Joe is a partner and strategic advisor at Brown Advisory. He provides estate, succession and fiduciary planning services to private clients, families and nonprofits. Prior to joining the firm, he was a senior vice president for Hawthorn, PNC Family Wealth where he worked with multigenerational families for more than 15 years.


  • Widener University-Delaware Campus, JD 
  • Mount Saint Mary’s University, BS 

Community Involvement

  • Director and Member, Baltimore Estate Planning Council
  • Member of the National Advisory Council, Reynolds Museum of American Art, Winston-Salem, NC
  • Development Committee Member and former Trustee, Saint Frances Academy, Baltimore, MD
  • Board of Directors and Development Committee Chair, Chesapeake Shakespeare Company
  • Director, Chase Brexton Health Care, Inc.


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