders 2006 - Present
HitFix 2009 - Present
Entrepreneurs Fund 1997 - Present
Skills
Venture Capital, New Venture Development, Early Stage Companies, Strategic Thinking, Product Development, International Trade, Hedge Funds, Absolute Return, Educational Technology, Venture Philanthropy, Angel Investing, Business Development, Start-ups, Entrepreneurship, Strategy, Due Diligence, Investments, Business Strategy, Private Equity, Strategic Partnerships, Market Analysis, Mergers, Corporate Development, Strategic Planning, Mergers & Acquisitions, Emerging Markets, Management Consulting, Business Planning, Product Management, Executive Management, Leadership, Go-to-market Strategy, Valuation, Analytics, Marketing Strategy, Competitive Analysis, Social Entrepreneurship, Alternative Investments, Financial Modeling, Market Research, International Business, Strategic Consulting, Thought Leadership, Cleantech, Analysis, E-commerce, Capital, Investor Relations, SaaS, Corporate Finance
Education
Harvard Business School 1979 — 1981
MBA
Yale College 1973 — 1977
BA, Architecture
Hotchkiss School 1970 — 1973
Diploma
Monaghan Thorne 1984 - Present
The Cambridge School of Weston 2011 - Present
Brown Advisory June 2012 - Present
Greylock 1977 - Present
IBT Partners 2004 - Present
SOASTA, Inc. 2007 - Present
SecretBuilders 2006 - Present
HitFix 2009 - Present
Entrepreneurs Fund 1997 - Present
Skills
Venture Capital, New Venture Development, Early Stage Companies, Strategic Thinking, Product Development, International Trade, Hedge Funds, Absolute Return, Educational Technology, Venture Philanthropy, Angel Investing, Business Development, Start-ups, Entrepreneurship, Strategy, Due Diligence, Investments, Business Strategy, Private Equity, Strategic Partnerships, Market Analysis, Mergers, Corporate Development, Strategic Planning, Mergers & Acquisitions, Emerging Markets, Management Consulting, Business Planning, Product Management, Executive Management, Leadership, Go-to-market Strategy, Valuation, Analytics, Marketing Strategy, Competitive Analysis, Social Entrepreneurship, Alternative Investments, Financial Modeling, Market Research, International Business, Strategic Consulting, Thought Leadership, Cleantech, Analysis, E-commerce, Capital, Investor Relations, SaaS, Corporate Finance
Education
Harvard Business School 1979 — 1981
MBA
Yale College 1973 — 1977
BA, Architecture
Hotchkiss School 1970 — 1973
Diploma
John C. Reith's Brown Advisory Experience February 2007 - March 2010
Job Director of Business Development at Rifkin, Weiner, Livingston, Levitan & Silver, LLC
Industry Government Relations
Experience
Rifkin, Weiner, Livingston, Levitan & Silver, LLC December 2014 - Present
The Canton Group November 2014 - Present
Compass Marketing, Inc. January 2011 - December 2014
Ehrlich for Maryland Committee March 2010 - December 2010
Brown Advisory February 2007 - March 2010
Ehrlich for Maryland Committee May 2002 - February 2007
Maryland Republican Party 2003 - 2007
edocs September 1999 - May 2002
Skills
Investments, Strategic Planning, Social Media, Public Speaking, Business Development, Strategy, Marketing, Consumer Products, Distribution Strategies, Water Management, Fundraising, Investment Advisory, Investment Management, Management, Public Policy, Government, Business Strategy, E-commerce, Sales, Politics, Management Consulting, Political Campaigns, Public Relations, Finance, Conversational Marketing, Soccer Coaching, Leadership, Marketing Strategy, New Business Development, Nonprofits, Start-ups, Consulting
Education
Hobart and William Smith Colleges 1984 — 1988
BA, American Studies & Political Science
The Boys' Latin School of Maryland 1979 — 1984
High School
Rifkin, Weiner, Livingston, Levitan & Silver, LLC December 2014 - Present
The Canton Group November 2014 - Present
Compass Marketing, Inc. January 2011 - December 2014
Ehrlich for Maryland Committee March 2010 - December 2010
Brown Advisory February 2007 - March 2010
Ehrlich for Maryland Committee May 2002 - February 2007
Maryland Republican Party 2003 - 2007
edocs September 1999 - May 2002
Skills
Investments, Strategic Planning, Social Media, Public Speaking, Business Development, Strategy, Marketing, Consumer Products, Distribution Strategies, Water Management, Fundraising, Investment Advisory, Investment Management, Management, Public Policy, Government, Business Strategy, E-commerce, Sales, Politics, Management Consulting, Political Campaigns, Public Relations, Finance, Conversational Marketing, Soccer Coaching, Leadership, Marketing Strategy, New Business Development, Nonprofits, Start-ups, Consulting
Education
Hobart and William Smith Colleges 1984 — 1988
BA, American Studies & Political Science
The Boys' Latin School of Maryland 1979 — 1984
High School
Joshua Morehouse Joshua Morehouse's Brown Advisory Experience October 2013 - Present
Job Technical Manager at Brown Advisory
Industry Information Technology and Services
Experience
Brown Advisory October 2013 - Present
Steben & Company, Inc. March 2009 - October 2013
Technology Management, Inc. (TMI) August 2007 - March 2009
FBR Capital Markets February 2007 - August 2007
FBR February 2003 - June 2007
FBR March 2006 - February 2007
FBR September 2004 - February 2006
FBR February 2002 - September 2004
FBR October 2000 - February 2002
AAM Distribution February 1998 - September 2000
Skills
Series 99, ITIL, Service Management, Desktop Support, Asset Managment, Portfolio Management, Business Analysis, Market Data, Disaster Recovery, Data Center, Capital Markets, Windows Server, SharePoint, CRM, Mac OS X, ADFS 2.0, Storage Area Networks, Virtualization, ShoreTel, Sonicwall, LAMP, Backup Exec, HP Openview, Solarwinds, HDI Support Center..., Automation, Customer Satisfaction, Remote Infrastructure..., Technical Support, Servers
Education
Learning Tree 2007 — 2007
Montgomery College 1996 — 1998
Brown Advisory October 2013 - Present
Steben & Company, Inc. March 2009 - October 2013
Technology Management, Inc. (TMI) August 2007 - March 2009
FBR Capital Markets February 2007 - August 2007
FBR February 2003 - June 2007
FBR March 2006 - February 2007
FBR September 2004 - February 2006
FBR February 2002 - September 2004
FBR October 2000 - February 2002
AAM Distribution February 1998 - September 2000
Skills
Series 99, ITIL, Service Management, Desktop Support, Asset Managment, Portfolio Management, Business Analysis, Market Data, Disaster Recovery, Data Center, Capital Markets, Windows Server, SharePoint, CRM, Mac OS X, ADFS 2.0, Storage Area Networks, Virtualization, ShoreTel, Sonicwall, LAMP, Backup Exec, HP Openview, Solarwinds, HDI Support Center..., Automation, Customer Satisfaction, Remote Infrastructure..., Technical Support, Servers
Education
Learning Tree 2007 — 2007
Montgomery College 1996 — 1998
Douglas Falk Douglas Falk's Brown Advisory Experience September 2015 - Present
Job Associate Performance Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory September 2015 - Present
J.J. Haines February 2015 - September 2015
Merrill Lynch July 2014 - February 2015
Midnight Marketing Group January 2013 - August 2013
Lazard September 2012 - December 2012
Skills
PowerPoint, Research, Microsoft Office, Teamwork, Public Speaking, Customer Service, Team Leadership, Social Networking, Finance, Financial Analysis, Wealth Management, Financial Advisory
Education
Goucher College 2010 — 2014
Economics and Business Management with a concentration in Finance, Business/Managerial Economics
Brown Advisory September 2015 - Present
J.J. Haines February 2015 - September 2015
Merrill Lynch July 2014 - February 2015
Midnight Marketing Group January 2013 - August 2013
Lazard September 2012 - December 2012
Skills
PowerPoint, Research, Microsoft Office, Teamwork, Public Speaking, Customer Service, Team Leadership, Social Networking, Finance, Financial Analysis, Wealth Management, Financial Advisory
Education
Goucher College 2010 — 2014
Economics and Business Management with a concentration in Finance, Business/Managerial Economics
Theodore Hanks's Brown Advisory Experience September 2014 - Present
Job Private Equity at Brown Advisory
Industry Financial Services
Experience
Brown Advisory September 2014 - Present
PNC Financial Services 2012 - September 2014
Skills
Credit Risk, Finance, Risk Management, Financial Analysis, Financial Modeling, Capital Markets, Bloomberg, Financial Statement..., Underwriting, Credit Analysis, Microsoft Excel
Education
Penn State University 2008 — 2012
B.S. Finance, International Business
Institute at Palazzo Rucellai 2010 — 2010
International Business
Brown Advisory September 2014 - Present
PNC Financial Services 2012 - September 2014
Skills
Credit Risk, Finance, Risk Management, Financial Analysis, Financial Modeling, Capital Markets, Bloomberg, Financial Statement..., Underwriting, Credit Analysis, Microsoft Excel
Education
Penn State University 2008 — 2012
B.S. Finance, International Business
Institute at Palazzo Rucellai 2010 — 2010
International Business
Gabrielle Uzdin Gabrielle Uzdin's Brown Advisory Experience June 2012 - December 2012
Job BB&T Capital Markets Corporate Banking Associate
Industry Banking
Experience
BB&T March 2014 - Present
BB&T July 2013 - March 2014
Brown Advisory June 2012 - December 2012
PAPA-RAZZI June 2010 - August 2011
Computech, Inc. June 2010 - August 2010
THOMSON ELEMENTARY September 2009 - May 2010
Skills
Microsoft Office, APX, Russian, Mandarin, Spanish, Salesforce.com, Economics, PowerPoint, Research, Social Media, Teamwork
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, International Business and Economics
East China Normal University 2011 — 2011
International Business
BB&T March 2014 - Present
BB&T July 2013 - March 2014
Brown Advisory June 2012 - December 2012
PAPA-RAZZI June 2010 - August 2011
Computech, Inc. June 2010 - August 2010
THOMSON ELEMENTARY September 2009 - May 2010
Skills
Microsoft Office, APX, Russian, Mandarin, Spanish, Salesforce.com, Economics, PowerPoint, Research, Social Media, Teamwork
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, International Business and Economics
East China Normal University 2011 — 2011
International Business
Elliot Pepper, CPA Elliot Pepper, CPA's Brown Advisory Experience May 2014 - Present
Job Senior Tax Accountant at Brown Advisory
Industry Accounting
Experience
Brown Advisory May 2014 - Present
EY October 2011 - April 2014
Ernst & Young June 2010 - August 2010
Skills
GAAP, Corporate Tax, CPA, Tax Accounting, Internal Audit, US GAAP, Tax, Internal Controls, SEC filings, Income Tax, Tax Returns, Tax Preparation, International Tax, Tax Research, Assurance, Financial Statements, Tax Law, Financial Accounting, Auditing, Sarbanes-Oxley Act, SEC Filings
Education
University of Baltimore 2013 — 2016
Master of Taxation (MST), Tax Law/Taxation
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelors, Accounting
Montgomery College 2006 — 2009
Brown Advisory May 2014 - Present
EY October 2011 - April 2014
Ernst & Young June 2010 - August 2010
Skills
GAAP, Corporate Tax, CPA, Tax Accounting, Internal Audit, US GAAP, Tax, Internal Controls, SEC filings, Income Tax, Tax Returns, Tax Preparation, International Tax, Tax Research, Assurance, Financial Statements, Tax Law, Financial Accounting, Auditing, Sarbanes-Oxley Act, SEC Filings
Education
University of Baltimore 2013 — 2016
Master of Taxation (MST), Tax Law/Taxation
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelors, Accounting
Montgomery College 2006 — 2009
Donna Price Donna Price's Brown Advisory Experience December 2011 - March 2013
Job Executive Assistant to the CEO at Urban Teacher Center
Industry Financial Services
Experience
Urban Teacher Center May 2014 - Present
University of Maryland Medical System April 2013 - March 2014
Brown Advisory December 2011 - March 2013
National Aquarium in Baltimore July 2001 - September 2011
Maryland Healthcare Foundation January 2001 - July 2001
Economic Alliance of Greater Baltimore February 1998 - January 2001
Greater Baltimore Committee June 1992 - February 1998
Skills
Fundraising, Public Speaking, Non-profits, Grant Writing, Leadership, Volunteer Management, Social Media, Strategic Planning, Budgets, Management, Community Outreach, Policy, Strategy, Nonprofits, Teaching, International Relations, Recruiting, Editing, Event Planning, Marketing, Training, Public Relations, Research
Education
The Johns Hopkins University - Carey Business School 1989 — 1991
Master of Science, Business
Northwestern University
Bachelor of Science, Secondary Education
Urban Teacher Center May 2014 - Present
University of Maryland Medical System April 2013 - March 2014
Brown Advisory December 2011 - March 2013
National Aquarium in Baltimore July 2001 - September 2011
Maryland Healthcare Foundation January 2001 - July 2001
Economic Alliance of Greater Baltimore February 1998 - January 2001
Greater Baltimore Committee June 1992 - February 1998
Skills
Fundraising, Public Speaking, Non-profits, Grant Writing, Leadership, Volunteer Management, Social Media, Strategic Planning, Budgets, Management, Community Outreach, Policy, Strategy, Nonprofits, Teaching, International Relations, Recruiting, Editing, Event Planning, Marketing, Training, Public Relations, Research
