Jim is a portfolio manager at Brown Advisory focusing on institutional clients. He also provides specialized municipal finance advice to clients and has over 30 years of investment experience. Jim co-founded Cavanaugh Capital Management (CCM), where he served as the president and chief investment officer for 20 years prior to its merger with Brown Advisory in 2010. Prior to CCM, Jim was a portfolio manager for USF&G and related insurance companies.

Education

  • Loyola University Maryland, MBA 
  • Loyola University Maryland, BA 

Community Involvement

  • Member: CFA Institute, Baltimore CFA Society, Municipal Bond Club of Maryland
  • Investment Committee, Catholic Family Foundation
  • Finance Committee, Carmelite Sisters of Baltimore
  • Former Treasurer and Chair of the Finance Committee, Sisters Academy of Baltimore
  • Investment Advisor, Conference of Major Superiors of Men
  • Board Member, Mount Saint Agnes Theological Center for Women

Certifications

  • CFA®

Colleagues

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