Investment Team

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Investment & Research Team

Maneesh Bajaj, CFA Equity Research Analyst	Theresa K. Balaran Portfolio Manager	John Barnett, CFA Equity Research Analyst
John T. Beaty, Jr. Portfolio Manager	Bruce E. Behrens, CFA Portfolio Manager	Richard M. Bernstein, CFA Portfolio Manager Equity Research Analyst
Christopher A. Berrier Portfolio Manager Equity Research Analyst	John B. Bisson, CFA Quantitative Analyst	J. Dorsey Brown, III Portfolio Manager
Hobart Buppert, II Portfolio Manager	Ruth Butt Associate Portfolio Manager	Geoffrey R.B. Carey, CFA Portfolio Manager
Eric Cha, CFA Equity Research Analyst	Paul J. Chew, CFA Head of Investment Strategies	Paul Corbin Portfolio Manager
Susan L. Craib, CFA Portfolio Manager	M. Gwen Davidson Portfolio Manager	Doron S. Eisenberg, CFA Portfolio Manager Equity Research Analyst
Eben D. Finney, III Head of Portfolio Management	Matthew Fleming Associate Portfolio Manager	Michael Foss, CFA Portfolio Manager Equity Research Analyst
Karina Funk, CFA Equity Research Analyst	Matthew Gilner Associate Portfolio Manager	Eric F. Gordon, CFA Equity Research Analyst
Brian E. Graney, CFA Portfolio Manager Equity Research Analyst	Timothy W. Hathaway, CFA Portfolio Manager Equity Research Analyst	Monica M. Hausner Portfolio Manager
David Hunter, CFA Portfolio Manager	Mark Kodenski Portfolio Manager	Jane Korhonen, CFA Portfolio Manager
Elizabeth Levy Equity Research Analyst	Paul Li, Ph.D., CFA Equity Research Analyst	Raymond G. McClure Managing Partner, DC
Christine Murphy Associate Portfolio Manager	David P. Nichols, CFA Portfolio Manager	William F. Nicklin Portfolio Manager
Patrick O'Brien Portfolio Manager Equity Research Analyst	Darryl R. Oliver, CFA Equity Research Analyst	Olachi Opara Associate Portfolio Manager
Lee S. Owen Portfolio Manager	Richard W. Palmer Portfolio Manager	Sung Park Equity Research Analyst
Michael Poggi, CFA Equity Research Analyst	David B. Powell, CFA Portfolio Manager Equity Research Analyst	M. Elliott Randolph, Jr. Portfolio Manager
Charles A. Reid Equity Research Analyst	Jack W. Robinson Portfolio Manager	Jeffrey Schlesinger Portfolio Manager
J. David Schuster Portfolio Manager Equity Research Analyst	Meredith N. Shuey Associate Portfolio Manager	Ben Smolley Equity Research Analyst
Kenneth M. Stuzin, CFA Portfolio Manager Equity Research Analyst	R. Hutchings Vernon, CFA Portfolio Manager Equity Research	Jason T. Vlosich Fixed Income Analyst
Nina K. Yudell Portfolio Manager Equity Research Analyst

Private Equity

Mark M. Collins, Jr.
Director of Private Equity

Stanard T. Klinefelter
Strategic Advisor

Nina Millman
Private Equity Advisor

Nicole Nesbitt
Private Equity Associate

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What this means for you: When you open an account, we will ask for certain information that will assist us in verifying your identity, such as your name, address, date of birth and taxpayer identification number. In some cases, we may ask for additional documentation, such as a driver's license, passport or other form of governmental identification.

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At Brown Advisory, we believe that you deserve frank and open communication on all aspects of our relationship. In this spirit, we provide this annual summary of our policies relating to confidentiality and privacy of client information, mutual funds, conflicts of interest, trading commissions, proxy voting and Form ADV annual notice.

CONFIDENTIALITY AND PRIVACY POLICY

Brown Advisory takes the confidentiality of your personal information and the privacy of your account very seriously. Our commitment to safeguard your personal information goes beyond our legal obligation to process your transactions accurately and securely. Whether we serve you online, in person, on the telephone or by mail, the principles that guide the way in which we conduct business are built upon the core values of trust and integrity.

We limit access to your personal information to only those employees with a business reason to know such information. We train and consistently remind all employees to respect client privacy and to recognize the importance of the confidentiality of such information. Those who violate our privacy policy are subject to disciplinary action. This commitment also applies to the sharing of information among Brown Advisory and its affiliates.

We maintain physical, electronic and procedural safeguards that comply with applicable laws and regulations to protect your personal information, including various measures to protect your personal information while it is stored electronically.

Federal law requires us to inform you that we have on record personal information about you and that we obtain such information from you directly (e.g., information you provide to us on account applications and other forms, such as your name, address, social security number, occupation, assets and income) and indirectly (e.g., information on our computer systems about your transactions with us, such as your account balance and account holdings). Any personal information you choose to provide is kept confidential and allows us to: (i) provide better and more complete investment and strategic advice; (ii) develop new services that meet additional needs you may have; and, (iii) comply with legal and regulatory requirements.

In addition, in the normal conduct of our business, it may become necessary for us to share information relating to our clients that we have on record, as described above, with companies not affiliated with us who are under contract to perform services on our behalf. For example, we have contracted with companies to assist us in complying with anti-terrorist and anti-money laundering statutory requirements (including the identification and reporting of activities that may involve terrorist acts or money laundering activities), companies that provide clearing services, and other vendors that provide services directly related to your account relationship with us. Our agreements with these companies require that they keep your information confidential and not use such information for any unrelated purpose.

We do not sell information about you to third parties, and we do not otherwise disclose information to third parties without your permission or unless required by law.

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Brown Advisory Wins Lipper Award
Winslow Environmental News: The Time is Now for Climate Change Adaptation
Investment Perspectives: Alphabet Soup: The Shape of Recovery

Specialist US equities manager Brown Advisory has seen its US Equity Value Ucits III vehicle reach $100m in assets under management. Run by Richard Bernstein, the US Equity Value Ucits fund was launched under the group’s Dublin umbrella in February 2006 and mirrors the manager’s existing concentrated long-only strategy, which has $1.1bn of assets. Brown Advisory London office director Logie Fitzwilliams says the strategy has proved attractive in the European market this year. “We reached our three-year track record in February, launched a sterling-hedged share class in October, and have seen impressive inflows, not just from the UK but also from institutions in Scandinavia, Spain and Switzerland,” he says. Iveagh Private Investment House partner and head of portfolio management Chris Wyllie backs Bernstein’s approach and Brown’s strong research platform. “Together, these have delivered an outstanding long-term track record which can be replicated in the future,” Wyllie adds. “It is a good example of what we look for in a fund.” The milestone follows the recent launch to the European market of Brown’s US Equity Growth.