In response to the impact of the CrowdStrike incident, we are keeping a careful eye on our information security posture and the ability of third-party custodians, banks, vendors and other outside parties to function. Brown Advisory’s major systems are operating and ready to serve our clients.

Joe is a partner and portfolio manager in the New York office. He has spent the last 35 years advising families, private investors, endowments and foundations. Prior to joining Brown Advisory, Joe spent 20 years with JP Morgan, first in New York, and then he and his team opened the Philadelphia office, building it to a $25 billion AUM business. Joe also spent 12 years as a merger and acquisition advisor to closely held businesses, primarily as a member of the corporate finance team at Brown Brothers Harriman & Co. Joe started his career in public accounting with Arthur Andersen.

Education

  • Penn State University, BS (1981), MBA (1984)

Community Involvement

  • Board member: The Adam R. Spector Foundation
  • Member, Investment Committee, Kimmel Center for the Performing Arts/Philadelphia Orchestra
  • Professional Advisors Council, The Barnes Foundation

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