Education
The Johns Hopkins University - Carey Business School 1989 — 1991
Master of Science, Business
Northwestern University
Bachelor of Science, Secondary Education
X.Sheryl Zhou's Brown Advisory Experience June 2013 - Present
Job Health Care Equity Research Analyst at Brown Advisory
Industry Capital Markets
Experience
Brown Advisory June 2013 - Present
Adage Capital Management, L.P. June 2012 - August 2012
PAREXEL International Corp. 2010 - 2011
Affirmed Capital 2009 - 2010
Asten Biopharma Advisors February 2009 - April 2009
Skills
Oncology, Lifesciences, Pharmaceutical Industry, Biotechnology, Portfolio Management, Investments, Hedge Funds, Immunology, Equity Research, Healthcare, Research, Mutual Funds, Clinical Trials, Cell Biology
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
Joan & Sanford I. Weill Medical College of Cornell University/Memorial Sloan Kettering Cancer Center
Ph.D, Biomedical Sciences
Fudan University
B.S., Biological and Biomedical Sciences
National University of Singapore
Exchange Student/Assistant Research Officer
Brown Advisory June 2013 - Present
Adage Capital Management, L.P. June 2012 - August 2012
PAREXEL International Corp. 2010 - 2011
Affirmed Capital 2009 - 2010
Asten Biopharma Advisors February 2009 - April 2009
Skills
Oncology, Lifesciences, Pharmaceutical Industry, Biotechnology, Portfolio Management, Investments, Hedge Funds, Immunology, Equity Research, Healthcare, Research, Mutual Funds, Clinical Trials, Cell Biology
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
Joan & Sanford I. Weill Medical College of Cornell University/Memorial Sloan Kettering Cancer Center
Ph.D, Biomedical Sciences
Fudan University
B.S., Biological and Biomedical Sciences
National University of Singapore
Exchange Student/Assistant Research Officer
James Ricker James Ricker's Brown Advisory Experience May 2012 - August 2013
Job Research Associate at K2 Advisors
Industry Financial Services
Experience
K2 Advisors August 2013 - Present
Brown Advisory May 2012 - August 2013
Penobscot Investment Management May 2011 - June 2011
Education
Hamilton College 2009 — 2013
BA, Economics
Stockholm University 2011 — 2011
The Swedish Program
Phillips Academy 2005 — 2009
K2 Advisors August 2013 - Present
Brown Advisory May 2012 - August 2013
Penobscot Investment Management May 2011 - June 2011
Education
Hamilton College 2009 — 2013
BA, Economics
Stockholm University 2011 — 2011
The Swedish Program
Phillips Academy 2005 — 2009
Glen Lambinicio Glen Lambinicio's Brown Advisory Experience Jr. Portfolio ManagerBeaty Haynes & Associates, Inc.February 1997 - July 2007
Job Associate Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory Jr. Portfolio ManagerBeaty Haynes & Associates, Inc.February 1997 - July 2007
Keystone Asset Management May 1996 - February 1997
Skills
Investments, Financial Modeling, Asset Managment, Valuation, Asset Management, Financial Analysis, Due Diligence, Portfolio Management, Market Analysis, Real Estate Development, Commercial Real Estate, Investment Strategies, Finance, Bloomberg, Alternative Investments, Real Estate, Private Equity, Capital Markets, Management, Real Estate Economics, Equities, Real Estate Transactions
Education
Georgetown University 2009 — 2011
Masters, Real Estate
Washington School of Photography 2004 — 2005
Photography
Florida Institute of Technology 2000 — 2002
Certificate, Financial Planning
George Mason University 1992 — 1996
BS, Finance
Brown Advisory Jr. Portfolio ManagerBeaty Haynes & Associates, Inc.February 1997 - July 2007
Keystone Asset Management May 1996 - February 1997
Skills
Investments, Financial Modeling, Asset Managment, Valuation, Asset Management, Financial Analysis, Due Diligence, Portfolio Management, Market Analysis, Real Estate Development, Commercial Real Estate, Investment Strategies, Finance, Bloomberg, Alternative Investments, Real Estate, Private Equity, Capital Markets, Management, Real Estate Economics, Equities, Real Estate Transactions
Education
Georgetown University 2009 — 2011
Masters, Real Estate
Washington School of Photography 2004 — 2005
Photography
Florida Institute of Technology 2000 — 2002
Certificate, Financial Planning
George Mason University 1992 — 1996
BS, Finance
Jeffrey Beaty Jeffrey Beaty's Brown Advisory Experience August 1999 - Present
Job Operations Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory August 1999 - Present
Education
American University 1977 — 1981
M.A., International Development
The Johns Hopkins University 1975 — 1977
B.A., Int'l Studies
Brown Advisory August 1999 - Present
Education
American University 1977 — 1981
M.A., International Development
The Johns Hopkins University 1975 — 1977
B.A., Int'l Studies
Margaret Brown Margaret Brown's Brown Advisory Experience September 2012 - December 2012
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Goldman Sachs June 2013 - August 2013
Brown Advisory September 2012 - December 2012
DAI May 2012 - August 2012
Fuqua School of Business 2011 - 2012
Roosevelt Institute 2011 - 2012
Sunflower County Freedom Project May 2011 - August 2011
Education
Robertson Scholars Leadership Program 2010 — 2014
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.) with Highest Distinction, Economics and Global Studies, GPA 3.8
Duke University 2010 — 2014
Certificate, Philosophy, Political Science and Economics
Morgan Stanley June 2014 - Present
Goldman Sachs June 2013 - August 2013
Brown Advisory September 2012 - December 2012
DAI May 2012 - August 2012
Fuqua School of Business 2011 - 2012
Roosevelt Institute 2011 - 2012
Sunflower County Freedom Project May 2011 - August 2011
Education
Robertson Scholars Leadership Program 2010 — 2014
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.) with Highest Distinction, Economics and Global Studies, GPA 3.8
Duke University 2010 — 2014
Certificate, Philosophy, Political Science and Economics
Doug McClean Doug McClean's Brown Advisory Experience May 2011 - January 2012
Job Analyst at Maryland Capital Management
Industry Financial Services
Experience
Maryland Capital Management July 2012 - Present
Brown Advisory May 2011 - January 2012
Grove City College September 2010 - May 2011
Brown Advisory May 2010 - August 2010
Skills
Advent's APX, Advent's Moxy, PowerPoint, Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Public Speaking, Financial Modeling, Marketing, Accounting, Asset Management, Strategic Financial..., Investments, Equity Valuation, Corporate Finance, Data Analysis, Asset Allocation, Editing
Education
Grove City College 2008 — 2012
B.S., Finance
Maryland Capital Management July 2012 - Present
Brown Advisory May 2011 - January 2012
Grove City College September 2010 - May 2011
Brown Advisory May 2010 - August 2010
Skills
Advent's APX, Advent's Moxy, PowerPoint, Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Public Speaking, Financial Modeling, Marketing, Accounting, Asset Management, Strategic Financial..., Investments, Equity Valuation, Corporate Finance, Data Analysis, Asset Allocation, Editing
Education
Grove City College 2008 — 2012
B.S., Finance
Madison Carr Madison Carr's Brown Advisory Experience May 2014 - Present
Job Institutional Business Associate at Brown Advisory
Industry Financial Services
Experience
Brown Advisory May 2014 - Present
Brown Advisory May 2012 - May 2014
Office of U.S. Senator Jim DeMint January 2012 - July 2012
Brown Advisory June 2011 - August 2011
Merrill Lynch August 2010 - December 2010
Maverick Southern Kitchens May 2010 - December 2010
Skills
Chinese, Economics, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, Outlook, Organization
Education
The Johns Hopkins University - Carey Business School 2014 — 2017
Master of Business Administration (MBA)
College of Charleston 2008 — 2012
Bachelor of Science (B.S.), Economics
Brown Advisory May 2014 - Present
Brown Advisory May 2012 - May 2014
Office of U.S. Senator Jim DeMint January 2012 - July 2012
Brown Advisory June 2011 - August 2011
Merrill Lynch August 2010 - December 2010
Maverick Southern Kitchens May 2010 - December 2010
Skills
Chinese, Economics, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, Outlook, Organization
Education
The Johns Hopkins University - Carey Business School 2014 — 2017
Master of Business Administration (MBA)
College of Charleston 2008 — 2012
Bachelor of Science (B.S.), Economics
Nathan Brody's Brown Advisory Experience June 2014 - August 2014
Job Business Development at QASymphony
Industry Information Technology and Services
Experience
QASymphony August 2015 - Present
Windsor Circle, Inc. February 2015 - July 2015
Brown Advisory June 2014 - August 2014
GreenLight Fund June 2013 - August 2013
Brown Brothers Harriman May 2012 - July 2012
Education
Duke University 2011 — 2015
The Lawrenceville School 2007 — 2011
QASymphony August 2015 - Present
Windsor Circle, Inc. February 2015 - July 2015
Brown Advisory June 2014 - August 2014
GreenLight Fund June 2013 - August 2013
Brown Brothers Harriman May 2012 - July 2012
Education
Duke University 2011 — 2015
The Lawrenceville School 2007 — 2011
Sammy Ibrahim Sammy Ibrahim's Brown Advisory Experience May 2014 - Present
Job Institutional Proposal Writer at Brown Advisory
Industry Investment Management
Experience
Brown Advisory May 2014 - Present
T. Rowe Price June 2010 - May 2014
T. Rowe Price March 2007 - June 2010
T. Rowe Price March 2006 - March 2007
T. Rowe Price July 2005 - March 2006
Target Marketing Group January 2004 - July 2005
The Elkridge Club October 2002 - November 2003
Baltimore Country Club 1996 - 2002
Skills
Microsoft Office, QuarkXPress, Illustrator, Adobe Acrobat, PMAPS, Customer Relations, Customer Service, FINRA Series 6, Asset Allocation, Fixed Income, Investments, Strategy, Mutual Funds, Series 6, Asset Management, Equities, Finance, Financial Services, Investment Management, Marketing, Management, Leadership, Portfolio Management, Wealth Management
Education
Penn State University 2010 — 2016
Bachelor of Science (BS), Organizational Leadership
CCBC 2009 — 2010
Spring 2010, General Studies
Brown Advisory May 2014 - Present
T. Rowe Price June 2010 - May 2014
T. Rowe Price March 2007 - June 2010
T. Rowe Price March 2006 - March 2007
T. Rowe Price July 2005 - March 2006
Target Marketing Group January 2004 - July 2005
The Elkridge Club October 2002 - November 2003
Baltimore Country Club 1996 - 2002
Skills
Microsoft Office, QuarkXPress, Illustrator, Adobe Acrobat, PMAPS, Customer Relations, Customer Service, FINRA Series 6, Asset Allocation, Fixed Income, Investments, Strategy, Mutual Funds, Series 6, Asset Management, Equities, Finance, Financial Services, Investment Management, Marketing, Management, Leadership, Portfolio Management, Wealth Management
Education
Penn State University 2010 — 2016
Bachelor of Science (BS), Organizational Leadership
CCBC 2009 — 2010
Spring 2010, General Studies
Alice Fadiora Alice Fadiora's Brown Advisory Experience August 2010 - April 2011
Job Paraplanner at TriBridge Partners
Industry Investment Management
Experience
TriBridge Partners, LLC August 2013 - Present
Brown Advisory August 2010 - April 2011
Haverford College May 2007 - May 2010
Haverford College September 2006 - May 2010
Sage Financial Group June 2009 - August 2009
Standish Mellon Asset Management March 2009 - March 2009
Falcon Investments January 2009 - January 2009
Harvard Business School Summer Venture in Management Program (SVMP) Alumni Association 2009 - 2009
Sustainable Investments Seminar at Haverford College November 2008 - December 2008
Wall Street Prep October 2008 - October 2008
Skills
Investments, Leadership, Due Diligence, Entrepreneurship, Equities, Equity Research, Investment Strategies, Analysis
Education
Princeton Theological Seminary 2014 — 2017
Master's Degree, Masters of Divinity
Haverford College 2006 — 2010
Bachelor of Arts, Economics
TriBridge Partners, LLC August 2013 - Present
Brown Advisory August 2010 - April 2011
Haverford College May 2007 - May 2010
Haverford College September 2006 - May 2010
Sage Financial Group June 2009 - August 2009
Standish Mellon Asset Management March 2009 - March 2009
Falcon Investments January 2009 - January 2009
Harvard Business School Summer Venture in Management Program (SVMP) Alumni Association 2009 - 2009
Sustainable Investments Seminar at Haverford College November 2008 - December 2008
Wall Street Prep October 2008 - October 2008
Skills
Investments, Leadership, Due Diligence, Entrepreneurship, Equities, Equity Research, Investment Strategies, Analysis
Education
Princeton Theological Seminary 2014 — 2017
Master's Degree, Masters of Divinity
Haverford College 2006 — 2010
Bachelor of Arts, Economics
Erica Sickles Erica Sickles's Brown Advisory Experience October 2006 - November 2007
Job Senior Business Solutions Analyst at Red Hat
Industry Human Resources
Dana Cooksey Dana Cooksey's Brown Advisory Experience July 2009 - Present
Job Marketing at Brown Advisory | Thoughtful Investing.
