Cookies: This website uses cookies to distinguish you from other users. This helps us provide you with a good user experience and also allows us to improve our website.
U.S. Version
Equities Fixed Income Hedge Funds Private Equity, Real Estate and Oil and Gas

Equities

We follow a philosophy that low-turnover, concentrated portfolios derived from sound bottom-up fundamental research provide an opportunity for attractive performance results over time. We have a culture and firm equity ownership structure that help us attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.

We construct balanced portfolios for private clients, nonprofits and institutions depending on the needs of the client. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client's best interest.

Fixed Income

We follow a philosophy that fixed income strategies built from a foundation of stability coupled with fundamental credit research can seek to generate alpha and control risk. We have a culture and firm equity ownership structure that attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.

We construct balanced portfolios for private clients, nonprofits and institutions depending on the needs of the client. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client's best interest. Meet the Open Architecture and Asset Allocation team.

Hedge Funds

Hedge Funds

CDK is an investment-management team within Brown Advisory that specializes in hedge funds and other alternative investment strategies. Dedicated to open-architecture solutions, our team has established a strong track record of identifying high-quality, third-party investment managers across the hedge fund, long-only and private equity universes. We leverage this expertise to help clients assemble portfolios that we believe best fit their needs and goals, offering clients a range of solutions from complete portfolio management to fulfillment of specific hedge-fund and alternative-asset mandates.

Founded in June 2002, CDK|Brown Advisory now manages in excess of $2 billion for clients (data as of April 1, 2015) in a combination of managed accounts, advisory relationships and fund-of-fund offerings.

 

Private Equity, Real Estate and Oil and Gas

Private Equity, Real Estate and Oil and Gas

Brown Advisory has incorporated private equity and real estate investments in client portfolios since our founding. Today, we can provide that exposure in three distinct ways.

Feeder Funds and Multimanager Funds
We introduce clients to investment opportunities in early- and late-stage venture capital and buyout funds, as well as select real estate funds. We also construct these feeder funds into multimanager funds to make private equity investing as easy as possible for our clients.

Customized Private Equity Portfolios
For most clients, private equity is one component of a balanced portfolio that we manage. Other clients, however, come to us specifically for custom-built private equity and real estate portfolios.

Direct Investments
We leverage Brown Advisory’s experience in private equity, our deep industry knowledge and our extensive professional networks to match our clients with healthy, profitable companies that are seeking outside capital.

For more information on private equity please click here or contact Jacob Hodes at 410-537-5315 or jhodes@brownadvisory.com.

Institutional Team

Equity Investment Team

slide
Priyanka Agnihotri Research Analyst
Maneesh Bajaj Portfolio Manager and Equity Research Analyst
Richard Bernstein Portfolio Manager
Christopher Berrier Portfolio Manager
John Bond III Equity Research Analyst
John Canning Equity Research Analyst
Eric Cha Equity Research Analyst
Kenneth Coe III Equity Research Analyst
Mick Dillon Portfolio Manager
Doron Eisenberg Portfolio Manager
Michael Foss Portfolio Manager
Karina Funk Portfolio Manager
Eric Gordon Equity Research Analyst
Brian Graney Portfolio Manager
Timothy Hathaway Director of Equity Research
Paul Li Equity Research Analyst
Patrick Mahoney Equity Research Analyst
Emily Mathews Equity Research Analyst
Daniel Mooney Equity Research Analyst
Kevin O'Keefe Equity Research Analyst
Kevin Osten Product Specialist
Sung Park Equity Research Analyst
Simon Paterson Equity Research Analyst
Michael Poggi Associate Portfolio Manager
David Powell Portfolio Manager
George Sakellaris Equity Research Analyst
J. David Schuster Portfolio Manager
Kenneth Stuzin Portfolio Manager
R. Hutchings Vernon Portfolio Manager
Sheryl Zhou Equity Research Analyst

Fixed Income Investment Team

slide
Paul Corbin Portfolio Manager
James Davie Portfolio Analyst
Thomas D.D. Graff Portfolio Manager
Amy Hauter Portfolio Analyst
Tim Howard Credit Analyst
John Henry Iucker Portfolio Analyst
Kelly McConkey Portfolio Analyst
Robert McWilliam Credit Analyst
Joshua R. Perry Credit Analyst
Stephen Shutz Portfolio Manager
Rob Snyder Portfolio Manager
David Thompson Portfolio Manager
Jason Vlosich Analyst & Trader
Lyn White Credit Analyst

Institutional Sales and Service

slide
Walter Beckett Institutional Sales - International
Keryn Brock Institutional Sales - International
Gregory Caron Institutional Business Development
Madison Carr Institutional Business Associate
Trish Carroll Head of Institutional Relationship Management
Charlie Constable Head of U.S. Sales & Service
Polly Corry Institutional Client Service - International
Sean Erb Institutional Business Development
Christopher Fearey Institutional Business Development
Logie Fitzwilliams Head of International Business
Christopher Gibson Institutional Relationship Manager
Mary Gregory Institutional Relationship Manager
Monica Hausner Institutional Relationship Manager
Douglas W. Hinton Institutional Business Development
Geordie Morrison Institutional Sales - International
Nicole Nesbitt Institutional Relationship Manager
Grace O'Neill Institutional Relationship Manager
Charlie van Straubenzee Institutional Sales - International
Back to Top

Our People

Please click a name from the tabs on the left to learn more about our people.