Jose is a fiduciary oversight advisor at Brown Advisory. He is responsible for overseeing the firm’s monthly processes related to Brown Advisory’s fiduciary functions including the Trust Administrative Committee (TAC) and the Trust Investment Committee (TIC).

Education

  • University of Arkansas at Little Rock, BSBA (2010)
  • Georgetown University Certificate in Project Management (2014)

Certifications

  • CFA
  • PMP

Colleagues

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