Industry Investment Management
Experience
Brown Advisory July 2009 - Present
P.W. Feats 2007 - 2009
Deutsche Bank 1995 - 2002
Deutsche Bank Alex. Brown 1995 - 2002
Skills
Strategic Planning, Social Media
Education
Columbia University
Brown Advisory July 2009 - Present
P.W. Feats 2007 - 2009
Deutsche Bank 1995 - 2002
Deutsche Bank Alex. Brown 1995 - 2002
Skills
Strategic Planning, Social Media
Education
Columbia University
Bennett Carroll Bennett Carroll's Brown Advisory Experience December 2014 - Present
Job Trade Support Analyst
Industry Financial Services
Experience
Brown Advisory December 2014 - Present
Brown Advisory June 2010 - December 2014
Cavanaugh Capital Management, Inc. June 2008 - June 2010
Skills
Equities, Mutual Funds, Financial Operations, Fixed Income, Bloomberg, Microsoft Office, Asset Managment, Moxy, APX, Microsoft Excel, Alternative Investments, Series 7, Trading, Asset Management
Education
Frostburg State University 2003 — 2007
Economics, Economics/Finance
Towson High School 1999 — 2003
Brown Advisory December 2014 - Present
Brown Advisory June 2010 - December 2014
Cavanaugh Capital Management, Inc. June 2008 - June 2010
Skills
Equities, Mutual Funds, Financial Operations, Fixed Income, Bloomberg, Microsoft Office, Asset Managment, Moxy, APX, Microsoft Excel, Alternative Investments, Series 7, Trading, Asset Management
Education
Frostburg State University 2003 — 2007
Economics, Economics/Finance
Towson High School 1999 — 2003
Austin Gregor Austin Gregor's Brown Advisory Experience July 2015 - Present
Job MultiStrategy Portfolio Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory July 2015 - Present
Brown Advisory June 2014 - August 2014
Pinecrest Golf Club June 2013 - August 2013
Skills
Microsoft Office, Windows & Mac operating..., Photoshop, Vectorworks, Minitab, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science (BS), Finance & International Business
Brown Advisory July 2015 - Present
Brown Advisory June 2014 - August 2014
Pinecrest Golf Club June 2013 - August 2013
Skills
Microsoft Office, Windows & Mac operating..., Photoshop, Vectorworks, Minitab, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science (BS), Finance & International Business
Reilly Shannahan Reilly Shannahan's Brown Advisory Experience October 2014 - Present
Job Reporting and Business Intelligence Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory October 2014 - Present
UBS Financial Services Inc. June 2012 - September 2014
Hill's Drug Stores June 2006 - August 2011
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Brown Advisory October 2014 - Present
UBS Financial Services Inc. June 2012 - September 2014
Hill's Drug Stores June 2006 - August 2011
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Lucy Huber's Brown Advisory Experience April 2013 - October 2013
Job M.S. in Public Relations Boston University, College of Communication
Industry Public Relations and Communications
Experience
Grayling June 2015 - Present
Rafanelli Events January 2015 - April 2015
Boston University PRLab January 2015 - April 2015
Brown Advisory April 2013 - October 2013
Brown Advisory June 2011 - April 2013
Boston College Club Sports Council September 2008 - May 2011
Charles River Watershed Association May 2010 - August 2010
Skills
Data Analysis, Microsoft Office, Salesforce.com, Project Coordination, Employee Training, Corporate Social..., Budgets, Management, Presentations, Office Administration, Corporate Sustainability, Environmental Science, Writing, Research, Skilled Multi-tasker, Microsoft Excel, PowerPoint, Event Planning, Social Media, Public Speaking, Editing, Strategy, Microsoft Word
Education
Boston University 2014 — 2015
Master of Science (M.S.), Public Relations
Boston College 2008 — 2011
Bachelor of Science (B.S.), Environmental Geosciences
Grayling June 2015 - Present
Rafanelli Events January 2015 - April 2015
Boston University PRLab January 2015 - April 2015
Brown Advisory April 2013 - October 2013
Brown Advisory June 2011 - April 2013
Boston College Club Sports Council September 2008 - May 2011
Charles River Watershed Association May 2010 - August 2010
Skills
Data Analysis, Microsoft Office, Salesforce.com, Project Coordination, Employee Training, Corporate Social..., Budgets, Management, Presentations, Office Administration, Corporate Sustainability, Environmental Science, Writing, Research, Skilled Multi-tasker, Microsoft Excel, PowerPoint, Event Planning, Social Media, Public Speaking, Editing, Strategy, Microsoft Word
Education
Boston University 2014 — 2015
Master of Science (M.S.), Public Relations
Boston College 2008 — 2011
Bachelor of Science (B.S.), Environmental Geosciences
Darby McEvoy Darby McEvoy's Brown Advisory Experience June 2007 - August 2007
Job Associate MBA Leadership Rotational Program at NRG Energy
Industry Oil & Energy
Experience
NRG Energy July 2014 - Present
Jones Graduate School of Business July 2012 - May 2014
JVL Advisors, LLC May 2013 - September 2013
SCF Partners January 2013 - May 2013
Chesapeake Energy January 2012 - July 2012
Dale Property Services, LLC August 2008 - January 2012
Brown Advisory June 2007 - August 2007
Skills
Due Diligence, Natural Gas, Title Opinions, Energy, Mineral Rights, Financial Modeling, Financial Analysis, Oil & Gas Industry, Energy Industry, Title Searches, Leases, Division Orders, Petroleum, Microsoft Excel, Valuation, Analysis, Gas, Research, Microsoft Office, Looking At the Big..., Friendly Personality, Corporate Finance, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2009 — 2010
Graduate Finance Certificate Program
Duke University 2004 — 2008
BA, Energy and the Environment, History
Gilman School
High School
NRG Energy July 2014 - Present
Jones Graduate School of Business July 2012 - May 2014
JVL Advisors, LLC May 2013 - September 2013
SCF Partners January 2013 - May 2013
Chesapeake Energy January 2012 - July 2012
Dale Property Services, LLC August 2008 - January 2012
Brown Advisory June 2007 - August 2007
Skills
Due Diligence, Natural Gas, Title Opinions, Energy, Mineral Rights, Financial Modeling, Financial Analysis, Oil & Gas Industry, Energy Industry, Title Searches, Leases, Division Orders, Petroleum, Microsoft Excel, Valuation, Analysis, Gas, Research, Microsoft Office, Looking At the Big..., Friendly Personality, Corporate Finance, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2009 — 2010
Graduate Finance Certificate Program
Duke University 2004 — 2008
BA, Energy and the Environment, History
Gilman School
High School
James L. Pardee IV James L. Pardee IV's Brown Advisory Experience June 2015 - August 2015
Job Student at Duke University
Industry Financial Services
Experience
Brown Advisory June 2015 - August 2015
Dunning Capital September 2014 - January 2015
Waterloo Capital Management June 2014 - August 2014
Beach Resource Management May 2014 - May 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis
Education
Duke University 2011 — 2015
Bachelor's Degree, Economics
Aspen High School 2006 — 2011
High School
Brown Advisory June 2015 - August 2015
Dunning Capital September 2014 - January 2015
Waterloo Capital Management June 2014 - August 2014
Beach Resource Management May 2014 - May 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis
Education
Duke University 2011 — 2015
Bachelor's Degree, Economics
Aspen High School 2006 — 2011
High School
Adam Chen Adam Chen's Brown Advisory Experience June 2014 - Present
Job Marketing Generalist at Brown Advisory
Industry Marketing and Advertising
Experience
Brown Advisory June 2014 - Present
Planit October 2013 - March 2014
NASA August 2009 - August 2013
Uplink New Media, LLC February 2007 - December 2011
Pure Management Group May 2007 - May 2009
Pure Management Group September 2007 - April 2009
XY7.com August 2006 - March 2007
Sonny Abelardo Productions June 2004 - July 2006
Skills
Program Management, Account Management, Project Management, Adobe Creative Suite, Final Cut Pro, Brand Development, Graphic Design, Event Photography, Digital Photography, Commercial Photography, Wedding Photography, Strategic Planning, Photoshop, HTML, CSS Javascript, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Advertising, Social Media, Public Relations, Social Networking, Web Design, Marketing, Photography, Marketing Communications, Video, New Media, Graphics, Email Marketing
Education
Full Sail University 2004 — 2006
Bachelor of Science (B.S.), Digital Arts and Design
Howard Community College 2001 — 2003
Associate of Arts (A.A.), General Studies with a Business/Technology Emphasis
Brown Advisory June 2014 - Present
Planit October 2013 - March 2014
NASA August 2009 - August 2013
Uplink New Media, LLC February 2007 - December 2011
Pure Management Group May 2007 - May 2009
Pure Management Group September 2007 - April 2009
XY7.com August 2006 - March 2007
Sonny Abelardo Productions June 2004 - July 2006
Skills
Program Management, Account Management, Project Management, Adobe Creative Suite, Final Cut Pro, Brand Development, Graphic Design, Event Photography, Digital Photography, Commercial Photography, Wedding Photography, Strategic Planning, Photoshop, HTML, CSS Javascript, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Advertising, Social Media, Public Relations, Social Networking, Web Design, Marketing, Photography, Marketing Communications, Video, New Media, Graphics, Email Marketing
Education
Full Sail University 2004 — 2006
Bachelor of Science (B.S.), Digital Arts and Design
Howard Community College 2001 — 2003
Associate of Arts (A.A.), General Studies with a Business/Technology Emphasis
Jessica Carlozo Jessica Carlozo's Brown Advisory Experience January 2013 - Present
Job Private Client Relationship Administrator at Brown Advisory
Industry Financial Services
Experience
Brown Advisory January 2013 - Present
Brown Advisory April 2010 - December 2012
Warschawski May 2007 - August 2007
McDaniel College January 2006 - June 2006
Skills
Editing, Customer Service, Writing, Business Communications, Microsoft Office, Press Releases
Education
McDaniel College 2004 — 2008
BA, Communication, 3.91
Brown Advisory January 2013 - Present
Brown Advisory April 2010 - December 2012
Warschawski May 2007 - August 2007
McDaniel College January 2006 - June 2006
Skills
Editing, Customer Service, Writing, Business Communications, Microsoft Office, Press Releases
Education
McDaniel College 2004 — 2008
BA, Communication, 3.91
Harrison McCarthy Harrison McCarthy's Brown Advisory Experience June 2013 - July 2013
Job
Industry
Experience
T. Rowe Price July 2015 - August 2015
Ironwood Capital September 2014 - December 2014
Brown Advisory June 2013 - July 2013
Education
Dartmouth College 2012 — 2016
Bachelor of Arts, History
The Tuck School of Business at Dartmouth 2015 — 2015
Tuck Business Bridge Program
T. Rowe Price July 2015 - August 2015
Ironwood Capital September 2014 - December 2014
Brown Advisory June 2013 - July 2013
Education
Dartmouth College 2012 — 2016
Bachelor of Arts, History
The Tuck School of Business at Dartmouth 2015 — 2015
Tuck Business Bridge Program
Christian Ventimiglia Christian Ventimiglia's Brown Advisory Experience May 2013 - Present
Job Institutional Portfolio Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory May 2013 - Present
JP Morgan June 2010 - May 2013
U.S. SECURITIES & EXCHANGE COMMISSION May 2009 - August 2009
Skills
Series 7, Series 63, Wealth Management, Investment Management, Superior Client Service, Asset Managment, Banking, Equities, Trading, Asset Allocation, Institutional...
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (MBA), Finance, General
Loyola University Maryland 2006 — 2010
BBA, Finance, Accounting, 3.7
Chaminade High School 2002 — 2006
Brown Advisory May 2013 - Present
JP Morgan June 2010 - May 2013
U.S. SECURITIES & EXCHANGE COMMISSION May 2009 - August 2009
Skills
Series 7, Series 63, Wealth Management, Investment Management, Superior Client Service, Asset Managment, Banking, Equities, Trading, Asset Allocation, Institutional...
