Since our founding in 1993 as an investment management firm within Alex. Brown & Sons, we have asked ourselves:

What do we need to do to be relevant to clients five, 10 and 20 years in the future? This is a difficult question to answer in a dynamic, fast-changing world. That said, we have a history of focusing on future client needs by making multiyear investments in our business to grow the resources and expertise we can bring to bear for clients.

Over 25 Years of Building Expertise

  • 1993

    Brown Advisory is founded within Alex. Brown & Sons with the mission to provide clients first-class performance, strategic advice and the highest level of service.

    Photo caption: The original Alex. Brown & Sons Building in Baltimore, Maryland

  • 1998

    Brown Advisory becomes an independent, employee-owned firm.

    Photo caption: Doug Godine, Head of Private Client Business Development; Michael D. Hankin, President and CEO; Anne Bartlett, Private Client Relationship Advisor

  • 1999

    The private equity and mutual fund businesses are launched.

    Photo caption: Mark Collins, Director of Private Equity

  • 2001

    The Washington, D.C., office opens.

    Photo caption: The Washington office's main conference room

  • 2002

    Brown Advisory recruits a talented team of client-focused financial advisors.

    Photo caption: Darcy Carroll, Portfolio Manager, and Bill Peck, Portfolio Manager

  • 2003

    The institutional business is launched.

    Photo caption: Charlie Constable, Head of Private Client, and Topher Fearey, Head of U.S. Institutional Business Development

  • 2007

    Beaty Haynes in Washington joins the firm, adding private client advisory and especially real estate investment expertise.

    Photo caption: Terry Beaty, Portfolio Manager

  • 2008

    Alex. Brown Investment Management brings Flexible Equity investment strategy. The London office opens. We host the first of our Navigating Our World (NOW) biennial client conferences.

    Photo caption: Hutch Vernon, Co-Portfolio Manager of Flexible Equity; Logie Fitzwilliams, Head of International Business; and Quintin Ings-Chambers, Private Client Portfolio Manager

  • 2009

    Winslow Management in Boston joins the firm, adding expertise in sustainability-driven investing.

    Photo caption: Karina Funk, Co-Portfolio Manager of Large-Cap Sustainable Growth

  • 2010

    Cavanaugh Capital Management joins the firm, bolstering our fixed income expertise.

    Photo caption: Jack Cavanaugh, Head of Baltimore Private Client

  • 2011

    The Delaware Trust Company is chartered. The Wilmington, Delaware, and Chapel Hill, North Carolina, offices open.

    Photo caption: Porter Schutt, Portfolio Manager and Head of the Delaware office, and Brien White, Portfolio Manager and Head of the Washington D.C. office

  • 2012

    CDK Investment Management in New York City joins the firm, bringing hedge fund and alternative investment expertise. TouchPoint, Brown Advisory’s industry-leading client web portal is launched.

    Photo caption: Sid Ahl, Chief Investment Officer of Investment Solutions Group and Head of the New York office; TouchPoint welcome screen

  • 2015

    Highmount Capital in New York and Boston joins the firm, expanding our ability to better serve clients.

    Photo caption: Steven Hoch, Senior Advisor, and Maarten van Hengel, Senior Advisor, meet with Chris Bartlett, Head of Private Client

  • 2016

    Blackhaw Wealth Management and other area professionals join the firm to form the new Austin team, improving our ability to better serve clients both in Texas and around the world.

  • 2018
    Brown Advisory joins forces with the network-driven venture capital firm, NextGen Venture Partners, as a means to bring their national network together to make more informed and successful venture capital investments on behalf of clients. Meritage Capital also combined with Brown Advisory, growing the Austin team by nine colleagues and expanding the capabilities and providing additional benefits to clients.
Building Diversification

"Today, we have clients in all 50 states and more than 37 countries and territories. Our clients are well diversified and include single-strategy as well as balanced-account assignments for private clients, endowments, foundations and retirement plans among others. We have a U.S.-based family of mutual funds and a Dublin-based UCITS-fund structure, as well as hedged strategies and private equity funds, both onshore and offshore."

- Michael D. Hankin, President and CEO

The Importance of Growth

We seek to grow steadily over time in order to provide the resources to better serve our clients, including a broader range of investment capabilities, a larger research team and new technology to enhance our services. To attract and retain the best people over time, we need to be a growing firm with expanding opportunities for our employees.