United States
Equities Fixed Income External Managers Private Equity and Real Estate Sustainable Investing

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.

Brown Advisory Equity Strategies

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.

Brown Advisory Fixed Income Strategies

External Managers

Investment Solutions Group

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.

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.

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.

colleagues and

PEOPLE

At Brown Advisory, every ounce of value that we deliver to our client is the result of the talent and hard work of our colleagues. Our people ARE Brown Advisory.
Private Client

Anne Bartlett

Private Client Relationship Advisor
Corporate

Debbie Bartz

Administrative Assistant
NextGen Venture Partners

Jon Bassett

Managing Partner, NextGen Venture Partners
Private Equity

JJ Baylin

Private Equity Analyst
Private Client

Terry Beaty, Jr., CIC

Portfolio Manager
Institutional

Walter Beckett

Institutional Sales
Messaging

Ethan Berkwits

Senior Content Strategist
Institutional

Christopher Berrier

Portfolio Manager
Investment Solutions Group

John Bisson, CFA

Quantitative Analyst
Private Client

Christopher Bliss

Financial Advisor
Institutional

John Bond, CFA

Equity Research Analyst
NextGen Venture Partners

Callum Booker

Associate, NextGen Venture Partners
Private Client

Douglas Borg

Strategic Advisor
Messaging

Steven Borsje

Co-Head of Messaging
Private Client

Eddie Bradley

Portfolio Analyst
Institutional

Rupert Brandt, CFA

Portfolio Manager

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  • Austin

    "We are proud to introduce Brown Advisory to the city of Austin and all the excitement the city brings to the world of innovation."

    - Ian McAbeer, Portfolio Manager

  • Baltimore

    "As the firm continues to grow, we all strive to maintain our heritage, culture and the close connection to the communities in which we work and live."

    - Jack Cavanaugh, Head of Baltimore Private Client

  • Boston

    "We understand that all client needs are unique and the first step in providing a first-class experience is to listen carefully, intently and thoughtfully." 

    - Dune Thorne, Head of Client Experience

  • Carolinas

    "We look across the Carolinas to deliver first-class performance, thoughtful advice and first-class service to a variety of individuals and families from our office in the triangle."

    - Stuart Dorsett, Strategic Advisor

  • Delaware

    "Centrally located, the Delaware office proudly serves long-standing business leaders and community stewards up and down the east coast."

    - Porter Schutt, Portfolio Manager

  • London

    "With a full set of investment solutions, Brown Advisory is perfectly suited to deliver global equity strategies to the U.K., Europe and beyond." 

    - Logie Fitzwilliams, Head of International Business

  • New York

    "Brown Advisory strives to be thoughtful through efforts to provide our clients with both investment returns and a personalized client experience."

    - Sid Ahl, Chief Investment Officer of Investment Solutions Group

  • Washington D.C.

    "With a strategic plan and a focus on the long-term, we can help provide stability to weather volatile markets, realize your life goals and find investment success." 

    - Brien White, Portfolio Manager