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (MBA), Finance, General
Loyola University Maryland 2006 — 2010
BBA, Finance, Accounting, 3.7
Chaminade High School 2002 — 2006
Sara Marcell Sara Marcell's Brown Advisory Experience February 2014 - Present
Job Executive Assistant
Industry Investment Management
Experience
Brown Advisory February 2014 - Present
Datawatch Systems 2008 - 2013
Datawatch Systems 2008 - 2013
Datawatch Systems 2008 - 2013
Skills
Access Control, New Business Development, Contract Negotiation, Alarm Systems, Team Building, Project Planning, Team Leadership, Customer Service, Security Management, Surveillance, Operations Management, Budgets, Strategic Planning, Security, Account Management, Microsoft Office, Process Improvement, Security Audits, Sales, Management, Project Management, Microsoft Excel, Leadership, Training, Salesforce.com, Marketing, Sales Management
Education
Milwaukee Institute of Art and Design
University of Wisconsin-Milwaukee
Brown Advisory February 2014 - Present
Datawatch Systems 2008 - 2013
Datawatch Systems 2008 - 2013
Datawatch Systems 2008 - 2013
Skills
Access Control, New Business Development, Contract Negotiation, Alarm Systems, Team Building, Project Planning, Team Leadership, Customer Service, Security Management, Surveillance, Operations Management, Budgets, Strategic Planning, Security, Account Management, Microsoft Office, Process Improvement, Security Audits, Sales, Management, Project Management, Microsoft Excel, Leadership, Training, Salesforce.com, Marketing, Sales Management
Education
Milwaukee Institute of Art and Design
University of Wisconsin-Milwaukee
Alec Tarantino's Brown Advisory Experience June 2013 - July 2013
Job Tech and consumer growth investor at Stripes Group
Industry Management Consulting
Experience
Vox Sportswear Inc. November 2013 - Present
Stripes Group June 2015 - August 2015
McKinsey & Company January 2015 - March 2015
Brown Advisory June 2013 - July 2013
Skills
Social Media, Market Analysis, Entrepreneurship, Marketing, Research
Education
Dartmouth College 2012 — 2016
Gilman School 2000 — 2012
Vox Sportswear Inc. November 2013 - Present
Stripes Group June 2015 - August 2015
McKinsey & Company January 2015 - March 2015
Brown Advisory June 2013 - July 2013
Skills
Social Media, Market Analysis, Entrepreneurship, Marketing, Research
Education
Dartmouth College 2012 — 2016
Gilman School 2000 — 2012
Amanda Loverde's Brown Advisory Experience June 2011 - Present
Job Equity Research at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2011 - Present
Brown Advisory August 2010 - March 2011
SAVINO DEL BENE FREIGHT FORWARDERS (I) PVT LTD April 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service
Education
East Carolina University - College of Business 2005 — 2009
BSBA, Business Administration and Management, General
The Johns Hopkins University - Carey Business School
Master of Business Administration (MBA)
Brown Advisory June 2011 - Present
Brown Advisory August 2010 - March 2011
SAVINO DEL BENE FREIGHT FORWARDERS (I) PVT LTD April 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service
Education
East Carolina University - College of Business 2005 — 2009
BSBA, Business Administration and Management, General
The Johns Hopkins University - Carey Business School
Master of Business Administration (MBA)
James D. Davie, CFA James D. Davie, CFA's Brown Advisory Experience June 2015 - Present
Job Portfolio Analyst Fixed Income at Brown Advisory | Thoughtful Investing
Industry Investment Management
Experience
Brown Advisory June 2015 - Present
Skills
Bloomberg, Asset Managment, Fixed Income, Financial Analysis, Asset Allocation, Investments, Portfolio Management, Asset Management, Analysis, Business Development, Strategy, Trading, Wealth Management, Investment Strategies, Financial Modeling, Hedge Funds, Valuation, Alternative Investments, Investment Management, Bonds, Securities, Strategic Financial..., Capital Markets, Derivatives, Financial Services
Education
Boston University Graduate School of Management 2011 — 2014
MBA
Ithaca College 2001 — 2005
Bachelor of Science (B.S.), Business Administration - Management
Brown Advisory June 2015 - Present
Skills
Bloomberg, Asset Managment, Fixed Income, Financial Analysis, Asset Allocation, Investments, Portfolio Management, Asset Management, Analysis, Business Development, Strategy, Trading, Wealth Management, Investment Strategies, Financial Modeling, Hedge Funds, Valuation, Alternative Investments, Investment Management, Bonds, Securities, Strategic Financial..., Capital Markets, Derivatives, Financial Services
Education
Boston University Graduate School of Management 2011 — 2014
MBA
Ithaca College 2001 — 2005
Bachelor of Science (B.S.), Business Administration - Management
Tyler Furste Tyler Furste's Brown Advisory Experience October 2010 - December 2010
Job Associate at GE Capital
Industry Financial Services
Experience
GE Capital June 2015 - Present
GE Capital July 2014 - Present
GE Capital July 2012 - July 2014
Kenyon College Career Development Office August 2009 - May 2012
Coleman Research Group May 2011 - August 2011
Brown Advisory October 2010 - December 2010
Ohio Housing Finance Agency June 2010 - August 2010
New York Life Insurance Company June 2009 - August 2009
Upper Arlington Chamber of Commerce June 2009 - August 2009
Skills
Investments, Analysis, Underwriting, Management, Research, Economics, Portfolio Management, Data Analysis, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Qualitative Research, Higher Education, SPSS, Stata, Public Speaking, Financial Analysis
Education
Kenyon College 2008 — 2012
Bachelor of Arts, Majors: Economics and Psychology, Cumulative G.P.A. 3.5/4.0,
University College London, U. of London 2010 — 2010
Abroad Program, Economics and Psychology
GE Capital June 2015 - Present
GE Capital July 2014 - Present
GE Capital July 2012 - July 2014
Kenyon College Career Development Office August 2009 - May 2012
Coleman Research Group May 2011 - August 2011
Brown Advisory October 2010 - December 2010
Ohio Housing Finance Agency June 2010 - August 2010
New York Life Insurance Company June 2009 - August 2009
Upper Arlington Chamber of Commerce June 2009 - August 2009
Skills
Investments, Analysis, Underwriting, Management, Research, Economics, Portfolio Management, Data Analysis, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Qualitative Research, Higher Education, SPSS, Stata, Public Speaking, Financial Analysis
Education
Kenyon College 2008 — 2012
Bachelor of Arts, Majors: Economics and Psychology, Cumulative G.P.A. 3.5/4.0,
University College London, U. of London 2010 — 2010
Abroad Program, Economics and Psychology
Shawn Mooney, CPA, CGMA Shawn Mooney, CPA, CGMA's Brown Advisory Experience November 2010 - Present
Job Principal, Assistant Controller at Brown Advisory
Industry Financial Services
Experience
Brown Advisory November 2010 - Present
KPMG LLP July 2005 - November 2010
Skills
Financial Reporting, Financial Analysis, Financial Modeling, GAAP, Accounting, SEC filings, Internal Controls, CPA, Auditing, External Audit, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Big 4, Valuation, Account Reconciliation, Financial Statements, Financial Audits, Corporate Finance, Management, Finance, Due Diligence, Microsoft Office, Internal Audit
Education
James Madison University 2004 — 2005
Masters, Accounting
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
Brown Advisory November 2010 - Present
KPMG LLP July 2005 - November 2010
Skills
Financial Reporting, Financial Analysis, Financial Modeling, GAAP, Accounting, SEC filings, Internal Controls, CPA, Auditing, External Audit, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Big 4, Valuation, Account Reconciliation, Financial Statements, Financial Audits, Corporate Finance, Management, Finance, Due Diligence, Microsoft Office, Internal Audit
Education
James Madison University 2004 — 2005
Masters, Accounting
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
Sheila Carey Sheila Carey's Brown Advisory Experience May 2015 - Present
Job Private Client Relationship Administrator at Brown Advisory
Industry Financial Services
Experience
Brown Advisory May 2015 - Present
Rockefeller & Co., Inc. May 2010 - January 2015
JPMorgan Chase June 2005 - February 2007
Deutsche Bank January 2003 - January 2004
Technology Solutions Company January 1998 - January 2002
Misys / Summit Systems May 1996 - December 1997
Barclays Capital March 1991 - May 1996
Skills
Fixed Income, Securities, Investment Banking, Investments, Equities, Capital Markets, Asset Managment, Series 7, Derivatives, Portfolio Management, Hedge Funds, Bloomberg, Private Equity, Mutual Funds, Financial Services, Trading, Wealth Management, Financial Modeling, Asset Management
Education
Hunter College
Brown Advisory May 2015 - Present
Rockefeller & Co., Inc. May 2010 - January 2015
JPMorgan Chase June 2005 - February 2007
Deutsche Bank January 2003 - January 2004
Technology Solutions Company January 1998 - January 2002
Misys / Summit Systems May 1996 - December 1997
Barclays Capital March 1991 - May 1996
Skills
Fixed Income, Securities, Investment Banking, Investments, Equities, Capital Markets, Asset Managment, Series 7, Derivatives, Portfolio Management, Hedge Funds, Bloomberg, Private Equity, Mutual Funds, Financial Services, Trading, Wealth Management, Financial Modeling, Asset Management
Education
Hunter College
Gautam Chhada, CFA's Brown Advisory Experience June 2015 - Present
Job Portfolio Manager at Brown Advisory | Thoughtful Investing
Industry Investment Management
Experience
Brown Advisory June 2015 - Present
Highmount Capital, LLC September 2004 - June 2015
Arrowstreet Capital, L.P. October 2001 - August 2004
Capital Counsel, LLC October 1999 - September 2001
State Street Bank January 1998 - October 1999
Skills
Equities, Valuation, Bloomberg, Fixed Income, Financial Modeling, Private Equity, Portfolio Management, Asset Managment, Financial Analysis, Asset Management, Trading, Capital Markets, Investment Strategies, Hedge Funds
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science, School, Management
Brown Advisory June 2015 - Present
Highmount Capital, LLC September 2004 - June 2015
Arrowstreet Capital, L.P. October 2001 - August 2004
Capital Counsel, LLC October 1999 - September 2001
State Street Bank January 1998 - October 1999
Skills
Equities, Valuation, Bloomberg, Fixed Income, Financial Modeling, Private Equity, Portfolio Management, Asset Managment, Financial Analysis, Asset Management, Trading, Capital Markets, Investment Strategies, Hedge Funds
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science, School, Management
Alex M. Hendler's Brown Advisory Experience July 2014 - Present
Job Associate Counsel Regulatory Intelligence at Brown Advisory
Industry Legal Services
Experience
Brown Advisory July 2014 - Present
ontolawgy™ LLC June 2008 - July 2014
Powell Goldstein, LLP April 2007 - June 2008
Office of Medicare Hearings and Appeals July 2005 - April 2007
Maryland Department of Business and Economic Developement November 2003 - June 2005
Office of Science and Technology Policy May 2002 - August 2002
Office of the Attorney General for the State of Maryland June 2001 - August 2001
Biotechnology Industry Organization June 1999 - June 2000
Skills
Policy Analysis, Legal Research, Legal Writing, Legal Advice, Drafting Policies, Legal Compliance, Legislative Research, Regulatory Analysis, Knowledge Management, Knowledge Representation, Renewable Energy Policy, Energy Management, Renewable Energy, MediaWiki, Semantic Markup, Regular Expressions, Linux server..., Drafting Proposals
Education
Washington University in St. Louis School of Law 2000 — 2003
J.D.
Duke University 1995 — 1999
A.B.
Brown Advisory July 2014 - Present
ontolawgy™ LLC June 2008 - July 2014
Powell Goldstein, LLP April 2007 - June 2008
Office of Medicare Hearings and Appeals July 2005 - April 2007
Maryland Department of Business and Economic Developement November 2003 - June 2005
Office of Science and Technology Policy May 2002 - August 2002
Office of the Attorney General for the State of Maryland June 2001 - August 2001
Biotechnology Industry Organization June 1999 - June 2000
Skills
Policy Analysis, Legal Research, Legal Writing, Legal Advice, Drafting Policies, Legal Compliance, Legislative Research, Regulatory Analysis, Knowledge Management, Knowledge Representation, Renewable Energy Policy, Energy Management, Renewable Energy, MediaWiki, Semantic Markup, Regular Expressions, Linux server..., Drafting Proposals
Education
Washington University in St. Louis School of Law 2000 — 2003
J.D.
Duke University 1995 — 1999
A.B.
Brian Tempesta Brian Tempesta's Brown Advisory Experience February 2012 - May 2012
Job Analyst at BNP Paribas Investment Partners
Industry Financial Services
Experience
BNP Paribas Investment Partners February 2014 - February 2015
Morgan Stanley April 2013 - October 2013
Morgan Stanley October 2012 - March 2013
Brown Advisory February 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Bloomberg Terminal, ICE: Intercontinental..., Trading, Analysis, Investments, Portfolio Management, Social Media, Bloomberg, Financial Analysis
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Garden City High School 2004 — 2008
BNP Paribas Investment Partners February 2014 - February 2015
Morgan Stanley April 2013 - October 2013
Morgan Stanley October 2012 - March 2013
Brown Advisory February 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Bloomberg Terminal, ICE: Intercontinental..., Trading, Analysis, Investments, Portfolio Management, Social Media, Bloomberg, Financial Analysis
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Garden City High School 2004 — 2008
Berk Nowak Berk Nowak's Brown Advisory Experience June 2015 - Present
Job Partner and Portfolio Manager at Brown Advisory | Thoughtful Investing
Industry Financial Services
Experience
Brown Advisory June 2015 - Present
Highmount Capital 2002 - June 2015
Trainer Wortham 1999 - 2002
Bankers Trust Company 1994 - 1999
Education
Bucknell University 1988 — 1992
B.A., Economics
Morristown-Beard School 1983 — 1988
Pingry 1979 — 1983
The Peck School 1975 — 1979
Harvard University
Brown Advisory June 2015 - Present
Highmount Capital 2002 - June 2015
Trainer Wortham 1999 - 2002
Bankers Trust Company 1994 - 1999
Education
Bucknell University 1988 — 1992
B.A., Economics
Morristown-Beard School 1983 — 1988
Pingry 1979 — 1983
The Peck School 1975 — 1979
Harvard University
Craig Standish Craig Standish's Brown Advisory Experience August 2015 - Present
Job Strategic Advisor at Brown Advisory
Industry Investment Management
Experience
Brown Advisory August 2015 - Present
Goodwin Procter LLP September 2011 - August 2015
Bass, Doherty & Finks, P.C. September 2010 - September 2011
McLane, Graf, Raulerson & Middleton, P.A. September 2006 - September 2010
U.S. District Court May 2004 - August 2004
Office of U.S. Senator Judd Gregg January 2001 - March 2001
Skills
Estate Planning, Trusts, Estate Administration, Estate Tax Planning, Gift Tax, Charitable Trusts, High Net Worth..., Tax, Wealth, Appeals, Courts, Civil Litigation, Litigation, Legal Research, Commercial Litigation, Legal Writing, Corporate Law
Education
Boston University School of Law 2006 — 2010
LL.M., Tax Law
Syracuse University College of Law 2003 — 2006
Juris Doctor, Law
Northeastern University 1997 — 2002
B.S., International Business
NEOMA Business School 2000 — 2001
Cert., International Business
Dover High School 1993 — 1997
Brown Advisory August 2015 - Present
Goodwin Procter LLP September 2011 - August 2015
Bass, Doherty & Finks, P.C. September 2010 - September 2011
McLane, Graf, Raulerson & Middleton, P.A. September 2006 - September 2010
U.S. District Court May 2004 - August 2004
Office of U.S. Senator Judd Gregg January 2001 - March 2001
Skills
Estate Planning, Trusts, Estate Administration, Estate Tax Planning, Gift Tax, Charitable Trusts, High Net Worth..., Tax, Wealth, Appeals, Courts, Civil Litigation, Litigation, Legal Research, Commercial Litigation, Legal Writing, Corporate Law
Education
Boston University School of Law 2006 — 2010
LL.M., Tax Law
Syracuse University College of Law 2003 — 2006
Juris Doctor, Law
Northeastern University 1997 — 2002
B.S., International Business
NEOMA Business School 2000 — 2001
Cert., International Business
Dover High School 1993 — 1997
Kristen Brooks, CPA, MBA Kristen Brooks, CPA, MBA's Brown Advisory Experience July 2011 - Present
Job Assistant Controller at Brown Advisory
Industry Financial Services
Experience
Brown Advisory July 2011 - Present
Clifton Gunderson LLP July 2005 - July 2011
Skills
US GAAP, Internal Controls, CPA, Financial Reporting
Education
Loyola University Maryland 2005 — 2006
MBA, Management
Loyola University Maryland 2001 — 2005
BBA, Accounting
Brown Advisory July 2011 - Present
Clifton Gunderson LLP July 2005 - July 2011
Skills
US GAAP, Internal Controls, CPA, Financial Reporting
Education
Loyola University Maryland 2005 — 2006
MBA, Management
Loyola University Maryland 2001 — 2005
BBA, Accounting
Jody Charles Jody Charles's Brown Advisory Experience August 2014 - Present
Job Administrative Assistant at Brown Advisory
Industry Human Resources
Experience
Brown Advisory August 2014 - Present
Alliance Information System (Randstad Agency) April 2014 - July 2014
American Institute of Research (Elite Personal Agency) October 2013 - December 2013
Aegis Communication September 2012 - January 2013
Skills
PeopleSoft, Lotus Notes..., Customer Service, Access, Administration, Problem Solving, Sales, Microsoft Word, Microsoft Excel, PowerPoint, Concur, Taleo, DocuWare, Calendars, Medical Terminology
Education
CUNY Medgar Evers College 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
CUNY Medgar Evers College 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Brown Advisory August 2014 - Present
Alliance Information System (Randstad Agency) April 2014 - July 2014
American Institute of Research (Elite Personal Agency) October 2013 - December 2013
Aegis Communication September 2012 - January 2013
Skills
PeopleSoft, Lotus Notes..., Customer Service, Access, Administration, Problem Solving, Sales, Microsoft Word, Microsoft Excel, PowerPoint, Concur, Taleo, DocuWare, Calendars, Medical Terminology
Education
CUNY Medgar Evers College 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
CUNY Medgar Evers College 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Brian Dettmann's Brown Advisory Experience March 2014 - Present
Job
Industry Venture Capital & Private Equity
Experience
Brown Advisory March 2014 - Present
Skills
Valuation, Mergers, LBO, Corporate Finance, Investment Banking, Private Equity, Mezzanine, Investments, Venture Capital, Private Placements, M&A experience, Mergers & Acquisitions, Corporate Development, Restructuring, Divestitures, Equities, Acquisitions, Financial Modeling, Due Diligence, IPO, Business Valuation, Strategy, Entrepreneurship, Start-ups, Capital Markets, Leveraged Finance, Business Planning, Portfolio Management, Hedge Funds, Structured Finance, Financial Structuring, Capital, Alternative Investments, Equity Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1989 — 1991
MBA
Iowa State University 1982 — 1986
B.S.
