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

  • Board Member, Chase Brexton Health Services, Inc.
  • Board Member, Chesapeake Shakespeare Theatre, Inc.
  • National Advisory Council, Reynolda Museum of American Art

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