Equities Fixed Income Hedge Funds Private Equity and Real Estate Sustainable Investing


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 Investment Solutions Group.

Hedge Funds

Hedge Funds

The Investment Solutions Group is an investment-management team within Brown Advisory that specializes in asset allocation, manager selection, 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, the Investment Solutions Group now manages in excess of $3.4 billion for clients (data as of January 31, 2017) in a combination of managed accounts, advisory relationships and fund-of-fund offerings.

Private Equity and Real Estate

Private Equity and Real Estate

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 through our Private Equity Partners (PEP) and Real Estate Partners (REP) vehicles 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.

For more information on private equity please click here or contact Jacob Hodes at 410-537-5315 or [email protected].

Sustainable Investing

Sustainable Investing Strategies

  • Multi-Manager Strategies
  • For clients seeking an open-architecture solution, we have access to several of the premier sustainable managers in the industry - all vetted by internal research.
  • Private Equity
  • Our private equity team is focused on evaluating the growing universe of private impact investments to identify standout opportunities that target various issues of particular concern to our clients. To date, we have placed assets in investments targeting a variety of impact themes such as community impact, microfinance, education technology, sustainable real estate, water initiatives and others.*
  • *Many alternative investments by regulation may only be sold to Accredited Investors (institutions with at least $5 million in assets) or Qualified Purchasers (institutions with at least $25 million in investments).

Customized Portfolios

This diverse assortment of solutions will meet many clients’ sustainability objectives; however, we understand the continued evolution of this space and seek to be able to react quickly to client needs.

For clients with unique missions, value-aligned investing programs, or who simply wish to ensure that they do not own certain controversial companies or have access to certain industries, we offer the following customized options:

Additional Screening: To the extent we have reliable data and can build rules into our compliance systems, we can add specific screens to a separate account to restrict companies (e.g. oil and gas providers) or industries (e.g. tobacco or weaponry).

Customized and Thematic Portfolios: Within a separate account, we can work together to solve for a sustainability need. From a universe of securities researched from both the bottom-up and for their ESG profile, we can assemble a custom portfolio of securities designed to meet many specific sustainable goals or outcomes.

Private Client Team

Client Service

Madeline Altholtz Private Client Relationship Analyst
Jerry Adams Private Client Tax Advisor
Michael Aldrich Global Head of Operational Strategy
Mia Antonelli Private Client Tax Administrator
Amanda Ator Private Client Relationship Analyst
Anne Bartlett Private Client Relationship Advisor
Constance Brown Private Client Relationship Advisor
Megan S. Brune Relationship Advisor
Alicia Burnham Relationship Advisor
Marcy Campbell Private Client Relationship Associate
Brian Castagna Private Client Relationship Associate
Chris Chalke Private Client Relationship Associate
Billy Chew Private Client Relationship Analyst
Jeffrey Cornelius Private Client Relationship Advisor
Megan Schaefer-Curran Relationship Advisor
Pam Eldreth Private Client Relationship Advisor
Randi Engelbrecht Private Client Relationship Advisor
Eric Fischer Jr. Director of Tax
Carlos Flores Private Client Relationship Analyst
Laura George Relationship Associate
Marjorie Gutierrez Private Client Relationship Advisor
Sharon Hamel Private Client Relationship Advisor
Courtney Harral Private Client Relationship Analyst
Megan Hauver Private Client Relationship Analyst
David Hodnett Private Client Relationship Associate
Phene Jean-Claude Private Client Relationship Associate
Kristin Keeney Relationship Advisor
Jackie Kipke Private Client Relationship Associate
Karen LaRosa Private Client Relationship Associate
Caitlin Leach Private Client Relationship Analyst
Derrick Leak Relationship Advisor
Linda Maddox Private Client Relationship Analyst
Aida Mahinic Private Client Relationship Analyst
Monica Malishchak Private Client Relationship Advisor
Carol Matthews Private Client Relationship Associate
Mindy McDuffie Private Client Relationship Associate
Kathryn McManus Private Client Relationship Advisor
Greta Meytin Private Client Relationship Advisor
Christopher Moran Private Client Relationship Associate
Francesca Moum Head of Private Client Service
Carly Neidecker Private Client Relationship Analyst
Jeanne O'Neill Relationship Advisor
Lisa Posko Relationship Advisor
Stephanie Power Private Client Relationship Advisor
Maggie Rhodes Private Client Relationship Associate
Sarah Richardson Director of Austin Operations
Ted Scharfenberg Private Client Relationship Analyst
Noel Schueler Private Client Relationship Advisor
Melina Selimbegovic Private Client Relationship Associate
Christina Shanahan Private Client Relationship Associate
John Sharkey Private Client Relationship Associate
Kristen Siciliano Private Client Relationship Advisor
Tyler Smith Private Client Relationship Associate
John Snyder Private Client Relationship Analyst
Anne Tiffin Private Client Relationship Advisor
Lauren Treiber Private Client Relationship Analyst
Gay Wagner Private Client Relationship Associate
Brooke Wynot Private Client Relationship Associate