Brown Advisory March 2014 - Present
Skills
Valuation, Mergers, LBO, Corporate Finance, Investment Banking, Private Equity, Mezzanine, Investments, Venture Capital, Private Placements, M&A experience, Mergers & Acquisitions, Corporate Development, Restructuring, Divestitures, Equities, Acquisitions, Financial Modeling, Due Diligence, IPO, Business Valuation, Strategy, Entrepreneurship, Start-ups, Capital Markets, Leveraged Finance, Business Planning, Portfolio Management, Hedge Funds, Structured Finance, Financial Structuring, Capital, Alternative Investments, Equity Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1989 — 1991
MBA
Iowa State University 1982 — 1986
B.S.
Ethan Berkwits's Brown Advisory Experience March 2009 - Present
Job Private Client Marketing Strategist at Brown Advisory
Industry Financial Services
Experience
Brown Advisory March 2009 - Present
Winslow Green Mutual Funds March 2006 - March 2009
Winslow Management Company 2006 - March 2009
Green Century Capital Management January 2004 - March 2006
Independent Consulting March 2002 - January 2004
Alliance Consulting Group June 1996 - March 2002
Skills
Marketing Strategy, Mutual Funds, Marketing, Business Development, Investments, CRM, Online Marketing, Media Relations, Advertising, Financial Services, Management Consulting, Program Management, Investment Strategies, Finance, Sustainability, Management
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Finance, Marketing
Duke University 1989 — 1993
Bachelor of Arts (BA), Public Policy
Brown Advisory March 2009 - Present
Winslow Green Mutual Funds March 2006 - March 2009
Winslow Management Company 2006 - March 2009
Green Century Capital Management January 2004 - March 2006
Independent Consulting March 2002 - January 2004
Alliance Consulting Group June 1996 - March 2002
Skills
Marketing Strategy, Mutual Funds, Marketing, Business Development, Investments, CRM, Online Marketing, Media Relations, Advertising, Financial Services, Management Consulting, Program Management, Investment Strategies, Finance, Sustainability, Management
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Finance, Marketing
Duke University 1989 — 1993
Bachelor of Arts (BA), Public Policy
Andrew Tanton's Brown Advisory Experience 2002 - Present
Job Equity Trader at Brown Advisory
Industry Financial Services
Experience
Brown Advisory 2002 - Present
Brown Advisory 2002 - 2009
Deutsche Bank 1996 - 2002
BT Alex Brown 1996 - 2002
ALEX. BROWN & SONS, INC. 1996 - 2000
Education
Assumption College 1991 — 1995
Governor Dummer Academy 1987 — 1991
Brown Advisory 2002 - Present
Brown Advisory 2002 - 2009
Deutsche Bank 1996 - 2002
BT Alex Brown 1996 - 2002
ALEX. BROWN & SONS, INC. 1996 - 2000
Education
Assumption College 1991 — 1995
Governor Dummer Academy 1987 — 1991
Brad Burgunder's Brown Advisory Experience August 2011 - Present
Job Relationship Manager at Brown Advisory
Industry Investment Management
Experience
Brown Advisory August 2011 - Present
T. Rowe Price April 2011 - August 2011
T Rowe Price November 2008 - April 2011
Legg Mason Investment Counsel April 2007 - September 2008
Legg Mason December 2005 - March 2007
Legg Mason July 1999 - December 2005
First National Bank of MD 1993 - 1997
Skills
Investments, Banking, Mutual Funds, Strategy, Financial Services, Business Development, Portfolio Management, Financial Advisory, Marketing, Asset Management, Insurance, Series 7, Wealth Management, Equities
Education
The Johns Hopkins University - Carey Business School 1996 — 1999
MBA, Marketing
Bucknell University 1989 — 1993
Gilman 1986 — 1989
Brown Advisory August 2011 - Present
T. Rowe Price April 2011 - August 2011
T Rowe Price November 2008 - April 2011
Legg Mason Investment Counsel April 2007 - September 2008
Legg Mason December 2005 - March 2007
Legg Mason July 1999 - December 2005
First National Bank of MD 1993 - 1997
Skills
Investments, Banking, Mutual Funds, Strategy, Financial Services, Business Development, Portfolio Management, Financial Advisory, Marketing, Asset Management, Insurance, Series 7, Wealth Management, Equities
Education
The Johns Hopkins University - Carey Business School 1996 — 1999
MBA, Marketing
Bucknell University 1989 — 1993
Gilman 1986 — 1989
Taylor Graff's Brown Advisory Experience 2010 - Present
Job Analyst at Brown Investment Advisory
Industry Investment Management
Experience
Brown Advisory 2010 - Present
Cavanaugh Capital Management 2005 - 2010
Skills
Bloomberg, Financial Modeling, Valuation, Equity Research, Equities, Alternative Investments, Hedge Funds, Financial Analysis, Investment Strategies
Education
Loyola University Maryland 2001 — 2005
Brown Advisory 2010 - Present
Cavanaugh Capital Management 2005 - 2010
Skills
Bloomberg, Financial Modeling, Valuation, Equity Research, Equities, Alternative Investments, Hedge Funds, Financial Analysis, Investment Strategies
Education
Loyola University Maryland 2001 — 2005
Ashley W.'s Brown Advisory Experience 2012 - Present
Job Performance Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory 2012 - Present
Morgan Stanley 2007 - 2011
Community Analytics 2006 - 2007
Towson University 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Project Management, Research, Risk Management, Analysis, Access, Data Analysis, Microsoft Word, Outlook, Advent, Minitab, R
Education
Towson University 2006 — 2009
Master of Science (M.S.)
Howard University 2003 — 2006
B.S.
Bowie State University 2001 — 2003
N/A
Brown Advisory 2012 - Present
Morgan Stanley 2007 - 2011
Community Analytics 2006 - 2007
Towson University 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Project Management, Research, Risk Management, Analysis, Access, Data Analysis, Microsoft Word, Outlook, Advent, Minitab, R
Education
Towson University 2006 — 2009
Master of Science (M.S.)
Howard University 2003 — 2006
B.S.
Bowie State University 2001 — 2003
N/A
Brigid Peterson's Brown Advisory Experience March 2010 - Present
Job at Brown Advisory
Industry Legal Services
Experience
Brown Advisory March 2010 - Present
Kallina & Associates, LLC April 2006 - October 2009
Legg Mason Wood Walker, Inc. 2004 - 2006
Skills
Estate Planning
Education
University of Maryland Francis King Carey School of Law 2001 — 2004
JD, Law
Connecticut College 1996 — 2000
BA, Sociology Based Human Relations
Notre Dame Prep 1992 — 1996
Brown Advisory March 2010 - Present
Kallina & Associates, LLC April 2006 - October 2009
Legg Mason Wood Walker, Inc. 2004 - 2006
Skills
Estate Planning
Education
University of Maryland Francis King Carey School of Law 2001 — 2004
JD, Law
Connecticut College 1996 — 2000
BA, Sociology Based Human Relations
Notre Dame Prep 1992 — 1996
Danny Mooney's Brown Advisory Experience July 2011 - Present
Job Equity Research at Brown Advisory
Industry Investment Management
Experience
Brown Advisory July 2011 - Present
CBRE Investors April 2010 - July 2011
Barclays Capital 2008 - April 2010
Green Street Advisors 2004 - 2006
Bear Stearns 2001 - 2004
Education
University of Virginia Darden School of Business 2006 — 2008
Georgetown University 1997 — 2001
BS, Finance
Brown Advisory July 2011 - Present
CBRE Investors April 2010 - July 2011
Barclays Capital 2008 - April 2010
Green Street Advisors 2004 - 2006
Bear Stearns 2001 - 2004
Education
University of Virginia Darden School of Business 2006 — 2008
Georgetown University 1997 — 2001
BS, Finance
Jack Cavanaugh's Brown Advisory Experience 2011 - Present
Job Partner
Industry Investment Management
Experience
Brown Advisory 2011 - Present
Brown Advisory 2010 - 2011
Cavanaugh Capital Management May 2002 - July 2010
Morgan Stanley Investment Management June 2000 - March 2002
AOL Time Warner May 1994 - June 2000
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Duke University 1988 — 1991
Brown Advisory 2011 - Present
Brown Advisory 2010 - 2011
Cavanaugh Capital Management May 2002 - July 2010
Morgan Stanley Investment Management June 2000 - March 2002
AOL Time Warner May 1994 - June 2000
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Duke University 1988 — 1991
Julie Mazzola's Brown Advisory Experience January 2013 - Present
Job Institutional Product Marketing Specialist at Brown Advisory
Industry Financial Services
Experience
Brown Advisory January 2013 - Present
Harborside Group May 2005 - December 2012
Legg Mason 2001 - 2005
Deutsche Asset Management 1999 - 2001
Skills
Alternative Investments, Investments, Mutual Funds, Series 7, Wealth Management, Equity Research, Asset Management, Portfolio Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Retirement
Education
Loyola University Maryland 2003 — 2005
Masters, Finance
Vanderbilt University 1995 — 1999
Bachelor of Arts (B.A.), Economics; Fine Arts
Brown Advisory January 2013 - Present
Harborside Group May 2005 - December 2012
Legg Mason 2001 - 2005
Deutsche Asset Management 1999 - 2001
Skills
Alternative Investments, Investments, Mutual Funds, Series 7, Wealth Management, Equity Research, Asset Management, Portfolio Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Retirement
Education
Loyola University Maryland 2003 — 2005
Masters, Finance
Vanderbilt University 1995 — 1999
Bachelor of Arts (B.A.), Economics; Fine Arts
Kristen Siciliano's Brown Advisory Experience June 2015 - Present
Job Private Client Relationship Advisor at Brown Advisory | Thoughtful Investing
Industry Financial Services
Experience
Brown Advisory June 2015 - Present
Highmount Capital April 2003 - June 2015
Atlantic Trust 2002 - 2003
OMAM (Old Mutual Asset Management) 1998 - 2002
Putnam Investments 1997 - 1998
Skills
Client Services, Relationship Management, Asset Management, Wealth Management, Portfolio Management, Family Office, Investments
Education
Merrimack College 1993 — 1997
Bachelor’s Degree, Accounting
Brown Advisory June 2015 - Present
Highmount Capital April 2003 - June 2015
Atlantic Trust 2002 - 2003
OMAM (Old Mutual Asset Management) 1998 - 2002
Putnam Investments 1997 - 1998
Skills
Client Services, Relationship Management, Asset Management, Wealth Management, Portfolio Management, Family Office, Investments
Education
Merrimack College 1993 — 1997
Bachelor’s Degree, Accounting
Alice Paik's Brown Advisory Experience PartnerBrown Investment Advisory2005 - Present
Job Head of Strategic Advisory at Brown Advisory
Industry Financial Services
Experience
Brown Advisory PartnerBrown Investment Advisory2005 - Present
Bernstein Investment Research and Management 2001 - 2005
J.P. Morgan 1999 - 2001
Education
Dartmouth College 1988 — 1992
Brown Advisory PartnerBrown Investment Advisory2005 - Present
Bernstein Investment Research and Management 2001 - 2005
J.P. Morgan 1999 - 2001
Education
Dartmouth College 1988 — 1992
Paul Chew's Brown Advisory Experience 1995 - Present
Job Head of Investments at Brown Advisory
Industry Investment Management
Experience
Brown Advisory 1995 - Present
Skills
Investments, Equities, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Financial Analysis, Asset Allocation, Capital Markets, Equity Research, Securities, Investment Banking, Bloomberg
Education
Duke University - The Fuqua School of Business 1994 — 1995
MBA, Finance
Mount St. Mary's University 1985 — 1989
B.S., Finance and Economics
Brown Advisory 1995 - Present
Skills
Investments, Equities, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Financial Analysis, Asset Allocation, Capital Markets, Equity Research, Securities, Investment Banking, Bloomberg
Education
Duke University - The Fuqua School of Business 1994 — 1995
MBA, Finance
Mount St. Mary's University 1985 — 1989
B.S., Finance and Economics
Scott Canuel, CFA, CFP's Brown Advisory Experience June 1994 - December 2001
Job Senior Vice President and Regional Sales Director
Industry Financial Services
Experience
PNC Wealth Management December 2013 - Present
PNC Wealth Management December 2001 - December 2013
Mercantile Bankshares 2001 - 2006
Brown Advisory June 1994 - December 2001
Skills
Wealth Management, High Net Worth..., Investments, Portfolio Management, Financial Analysis, Asset Managment, Strategic Financial..., Fixed Income, Mutual Funds, Equities, Risk Management, Financial Modeling, Investment Strategies, Series 7, Investment Advisory, Alternative Investments, Asset Allocation, Territory Development, Team Management, Securities, Investment Management, Series 63, Retirement Planning, Series 65, Loans, Hedge Funds, Asset Management, Credit, Wealth Management..., Estate Planning, Bonds, Commercial Lending, Credit Analysis, Financial Planning
