Billy is a partner and portfolio manager in the firm’s international private client and charity team. He has over nine years of investment industry experience. Billy started his career in Brown Advisory’s Baltimore office working with U.S. private clients before moving to the U.K. to advise our international clients. Many of his clients have a U.S. connection—including U.S. taxpayers resident in the U.K., and U.K. taxpayers resident in the U.S.
Billy achieved his BSc in Business Administration from Elon University (2010) with a concentration in Finance. He is a CFA Charterholder.
Community Involvement
- Board Member, Treasurer, Village Learning Place
Certifications
- CFA®
