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.

We construct balanced portfolios for individuals, families, endowments, foundations, nonprofits, institutions, consultants, financial intermediaries and other investment professionals depending on their unique needs. 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.

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.

Step Forward

Help us to raise the future for our clients.


 

 

 

Seek Purpose

Without a doubt, our most valuable asset is our people. Our colleagues think, create and perform to deliver a differentiated and successful experience for our clients. Join one of our growing teams in Austin, Baltimore, Boston, the Carolinas, Delaware, London, New York or Washington, D.C. to help us raise the future. Explore opportunities and more below.

View All Current Opportunities

I am...

Who We Are

Talent Ambition Inclusion

Talent

Stephan Capriles

Messaging Specialist

Messaging Team

2017 Colleague of the Year

“Stephan is always on his A+++ game with regards to teamwork, helpfulness and passion to be part of a successful Brown Advisory team—all the while, presenting it with a genuine and enthusiastic smile.”

Priyanka Agnihotri

Equity Research Analyst

Global Equity Team

 

"After completing my MBA at Columbia Business School, I knew I wanted to work in investment management. I was looking to join a firm where I could build my career, with a culture that resonates with my own core values. In Brown Advisory, I found the perfect fit—a firm that has a long-term growth mindset and is focused on getting better every day."

Megan Gilason

Senior Learning and Development Advisor

Human Resources Team

 

“Brown Advisory is a place where I can be successful not just as a colleague, but as a whole person. The mentoring and training programs support my personal development, while the smart work programs support my ability to care for my family."

Avery Johnson

Data Control Associate

Technology Team

 

“I got involved with YouthWorks right out of high school as a way to jump-start my job experience and eventually start my career. I never expected to be interviewing in the technology field at a place like Brown Advisory, but now I can’t imagine working anywhere else."

 

Ambition

Left to right: Steph Grossman, Client On-Boarding Manager; Amy Seto, Strategic Operations Director; Matt McKenna, Web Developer 

“We always look for ambition. To support our dynamic and evolving firm, we must resist the temptation to teach strictly to a process or result. As a team, we succeed when our colleagues are solving problems and thinking critically for the organization. Ambition is where we find the desire to both learn and coach that creates solutions that help deliver a tremendous experience for clients and colleagues.” 

— Amy Seto​, Strategic Operations Director

Inclusion

Our culture flourishes as we create new inputs, elevate diverse voices and viewpoints, and ensures that our business practices are as inclusive as they can be.

“We believe it is critical to approach diversity and inclusion in a genuine and authentic way. Our goal is to embrace a diverse culture that is open, respectful and comfortable for everyone, and we fully expect that our colleagues, clients, board members and communities will hold us accountable.”

— Keith Stone, Private Equity Analyst

What We Do


LEGAL & COMPLIANCE

Ensures that our policies and procedures are compliant with federal regulations.


CLIENT SERVICE

Acts as the front lines of our unparalleled client experience.


INVESTMENT

Provides clients with world-class investment performance, advice, and service.


STRATEGIC ADVISORY

Advises our clients as they confront complex challenges throughout their lives.


CLIENT OPERATIONS

Supports client teams with accuracy and efficiency in addressing client requests. 


ACCOUNTING & FINANCE

Maintains operational excellence and keeps decision-making in line with long-term financial goals.


HUMAN RESOURCES

Recruits the firm's world-class talent and provides the benefits and resources to aid the growth of our colleagues.


BUSINESS DEVELOPMENT

Generates leads and develops relationships to widen the firm's network and expertise, and ultimately grows the business.


MESSAGING

Tells the Brown Advisory story. The voice, feeling and ultimately the client experience of our brand begin here.


TECHNOLOGY

Aims to enhance the colleague and client experience with cutting-edge systems and solutions.  

Living Our Purpose

Our 550+ colleagues serve in more than 700 nonprofit and community organizations around the globe. To build a client-focused firm, we feel that we need to attract professionals who embody our value of serving others. As a firm, we take particular pride in our corporate social responsibility and are humbled by our colleagues’ involvement and passion for their communities. 

 

Community Involvement


 

Learn More about the Nonprofits We Support

Healthy Harbor Initiative


 

Learn More About the Initiative

What We Offer

Culture

Truly inspiring firms—the game changers, the industry leaders and the disruptors—have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. 

Benefits

We are committed to supporting our colleagues in all aspects of their lives which is why we offer a wide range of benefits including:

  • Health care and insurance plans
  • Retirement savings plans
  • Wellness programs
  • Employee assistance programs
  • Maternal and paternal paid leave
  • Family care
  • International benefits
  • Work/life balance programs

Growth

We view career development and colleagues’ ability to navigate the firm and build their own career path as a valuable retention tool. We challenge colleagues to work across functional groups and in different locations of the firm to grow their skills, knowledge, and abilities in service of our clients. Available resources include:

  • Learning and development team
  • Mentorship program
  • Cultural rotation program
  • Tuition reimbursement

Equal Employment Opportunities

Brown Advisory provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.