Education
Loyola College in Maryland 1999 — 2001
Master of Science in Finance, Accounting and Finance
Towson University 1990 — 1994
Bachelor of Science, Finance and Accounting
Mount Saint Joseph College High School 1986 — 1990
PNC Wealth Management December 2013 - Present
PNC Wealth Management December 2001 - December 2013
Mercantile Bankshares 2001 - 2006
Brown Advisory June 1994 - December 2001
Skills
Wealth Management, High Net Worth..., Investments, Portfolio Management, Financial Analysis, Asset Managment, Strategic Financial..., Fixed Income, Mutual Funds, Equities, Risk Management, Financial Modeling, Investment Strategies, Series 7, Investment Advisory, Alternative Investments, Asset Allocation, Territory Development, Team Management, Securities, Investment Management, Series 63, Retirement Planning, Series 65, Loans, Hedge Funds, Asset Management, Credit, Wealth Management..., Estate Planning, Bonds, Commercial Lending, Credit Analysis, Financial Planning
Education
Loyola College in Maryland 1999 — 2001
Master of Science in Finance, Accounting and Finance
Towson University 1990 — 1994
Bachelor of Science, Finance and Accounting
Mount Saint Joseph College High School 1986 — 1990
Colin Martin's Brown Advisory Experience April 2007 - January 2008
Job Odeon Capital Group Fixed Income Sales
Industry Banking
Experience
Odeon Capital Group LLC May 2011 - Present
PCS Research March 2009 - June 2011
Triathlon Consulting Group 2008 - 2011
Triathlon Consulting Group 2008 - 2011
Brown Advisory April 2007 - January 2008
Compensation Risk Managers March 2006 - July 2006
Merrill Lynch September 2005 - January 2006
Skills
Investments, Portfolio Management, Fixed Income, Structured Products, Equity Research, Wealth Management, Entrepreneurship, Analysis, Sales, Bloomberg, Equities, Financial Advisory, Series 7, Hedge Funds, Series 63
Education
Marist College 2004 — 2008
B.S., Business Administration
Arlington High School
Odeon Capital Group LLC May 2011 - Present
PCS Research March 2009 - June 2011
Triathlon Consulting Group 2008 - 2011
Triathlon Consulting Group 2008 - 2011
Brown Advisory April 2007 - January 2008
Compensation Risk Managers March 2006 - July 2006
Merrill Lynch September 2005 - January 2006
Skills
Investments, Portfolio Management, Fixed Income, Structured Products, Equity Research, Wealth Management, Entrepreneurship, Analysis, Sales, Bloomberg, Equities, Financial Advisory, Series 7, Hedge Funds, Series 63
Education
Marist College 2004 — 2008
B.S., Business Administration
Arlington High School
Carroll, Trish's Brown Advisory Experience 1994 - Present
Job Institutional Client Service
Industry Financial Services
Experience
Brown Advisory 1994 - Present
First Maryland Asset Management 1989 - 1994
Skills
Investments
Education
Hollins University 1976 — 1980
BA, French, Math
Brown Advisory 1994 - Present
First Maryland Asset Management 1989 - 1994
Skills
Investments
Education
Hollins University 1976 — 1980
BA, French, Math
David Lopata's Brown Advisory Experience 2003 - 2008
Job Portfolio Analyst, PMO at CareFirst BlueCross BlueShield
Industry Information Technology and Services
Experience
CareFirst BlueCross BlueShield March 2011 - Present
Citi May 2009 - March 2011
Brown Advisory 2003 - 2008
Deutsche Bank 2001 - 2003
Deutsche Bank 1996 - 2001
Alex. Brown & Sons 1993 - 1996
Skills
Business Analysis
Education
Penn State University 1988 — 1993
BS, Finance
Severna Park High School 1984 — 1988
CareFirst BlueCross BlueShield March 2011 - Present
Citi May 2009 - March 2011
Brown Advisory 2003 - 2008
Deutsche Bank 2001 - 2003
Deutsche Bank 1996 - 2001
Alex. Brown & Sons 1993 - 1996
Skills
Business Analysis
Education
Penn State University 1988 — 1993
BS, Finance
Severna Park High School 1984 — 1988
Chris H. Bartlett's Brown Advisory Experience October 2012 - Present
Job Partner at Brown Advisory
Industry Financial Services
Experience
Brown Advisory October 2012 - Present
Wells Fargo Securities May 2005 - August 2012
Wells Fargo Securities June 1999 - August 2012
Alex Brown & Sons November 1987 - June 1999
Kidder Peabody April 1985 - November 1987
Bunge December 1983 - March 1985
Skills
Securities, Equity Trading, Investment Banking, Equities, FINRA, Investments
Education
Denison University 1979 — 1983
BA, History
The Pingry School 1973 — 1979
Brown Advisory October 2012 - Present
Wells Fargo Securities May 2005 - August 2012
Wells Fargo Securities June 1999 - August 2012
Alex Brown & Sons November 1987 - June 1999
Kidder Peabody April 1985 - November 1987
Bunge December 1983 - March 1985
Skills
Securities, Equity Trading, Investment Banking, Equities, FINRA, Investments
Education
Denison University 1979 — 1983
BA, History
The Pingry School 1973 — 1979
Carey Taylor's Brown Advisory Experience January 2015 - Present
Job Product Manager at Brown Advisory | Thoughtful Investing
Industry Investment Management
Experience
Brown Advisory January 2015 - Present
Brown Advisory March 2013 - Present
T. Rowe Price April 2011 - March 2013
T Rowe Price March 2010 - April 2011
Fresh! Boutique May 2007 - June 2009
Northwestern Mutual January 2009 - May 2009
Skills
Mutual Funds, Series 6, series 63, Microsoft Office, Access
Education
College of Charleston 2005 — 2009
Bachelor of Science (BS), International Business
Universidad de Colima 2008 — 2008
maryvale preparatory school
Brown Advisory January 2015 - Present
Brown Advisory March 2013 - Present
T. Rowe Price April 2011 - March 2013
T Rowe Price March 2010 - April 2011
Fresh! Boutique May 2007 - June 2009
Northwestern Mutual January 2009 - May 2009
Skills
Mutual Funds, Series 6, series 63, Microsoft Office, Access
Education
College of Charleston 2005 — 2009
Bachelor of Science (BS), International Business
Universidad de Colima 2008 — 2008
maryvale preparatory school
Daniel Linnehan's Brown Advisory Experience September 2009 - Present
Job Research Equity Trader/Associate Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory September 2009 - Present
Canaccord Adams July 2006 - June 2008
Leerink Swann September 2001 - June 2004
Tucker Anthony April 1992 - August 2001
Skills
Equities, Trading, Portfolio Management, Series 7, Hedge Funds, Mutual Funds, Bloomberg, Investments, Securities, Series 63, Risk Management, Investment Banking, Electronic Trading, Fixed Income, Client Relations, Sales
Education
Framingham State University
BA, Economics
Brown Advisory September 2009 - Present
Canaccord Adams July 2006 - June 2008
Leerink Swann September 2001 - June 2004
Tucker Anthony April 1992 - August 2001
Skills
Equities, Trading, Portfolio Management, Series 7, Hedge Funds, Mutual Funds, Bloomberg, Investments, Securities, Series 63, Risk Management, Investment Banking, Electronic Trading, Fixed Income, Client Relations, Sales
Education
Framingham State University
BA, Economics
Stacy Landsman's Brown Advisory Experience January 2011 - Present
Job Senior Compliance Officer at Brown Advisory
Industry Investment Management
Experience
Brown Advisory January 2011 - Present
Cavanaugh Capital Management January 2009 - December 2010
Legg Mason Capital Management April 2002 - October 2008
JMI Equity Fund February 2000 - March 2002
Deutsche Bank Alex. Brown June 1998 - February 2000
Education
Loyola University Maryland 2004 — 2006
M.S.F., Finance
University of Maryland - Robert H. Smith School of Business 1994 — 1998
B.S., Finance & International Business
Brown Advisory January 2011 - Present
Cavanaugh Capital Management January 2009 - December 2010
Legg Mason Capital Management April 2002 - October 2008
JMI Equity Fund February 2000 - March 2002
Deutsche Bank Alex. Brown June 1998 - February 2000
Education
Loyola University Maryland 2004 — 2006
M.S.F., Finance
University of Maryland - Robert H. Smith School of Business 1994 — 1998
B.S., Finance & International Business
Jason Vlosich's Brown Advisory Experience January 2008 - Present
Job Fixed Income Analyst & Trader
Industry Investment Management
Experience
Brown Advisory January 2008 - Present
Ferris Baker Watts April 2004 - January 2008
DB Alex. Brown June 2001 - April 2004
Legg Mason June 1998 - February 2001
Skills
Bloomberg, MarketAxess, FactSet, BondEdge, Advent APX & Moxy, MS Office Suite, Portfolio Management, Fixed Income Trading, Series 7, Series 63, Series 55, Investments, Credit Analysis, Fixed Income
Education
Loyola University Maryland 2005 — 2007
MBA, Finance
University of Baltimore 1996 — 1998
BA, Finance
Brown Advisory January 2008 - Present
Ferris Baker Watts April 2004 - January 2008
DB Alex. Brown June 2001 - April 2004
Legg Mason June 1998 - February 2001
Skills
Bloomberg, MarketAxess, FactSet, BondEdge, Advent APX & Moxy, MS Office Suite, Portfolio Management, Fixed Income Trading, Series 7, Series 63, Series 55, Investments, Credit Analysis, Fixed Income
Education
Loyola University Maryland 2005 — 2007
MBA, Finance
University of Baltimore 1996 — 1998
BA, Finance
Kristin Keeney's Brown Advisory Experience September 2007 - Present
Job High Net Worth Account Administrator and Executive Assistant to the Chairman at Brown Advisory
Industry Financial Services
Experience
Brown Advisory September 2007 - Present
Brown Advisory September 2007 - Present
Agora Publishing September 2001 - April 2007
Deutsche Banc Alex.Brown June 1998 - July 2001
Alex. Brown March 1996 - June 1998
Education
Loyola College in Maryland 2008 — 2011
MBA
University of Delaware 1991 — 1995
BS, Agricultural Business Management
Brown Advisory September 2007 - Present
Brown Advisory September 2007 - Present
Agora Publishing September 2001 - April 2007
Deutsche Banc Alex.Brown June 1998 - July 2001
Alex. Brown March 1996 - June 1998
Education
Loyola College in Maryland 2008 — 2011
MBA
University of Delaware 1991 — 1995
BS, Agricultural Business Management
James Dugan's Brown Advisory Experience 2010 - Present
Job Portfolio Manager Brown Advisory
Industry Investment Management
Experience
Brown Advisory 2010 - Present
Skills
Mutual Funds, Alternative Investments, Equities, Fixed Income
Education
Loyola University Maryland 1982 — 1985
MBA, Finance
Loyola University Maryland 1975 — 1979
BA, Businsess Administration
Brown Advisory 2010 - Present
Skills
Mutual Funds, Alternative Investments, Equities, Fixed Income
Education
Loyola University Maryland 1982 — 1985
MBA, Finance
Loyola University Maryland 1975 — 1979
BA, Businsess Administration
Shannon Pierce's Brown Advisory Experience August 2010 - Present
Job Controller at Brown Advisory
Industry Financial Services
Experience
Brown Advisory August 2010 - Present
Brown Advisory December 2003 - August 2010
KPMG January 2002 - December 2003
Skills
Internal Controls, Accounting, Financial Reporting, US GAAP, SEC filings, Financial Accounting, Finance, Financial Analysis, CPA, Auditing, Financial Planning, Internal Audit
Education
Loyola College in Maryland 2001 — 2002
MBA, Accounting
Loyola University Maryland 1997 — 2001
BBA, Acccounting
Brown Advisory August 2010 - Present
Brown Advisory December 2003 - August 2010
KPMG January 2002 - December 2003
Skills
Internal Controls, Accounting, Financial Reporting, US GAAP, SEC filings, Financial Accounting, Finance, Financial Analysis, CPA, Auditing, Financial Planning, Internal Audit
Education
Loyola College in Maryland 2001 — 2002
MBA, Accounting
Loyola University Maryland 1997 — 2001
BBA, Acccounting
Teddy Lamade's Brown Advisory Experience June 2013 - Present
Job Associate Portfolio Manager at Brown Advisory
Industry Investment Management
Experience
Brown Advisory June 2013 - Present
NEPC May 2012 - August 2012
Bank of America Merrill Lynch January 2011 - July 2011
Bank of America February 2007 - January 2011
Skills
Financial Analysis, Financial Modeling, Equities, Marketing Strategy, Investments, Fixed Income, Due Diligence
Education
Darden Business School 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Georgetown University 2004 — 2006
M.A.L.S., International Affairs
University of Virginia 2000 — 2004
B.A., History
Landon
Brown Advisory June 2013 - Present
NEPC May 2012 - August 2012
Bank of America Merrill Lynch January 2011 - July 2011
Bank of America February 2007 - January 2011
Skills