Portfolio Managers

Victor Abiamiri Associate Portfolio Manager
Nick Andjel Portfolio Manager
Leslie Ashley Portfolio Analyst
Perry Bacon Portfolio Manager
Theresa Balaran Portfolio Manager
Matt Barrett Associate Portfolio Manager
Chris Bartlett Head of Private Client
Terry Beaty, Jr. Portfolio Manager
Christopher Bliss Financial Advisor
Eddie Bradley III Portfolio Analyst
Nestor Cardona Portfolio Analyst
Geoffrey Carey Portfolio Manager
Joe Carpenter Portfolio Manager
Darcy Carroll Portfolio Manager
Paul Chew Chief Investment Officer
Gautam Chhada Portfolio Manager
Matthew Clark Portfolio Manager
Harrison Clement Portfolio Analyst
Erik Cohen Portfolio Manager
Claire Woolston Commons Portfolio Manager
Jordan Cook Portfolio Analyst
Drew Courtney Portfolio Analyst
Joe Cozza Portfolio Manager
Will Crimmins Portfolio Analyst
Michael Delaney Portfolio Analyst
Dominic DiFebo Portfolio Analyst
James Dugan Portfolio Manager
William Dugdale Portfolio Manager
Michael Federico Portfolio Manager
Eben Finney, III Portfolio Manager
Lucas Fisher Portfolio Analyst
Jimmy Fiske Portfolio Analyst
Matt Fleming Portfolio Strategist
George Floyd Financial Advisor
Glenn Garven Portfolio Analyst
Michael Gaughan Associate Portfolio Manager
Justin D. Gillen Portfolio Analyst
Price Gillock Portfolio Analyst
Matthew Gilner Associate Portfolio Manager
Dan Glading Portfolio Manager
Matthew Gray Portfolio Manager
George Grayson Portfolio Manager
Austin Gregor Portfolio Analyst
Henry Habgood Portfolio Analyst
Walter Haynes Portfolio Manager
Christopher Holcombe Associate Portfolio Manager
Robert Hopkins Portfolio Manager
Allan D. House Portfolio Manager
Brian Hoyer Associate Portfolio Manager
David Hunter Portfolio Manager
Quintin Ings-Chambers U.K. Private Client Portfolio Manager
Jon Jester Portfolio Manager
Mia Karides Financial Analyst
Jeff Keady Portfolio Analyst
Mark Kodenski Portfolio Manager
Jane W. Korhonen Portfolio Manager
Teddy Lamade Portfolio Manager
Glen Lambinicio Portfolio Strategist
Jonathan Levy Portfolio Manager
Tyler Lewis Portfolio Manager
Craig Martin Operating Officer of the Private Client Business
William Mathews Associate Portfolio Manager
Tony Mavrellos Associate Portfolio Manager
Ian McAbeer Portfolio Manager, Head of Austin Office
Michael McClean Portfolio Manager
Ray McClure Portfolio Manager
Stephanie McCormick Portfolio Manager
Catherine McDonnell Portfolio Manager
Marlivia Minter Portfolio Analyst
David P. Nichols Portfolio Manager
Berk Nowak Portfolio Manager
Olachi Hamilton Associate Portfolio Manager
Robert Oster Portfolio Manager
Erika Pagel Portfolio Manager
William Peck Portfolio Manager
Cindy Pepple Portfolio Analyst
Jonathan Price Portfolio Manager
W. Hunter Purcell Portfolio Manager
Philip Rauch Portfolio Manager
William Rienhoff, IV Portfolio Manager
Thomas M. Rogers Portfolio Analyst
Porter Schutt Portfolio Manager
Tushar Shah Portfolio Manager
Blake Sheehan Portfolio Manager
David Stepherson Portfolio Manager
James Stierhoff Portfolio Manager
Morgan Stith Portfolio Analyst
Bente Strong Portfolio Manager
Matthew Summers Portfolio Analyst
Nicholas Taylor Portfolio Manager
Edward X. Tune Portfolio Manager
James Tussaud Portfolio Manager
Eamonn Vain-Callahan Portfolio Analyst
Christian Ventimiglia Portfolio Analyst
Kathryn Watts Portfolio Analyst
Callum Wells Portfolio Analyst
Martin West, III Portfolio Manager
J. Bruce Whelihan Financial Advisor
Brien White Portfolio Manager
Mitchell Whiteman Portfolio Manager
Nina Yudell Portfolio Manager
Kellie Zesch Weir Portfolio Manager

