Bill is a partner and senior client advisor at Brown Advisory, working with a number of clients on asset allocation and other investment and strategic matters. For 20 years, he authored the firm’s investment letter, Investment Perspectives. Prior to joining the firm in 1999, Bill spent 30 years at Alex. Brown, primarily in equity research, having served as director of research from 1979 through 1992. He was also chairman of the firm’s Investment Committee.


  • University of Pennsylvania Wharton School, M.B.A. (honors --Beta Gamma Sigma)
  • Princeton University, A.B. 

Community Involvement

  • Board Chair, Adirondack Land Trust
  • Board Member, Ausable Club Preservation Foundation
  • Lifetime Trustee, Gilman School
  • Trustee Emeritus, The Walters Art Museum
  • Investment Committee Member, Sheppard Pratt


  • CFA®


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