Financial Analysis, Financial Modeling, Equities, Marketing Strategy, Investments, Fixed Income, Due Diligence
Education
Darden Business School 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Georgetown University 2004 — 2006
M.A.L.S., International Affairs
University of Virginia 2000 — 2004
B.A., History
Landon
Luke Poggi's Brown Advisory Experience January 2007 - March 2007
Job Regional Sales Manager at Campbell & Company
Industry Financial Services
Experience
Campbell & Company December 2011 - Present
Wells Fargo Financial June 2008 - March 2010
Brown Advisory January 2007 - March 2007
Brown Advisory June 2005 - July 2005
Skills
Wealth Management
Education
Loyola University Maryland 2006 — 2009
BBA, Marketing
Campbell & Company December 2011 - Present
Wells Fargo Financial June 2008 - March 2010
Brown Advisory January 2007 - March 2007
Brown Advisory June 2005 - July 2005
Skills
Wealth Management
Education
Loyola University Maryland 2006 — 2009
BBA, Marketing
Michael J. Delaney II, CFP®'s Brown Advisory Experience April 2015 - Present
Job Sales Associate at Brown Advisory
Industry Financial Services
Experience
Brown Advisory April 2015 - Present
Brown Advisory June 2011 - Present
Brown Advisory April 2010 - July 2011
Campgaw Ski Resort January 2010 - March 2010
Delaney Powerwashing June 2003 - September 2008
Stephen M. Ferretti Inc June 2004 - August 2008
Bank of America Securities June 2006 - August 2006
Skills
Series 7, Series 66, Trading, Fixed Income, Mutual Funds, Investments, Equities, Portfolio Management, Asset Managment, Wealth Management, Asset Allocation, Strategic Financial..., Alternative Investments, Financial Services, Investment Strategies, Investment Advisory, Retirement Planning
Education
Loyola University Maryland 2005 — 2009
B.B.A., Finance
Mountain Lakes High School 2001 — 2005
Brown Advisory April 2015 - Present
Brown Advisory June 2011 - Present
Brown Advisory April 2010 - July 2011
Campgaw Ski Resort January 2010 - March 2010
Delaney Powerwashing June 2003 - September 2008
Stephen M. Ferretti Inc June 2004 - August 2008
Bank of America Securities June 2006 - August 2006
Skills
Series 7, Series 66, Trading, Fixed Income, Mutual Funds, Investments, Equities, Portfolio Management, Asset Managment, Wealth Management, Asset Allocation, Strategic Financial..., Alternative Investments, Financial Services, Investment Strategies, Investment Advisory, Retirement Planning
Education
Loyola University Maryland 2005 — 2009
B.B.A., Finance
Mountain Lakes High School 2001 — 2005
Steven Borsje's Brown Advisory Experience May 2011 - Present
Job Financial Analyst at Brown Advisory
Industry Accounting
Experience
Brown Advisory May 2011 - Present
Brown Advisory October 2009 - May 2011
Ernst & Young June 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Financial Markets
Education
Loyola College in Maryland 2005 — 2009
Bachelors of Business Administration, Accounting
Brown Advisory May 2011 - Present
Brown Advisory October 2009 - May 2011
Ernst & Young June 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Financial Markets
Education
Loyola College in Maryland 2005 — 2009
Bachelors of Business Administration, Accounting
Blake Sheehan's Brown Advisory Experience August 2010 - Present
Job Associate Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
CRC Lacrosse May 2014 - Present
Brown Advisory August 2010 - Present
TLC Lacrosse September 2002 - June 2014
Ascend One May 2009 - June 2010
Brown Advisory June 2008 - August 2008
Ascend One Corporation June 2007 - August 2007
Skills
Strategy, Portfolio Management, Investments, Analysis, Marketing, Mutual Funds, Investment Management, Private Equity, Marketing Strategy, Process Improvement, Social Media, Accounting, Managerial Finance, Financial Modeling, Microsoft Office, Investment Strategies, Entrepreneurship
Education
Georgetown University 2006 — 2010
BS, Finance and International Business, Spanish
McDonough School of Business 2006 — 2010
BS, International Business; Finance
Bryn Mawr School for Girls 2000 — 2006
CRC Lacrosse May 2014 - Present
Brown Advisory August 2010 - Present
TLC Lacrosse September 2002 - June 2014
Ascend One May 2009 - June 2010
Brown Advisory June 2008 - August 2008
Ascend One Corporation June 2007 - August 2007
Skills
Strategy, Portfolio Management, Investments, Analysis, Marketing, Mutual Funds, Investment Management, Private Equity, Marketing Strategy, Process Improvement, Social Media, Accounting, Managerial Finance, Financial Modeling, Microsoft Office, Investment Strategies, Entrepreneurship
Education
Georgetown University 2006 — 2010
BS, Finance and International Business, Spanish
McDonough School of Business 2006 — 2010
BS, International Business; Finance
Bryn Mawr School for Girls 2000 — 2006
Lewis Shock's Brown Advisory Experience August 2015 - Present
Job Senior Benefits Advisor, Brown Advisory
Industry Human Resources
Experience
Brown Advisory August 2015 - Present
Willis of MD August 2005 - July 2015
NCAS January 2002 - April 2005
Kelly Benefit Strategies March 1997 - December 2001
Skills
Management Consulting, Business Analysis, Business Process..., Business Process, Insurance, Project Management, Process Improvement, Employee Benefits, Account Management, Management, Risk Management, Strategy, Change Management, Vendor Management, Performance Management, Benefits Administration, Customer Service, Strategic Planning, Health Insurance, Life Insurance, Leadership
Education
Frostburg State University 1989 — 1993
Bachelor of Arts (B.A.), Speech Communication
Brown Advisory August 2015 - Present
Willis of MD August 2005 - July 2015
NCAS January 2002 - April 2005
Kelly Benefit Strategies March 1997 - December 2001
Skills
Management Consulting, Business Analysis, Business Process..., Business Process, Insurance, Project Management, Process Improvement, Employee Benefits, Account Management, Management, Risk Management, Strategy, Change Management, Vendor Management, Performance Management, Benefits Administration, Customer Service, Strategic Planning, Health Insurance, Life Insurance, Leadership
Education
Frostburg State University 1989 — 1993
Bachelor of Arts (B.A.), Speech Communication
Angie Billon's Brown Advisory Experience 1999 - 2005
Job Vice President/Analyst at Capital Research
Industry Investment Management
Experience
Capital Group Companies 2005 - Present
Brown Advisory 1999 - 2005
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
University of Delaware
BS, Finance and International Business
Capital Group Companies 2005 - Present
Brown Advisory 1999 - 2005
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
University of Delaware
BS, Finance and International Business
Stephen Shutz's Brown Advisory Experience April 2010 - Present
Job Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory April 2010 - Present
Cavanaugh Capital Management, Inc. 2003 - 2010
Merrill Lynch April 1998 - April 2003
Legg Mason April 1996 - April 1998
Skills
Chartered Financial..., Fixed Income, Investments, Bloomberg
Education
Frostburg State University 1991 — 1995
Bachelor of Science (B.S.), Economics
Brown Advisory April 2010 - Present
Cavanaugh Capital Management, Inc. 2003 - 2010
Merrill Lynch April 1998 - April 2003
Legg Mason April 1996 - April 1998
Skills
Chartered Financial..., Fixed Income, Investments, Bloomberg
Education
Frostburg State University 1991 — 1995
Bachelor of Science (B.S.), Economics
James Stierhoff's Brown Advisory Experience December 2013 - Present
Job Associate Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory December 2013 - Present
Brown Advisory December 2011 - December 2013
Brown Advisory December 2009 - December 2011
Skills
Asset Allocation, Investments, Mutual Funds, Equities, Financial Analysis, Bloomberg, Securities, Alternative Investments
Education
Loyola University Maryland 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Towson University 2006 — 2009
Bachelor of Science (BS), Economics, Minor in Business Administration
Furman University 2004 — 2005
Brown Advisory December 2013 - Present
Brown Advisory December 2011 - December 2013
Brown Advisory December 2009 - December 2011
Skills
Asset Allocation, Investments, Mutual Funds, Equities, Financial Analysis, Bloomberg, Securities, Alternative Investments
Education
Loyola University Maryland 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Towson University 2006 — 2009
Bachelor of Science (BS), Economics, Minor in Business Administration
Furman University 2004 — 2005
Seth Cohn's Brown Advisory Experience September 2005 - September 2006
Job Asset Manager at Capital Funding Group
Industry Financial Services
Experience
Capital Funding Group May 2014 - Present
Stifel Nicolaus May 2011 - May 2014
CB Richard Ellis Investors September 2006 - May 2011
Brown Advisory September 2005 - September 2006
Skills
CFA Level II Candidate, Financial Reporting, Credit Analysis, Equity Research, Valuation, Accounting, Portfolio Management, Equities, Investments, Forecasting, Financial Analysis, Financial Modeling, Securities, Bloomberg, Equity Valuation, Asset Managment, Real Estate, Due Diligence
Education
Loyola College in Maryland 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Muhlenberg College 1999 — 2003
BA, Business Administration, Finance Concentration
Capital Funding Group May 2014 - Present
Stifel Nicolaus May 2011 - May 2014
CB Richard Ellis Investors September 2006 - May 2011
Brown Advisory September 2005 - September 2006
Skills
CFA Level II Candidate, Financial Reporting, Credit Analysis, Equity Research, Valuation, Accounting, Portfolio Management, Equities, Investments, Forecasting, Financial Analysis, Financial Modeling, Securities, Bloomberg, Equity Valuation, Asset Managment, Real Estate, Due Diligence
Education
Loyola College in Maryland 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Muhlenberg College 1999 — 2003
BA, Business Administration, Finance Concentration
Brent Myers's Brown Advisory Experience January 2011 - April 2013
Job Corporate Trust Services Manager
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
SEI August 2013 - December 2013
Brown Advisory January 2011 - April 2013
Brown Advisory July 2008 - January 2011
Wachovia Securities January 2008 - June 2008
Morgan Stanley Smith Barney January 2005 - January 2008
Wachovia Securities October 2001 - December 2004
Skills
Customer Service, Equities, Asset Management, Leadership, Asset Allocation, Back Office, Mutual Funds, Program Management, Management, Alternative Investments, Trading
Education
Averett University 2002 — 2004
MBA, Business
Averett University 2000 — 2002
BA, Business
Old Dominion University
William & Mary
Wells Fargo January 2014 - Present
SEI August 2013 - December 2013
Brown Advisory January 2011 - April 2013
Brown Advisory July 2008 - January 2011
Wachovia Securities January 2008 - June 2008
Morgan Stanley Smith Barney January 2005 - January 2008
Wachovia Securities October 2001 - December 2004
Skills
Customer Service, Equities, Asset Management, Leadership, Asset Allocation, Back Office, Mutual Funds, Program Management, Management, Alternative Investments, Trading
Education
Averett University 2002 — 2004
MBA, Business
Averett University 2000 — 2002
BA, Business
Old Dominion University
William & Mary
Ian Oliner's Brown Advisory Experience July 2014 - Present
Job Alternative Asset and Pricing Specialist at Brown Advisory
Industry Financial Services
Experience
Brown Advisory July 2014 - Present
Morgan Stanley October 2012 - July 2014
T. Rowe Price January 2012 - September 2012
T. Rowe Price September 2010 - January 2012
Skills
Securities, Investments, Mutual Funds, Fixed Income, Retail Banking, Financial Analysis, Financial Services, Hedge Funds, Microsoft Excel, Finance, Equities
Education
Penn State University 2006 — 2010
Bachelor of Science, Economics
Brown Advisory July 2014 - Present
Morgan Stanley October 2012 - July 2014
T. Rowe Price January 2012 - September 2012
T. Rowe Price September 2010 - January 2012
Skills
Securities, Investments, Mutual Funds, Fixed Income, Retail Banking, Financial Analysis, Financial Services, Hedge Funds, Microsoft Excel, Finance, Equities
Education
Penn State University 2006 — 2010
Bachelor of Science, Economics
Jeanne ONeill's Brown Advisory Experience July 2011 - Present
Job Client Relationship Advisor at Brown Advisory | Thoughtful Investing.