Strategic Advisors

Buck Chapoton Strategic Advisor
Douglas Borg Strategic Advisory Analyst
Lauren Dell Strategic Advisor
John Devine Strategic Advisor
Stuart B. Dorsett Strategic Advisor
Edward K. Dunn, III Strategic Advisor
Joseph Ferlise Strategic Advisor
Morgan Folus Strategic Advisory Analyst
Michael D. Hankin President and CEO
Stanard Klinefelter Strategic Advisor
D. Chad Larson Strategic Advisor
Matt Metsch Strategic Advisory Analyst
Susan C. Milona Strategic Advisor
Sandra Moffet Strategic Advisor
Alice Paik Head of Strategic Advisory
Shadie Parivar Strategic Advisory Analyst
John Poulton Strategic Advisor
Craig Standish Strategic Advisor

Investment Solutions Group

Sid Ahl Chief Investment Officer of ISG
John Bisson Quantitative Analyst
Paul Chew Chief Investment Officer
John O. Downing Senior Advisor
Atte Enyenihi Operational Due Diligence Analyst
Taylor Graff Head of Asset Allocation Research
Christopher Hancock Research Analyst
David Kahen Director of Operations, ISG
Peter G.C. Mallinson Senior Advisor
Steven Melnick Research Analyst
Amar Patel Research Analyst
Shane Ransom Research Analyst
J.R. Rodrigo Research Analyst
Samir Shah Head of Operational Due Diligence, ISG
Peter Whitney Research Analyst
Jordan Wruble Head of Manager Research

Private Equity

Joseph Baylin Private Equity Analyst
Mark Collins, Jr. Director of Private Equity
Ted Hanks Private Equity Analyst
Jacob Hodes Head of Private Equity
Elise Liberto Private Equity Analyst
Nina Millman Private Equity Advisor
Meera Patel Director of Private Equity Fund Research
Keith Stone Private Equity Analyst

Fixed Income Investment Team

Ty Andrews Portfolio Analyst
Tom Bandurowski Credit Analyst
Paul Corbin Portfolio Manager
James Davie Fixed Income Credit Analyst
Thomas D.D. Graff Portfolio Manager
Amy Hauter Associate Portfolio Manager
John Henry Iucker Associate Portfolio Manager
Kelly McConkey Portfolio Analyst
Joshua R. Perry Associate Portfolio Manager
Stephen Shutz Portfolio Manager
Rob Snyder Portfolio Manager
Tory Szczawinski Securitized Products Analyst
David Thompson Portfolio Manager
Jason Vlosich Associate Portfolio Manager
Lyn White Credit Analyst

Senior Advisors

Vincent Burke Senior Advisor
Jack Cavanaugh Head of Baltimore Private Client
Doug Godine Head of Private Client Business Development
Benjamin H. Griswold, IV Chairman, BIATC
Webb C. Hayes, IV Senior Advisor
Steven G. Hoch Senior Advisor
Renny McPherson Client Advisor
Bill Paternotte Senior Advisor
Simon Peck Senior Advisor
Steven G. Ricklefs Client Advisor
Thomas Schweizer, Jr. President Brown Advisory Securities, LLC
Truman Semans Vice Chairman, BIATC
Shooter Starr Client Advisor
Maarten van Hengel Senior Advisor
Danielle White Client Advisor
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Chris Bartlett

Head of Private Client

Chris Bartlett is head of private client at Brown Advisory. Chris most recently was head of global equity sales and trading at Wells Fargo in New York, responsible for 300 employees in trading, sales trading and institutional sales. He was a board member of Wells Fargo International Ltd., a member of the Securities Management Committee and chair of the Development and Engagement Council. He joined Wells Fargo at the end of 2008 as part of the Wachovia merger. Before joining Wachovia in 1999, Chris spent 12 years at Alex. Brown & Sons as managing director and senior trader. During his career Chris also served on numerous market structure committees, including NASDAQ’s (QMC), STA Trading Committee, and the NYSE (UTAC) committee.


  • Denison University, BA (1983)

Community Involvement

  •  Chairman, Baltimore Symphony Endowment Investment Board
  • Mentor, Commit Foundation
  • Board Member, Advisory Board of Denison University
  • Board Member, U.S. Lacrosse Foundation

Mutual Funds Attestation


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