Industry Financial Services
Experience
Brown Advisory July 2011 - Present
Wells Fargo Advisors, LLC September 2007 - July 2011
BROWN ADVISORY, INC January 1993 - January 2007
ALEX BROWN & SONS, INC. January 1985 - January 1993
Education
Wilmington University 2009 — 2011
Bachelors, Organizational Management
Long Island University 1977 — 1980
Business Management
Brown Advisory July 2011 - Present
Wells Fargo Advisors, LLC September 2007 - July 2011
BROWN ADVISORY, INC January 1993 - January 2007
ALEX BROWN & SONS, INC. January 1985 - January 1993
Education
Wilmington University 2009 — 2011
Bachelors, Organizational Management
Long Island University 1977 — 1980
Business Management
Jackson Robinson's Brown Advisory Experience 2009 - 2015
Job Vice Chair and Portfolio Manager at Trillium Asset Management
Industry Investment Management
Experience
Trillium Asset Management July 2015 - Present
Brown Advisory 2009 - 2015
Winslow Management Company 1983 - 2011
Skills
Investments, Sustainability Investing, Equities, Alternative Investments, Trading, Due Diligence, Bloomberg, Wealth Management, Venture Capital, Portfolio Management, Fixed Income, Mergers & Acquisitions, Private Equity, Asset Management, Business Strategy, Financial Modeling, Equity Research, Hedge Funds, Start-ups, Entrepreneurship, Mutual Funds, Investment Strategies, Investment Management, Securities, Asset Allocation, Valuation, Capital Markets, Strategic Partnerships, Investment Banking, Strategy, Financial Analysis
Education
Brown University
BA, Political Science & Economics
Trillium Asset Management July 2015 - Present
Brown Advisory 2009 - 2015
Winslow Management Company 1983 - 2011
Skills
Investments, Sustainability Investing, Equities, Alternative Investments, Trading, Due Diligence, Bloomberg, Wealth Management, Venture Capital, Portfolio Management, Fixed Income, Mergers & Acquisitions, Private Equity, Asset Management, Business Strategy, Financial Modeling, Equity Research, Hedge Funds, Start-ups, Entrepreneurship, Mutual Funds, Investment Strategies, Investment Management, Securities, Asset Allocation, Valuation, Capital Markets, Strategic Partnerships, Investment Banking, Strategy, Financial Analysis
Education
Brown University
BA, Political Science & Economics
Angie Billon's Brown Advisory Experience 2000 - 2005
Job Founder and CEO at Chevy Chase Capital, LLC
Industry Investment Management
Experience
Chevy Chase Capital, LLC January 2011 - Present
Capital Group Companies April 2005 - July 2010
Brown Advisory 2000 - 2005
Johnston Lemon 1997 - 2000
Skills
Equities, Asset Management, Investments, Equity Research, Valuation, Hedge Funds, Capital Markets, Financial Services, Investment Management, Bloomberg, Alternative Investments, Private Equity, Fixed Income, Investment Strategies, Asset Allocation, Emerging Markets, Portfolio Management, Equity Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Fianance
University of Delaware
Bachelor of Science (BS), Finance
Chevy Chase Capital, LLC January 2011 - Present
Capital Group Companies April 2005 - July 2010
Brown Advisory 2000 - 2005
Johnston Lemon 1997 - 2000
Skills
Equities, Asset Management, Investments, Equity Research, Valuation, Hedge Funds, Capital Markets, Financial Services, Investment Management, Bloomberg, Alternative Investments, Private Equity, Fixed Income, Investment Strategies, Asset Allocation, Emerging Markets, Portfolio Management, Equity Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Fianance
University of Delaware
Bachelor of Science (BS), Finance
Randi Faith Engelbrecht's Brown Advisory Experience June 2015 - Present
Job Private Client Relationship Advisor at Brown Advisory | Thoughtful Investing.
Industry Financial Services
Experience
Brown Advisory June 2015 - Present
Highmount Capital April 2013 - Present
Kayne Anderson Real Estate Advisors November 2010 - September 2012
Spruce Private Investors December 2001 - April 2010
Columbus Circle Investors September 1995 - November 2001
Greenwich Associates September 1994 - September 1995
Playtex Products February 1989 - August 1994
Skills
Fixed Income, Financial Analysis, Investments, Accounting, Equities, Asset Managment, Portfolio Management, Life Insurance, Insurance, Options, Project Management, PowerPoint, Risk Management, Strategic Planning, Human Resources, Wealth Management, Asset Management, Hedge Funds
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner (CFP)
Sacred Heart University 1994 — 1997
BS, Business Administration, 3.9 GPA
Brown Advisory June 2015 - Present
Highmount Capital April 2013 - Present
Kayne Anderson Real Estate Advisors November 2010 - September 2012
Spruce Private Investors December 2001 - April 2010
Columbus Circle Investors September 1995 - November 2001
Greenwich Associates September 1994 - September 1995
Playtex Products February 1989 - August 1994
Skills
Fixed Income, Financial Analysis, Investments, Accounting, Equities, Asset Managment, Portfolio Management, Life Insurance, Insurance, Options, Project Management, PowerPoint, Risk Management, Strategic Planning, Human Resources, Wealth Management, Asset Management, Hedge Funds
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner (CFP)
Sacred Heart University 1994 — 1997
BS, Business Administration, 3.9 GPA
Alexander Mallinson's Brown Advisory Experience June 2012 - July 2012
Job University of Pennsylvania, Senior
Industry Financial Services
Experience
Fortress Investment Group June 2014 - August 2014
Terry Farrell & Partners July 2013 - July 2013
Mayer Brown JSM July 2013 - July 2013
Colliers-International July 2013 - July 2013
JPMorgan June 2013 - July 2013
Brown Advisory June 2012 - July 2012
CDK Group LLC June 2011 - July 2011
Global Wine Company June 2010 - July 2010
Skills
Teamwork, Rhetoric, Leadership, Equity Research, Bloomberg, Strategic Intelligence, Portfolio Management, Analysis, Equities, Finance, Statistics, Economics, Investments, Research, Stata, Financial Analysis, Valuation, Hedge Funds
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), PPE
Winchester College 2006 — 2011
Cambridge Pre-U, Pre-U: Philosophy & Theology, Economics; A-level: Maths
Ludgrove 2004 — 2006
Middle School
Thomas's Battersea 1999 — 2004
Middle School
Fortress Investment Group June 2014 - August 2014
Terry Farrell & Partners July 2013 - July 2013
Mayer Brown JSM July 2013 - July 2013
Colliers-International July 2013 - July 2013
JPMorgan June 2013 - July 2013
Brown Advisory June 2012 - July 2012
CDK Group LLC June 2011 - July 2011
Global Wine Company June 2010 - July 2010
Skills
Teamwork, Rhetoric, Leadership, Equity Research, Bloomberg, Strategic Intelligence, Portfolio Management, Analysis, Equities, Finance, Statistics, Economics, Investments, Research, Stata, Financial Analysis, Valuation, Hedge Funds
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), PPE
Winchester College 2006 — 2011
Cambridge Pre-U, Pre-U: Philosophy & Theology, Economics; A-level: Maths
Ludgrove 2004 — 2006
Middle School
Thomas's Battersea 1999 — 2004
Middle School
Dennis Bosley's Brown Advisory Experience 2009 - 2011
Job TA II at Pasco County Government
Industry Information Technology and Services
Experience
Pasco County Government September 2015 - Present
Pasco County Government January 2014 - Present
Ulla Popken May 2012 - January 2013
Brown Advisory 2009 - 2011
Skills
Active Directory, Data Center, Vendor Management, Asset Managment, Business Intelligence, Risk Management, VMware, Disaster Recovery, Citrix, Microsoft Technologies, Network Security, Security, Microsoft Exchange, System Administration, SharePoint, Windows Server, Integration, Virtualization, Windows, Networking Solutions, Computer Repair, Microsoft Office, Management, Customer Service, Information Technology, Technical Support, Troubleshooting, Help Desk Support, Networking, Strategic Planning, Process Improvement, Network Administration, Software Documentation
Education
Goucher College
Computer Science
Pasco County Government September 2015 - Present
Pasco County Government January 2014 - Present
Ulla Popken May 2012 - January 2013
Brown Advisory 2009 - 2011
Skills
Active Directory, Data Center, Vendor Management, Asset Managment, Business Intelligence, Risk Management, VMware, Disaster Recovery, Citrix, Microsoft Technologies, Network Security, Security, Microsoft Exchange, System Administration, SharePoint, Windows Server, Integration, Virtualization, Windows, Networking Solutions, Computer Repair, Microsoft Office, Management, Customer Service, Information Technology, Technical Support, Troubleshooting, Help Desk Support, Networking, Strategic Planning, Process Improvement, Network Administration, Software Documentation
Education
Goucher College
Computer Science
Neil D'Anniballe's Brown Advisory Experience September 2013 - Present
Job Application Support Analyst at Brown Advisory
Industry Accounting
Experience
Brown Advisory September 2013 - Present
D'Anniballe and Company May 2011 - August 2011
Post-Gazette Pavilion May 2009 - August 2009
Skills
Accounting, Financial Reporting, Financial Accounting, General Ledger, Account Reconciliation, Accounts Payable, Accounts Receivable, Income Tax, Bookkeeping, Journal Entries
Education
Loyola College in Maryland 2009 — 2013
Bachelors, General Business
Franciscan University of Steubenville 2008 — 2009
Brown Advisory September 2013 - Present
D'Anniballe and Company May 2011 - August 2011
Post-Gazette Pavilion May 2009 - August 2009
Skills
Accounting, Financial Reporting, Financial Accounting, General Ledger, Account Reconciliation, Accounts Payable, Accounts Receivable, Income Tax, Bookkeeping, Journal Entries
Education
Loyola College in Maryland 2009 — 2013
Bachelors, General Business
Franciscan University of Steubenville 2008 — 2009
Christopher Holcombe, CFP®'s Brown Advisory Experience June 2015 - Present
Job Portfolio Analyst at Brown Advisory | Thoughtful Investing.
Industry Financial Services
Experience
Brown Advisory June 2015 - Present
Highmount Capital October 2013 - June 2015
BNY Mellon October 2010 - October 2013
BNY Mellon September 2007 - September 2010
Colby College September 2006 - May 2007
Skills
Investments, Portfolio Management, Equities, Asset Management, Fixed Income, Mutual Funds, Alternative Investments, Wealth Management, Bloomberg
Education
Boston University 2011 — 2013
Certificate in Financial Planning
Colby College 2003 — 2007
Bachelor of Arts (B.A.), Government and Philosophy
University College London, U. of London 2006 — 2006
Government and Philosophy
Middlesex School 1999 — 2003
Brown Advisory June 2015 - Present
Highmount Capital October 2013 - June 2015
BNY Mellon October 2010 - October 2013
BNY Mellon September 2007 - September 2010
Colby College September 2006 - May 2007
Skills
Investments, Portfolio Management, Equities, Asset Management, Fixed Income, Mutual Funds, Alternative Investments, Wealth Management, Bloomberg
Education
Boston University 2011 — 2013
Certificate in Financial Planning
Colby College 2003 — 2007
Bachelor of Arts (B.A.), Government and Philosophy
University College London, U. of London 2006 — 2006
Government and Philosophy
Middlesex School 1999 — 2003
Ann Cowing's Brown Advisory Experience February 2000 - Present
Job Administrative Assisstant at Brown Advisory
Industry Financial Services
Experience
Brown Advisory February 2000 - Present
Alex Brown & Sons March 1986 - February 2000
Education
College of Notre Dame of Maryland 1983 — 1986
Education
Villa Julie College 1980 — 1982
AA, Early Childhood Education and Teaching
Brown Advisory February 2000 - Present
Alex Brown & Sons March 1986 - February 2000
Education
College of Notre Dame of Maryland 1983 — 1986
Education
Villa Julie College 1980 — 1982
AA, Early Childhood Education and Teaching
Kristen Flynn's Brown Advisory Experience June 2015 - Present
Job Private Client Administrator at Brown Advisory
Industry Investment Management
Experience
Brown Advisory June 2015 - Present
Highmount Capital November 2012 - June 2015
Invesco 2006 - 2012
Skills
Portfolio Management
Education
Boston College 1996 — 1999
Master of Arts (M.A.), Developmental and Child Psychology
Bentley University 1988 — 1992
Brown Advisory June 2015 - Present
Highmount Capital November 2012 - June 2015
Invesco 2006 - 2012
Skills
Portfolio Management
Education
Boston College 1996 — 1999
Master of Arts (M.A.), Developmental and Child Psychology
Bentley University 1988 — 1992
Erik Briggs's Brown Advisory Experience March 2015 - Present
Job at
Industry Financial Services
Experience
Brown Advisory March 2015 - Present
Wunderlich Securities August 2011 - Present
Singal Hill June 2007 - August 2011
Ferris Baker Watts May 2005 - June 2007
Alex Brown/Deutsche Bank 1997 - 2005
Education
Guilford College 1992 — 1996
BS Sports Management
Brown Advisory March 2015 - Present
Wunderlich Securities August 2011 - Present
Singal Hill June 2007 - August 2011
Ferris Baker Watts May 2005 - June 2007
Alex Brown/Deutsche Bank 1997 - 2005
Education
Guilford College 1992 — 1996
BS Sports Management
Daniel Rothman's Brown Advisory Experience June 2013 - July 2013
Job Teaching Assistant at Brown University
Industry Computer Software
Experience
Microsoft June 2015 - August 2015
Brown Daily Herald Inc. August 2013 - May 2015
Brown University August 2014 - December 2014
Transamerica June 2014 - August 2014
Brown Advisory June 2013 - July 2013
The University of Iowa Hospitals and Clinics June 2010 - August 2012
Skills
Microsoft Excel, PowerPoint, Java, Python, C, Stata, LaTeX, Microsoft Word, Research, Data Analysis, Microsoft Office, Public Speaking
Education
Brown University 2012 — 2016
Bachelor of Science (B.S.), Computer Science-Economics
Iowa City West High School 2009 — 2012
Microsoft June 2015 - August 2015
Brown Daily Herald Inc. August 2013 - May 2015
Brown University August 2014 - December 2014
Transamerica June 2014 - August 2014
Brown Advisory June 2013 - July 2013
The University of Iowa Hospitals and Clinics June 2010 - August 2012
Skills
Microsoft Excel, PowerPoint, Java, Python, C, Stata, LaTeX, Microsoft Word, Research, Data Analysis, Microsoft Office, Public Speaking
Education
Brown University 2012 — 2016
Bachelor of Science (B.S.), Computer Science-Economics
Iowa City West High School 2009 — 2012
Erika Pagel's Brown Advisory Experience June 2012 - Present
Job Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2012 - Present
Silver Bridge 2010 - 2012
Balyasny Asset Management L.P. 2006 - 2008
UBS Investment Bank 2000 - 2006
Schroders 1999 - 2000
MFS Investment Management 1996 - 1998
Skills
Equities, Investments
Education
Hartwick College 1992 — 1996
Economics and English
St. Luke's High School 1988 — 1992
Brown Advisory June 2012 - Present
Silver Bridge 2010 - 2012
Balyasny Asset Management L.P. 2006 - 2008
UBS Investment Bank 2000 - 2006
Schroders 1999 - 2000
MFS Investment Management 1996 - 1998
Skills
Equities, Investments
Education
Hartwick College 1992 — 1996
Economics and English
St. Luke's High School 1988 — 1992
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY