Dave is a partner, a member of the Executive Team and serves as chief financial officer and chief operating officer. With a focus on building world-class teams and a strong organizational culture, Dave’s leadership extends into the community, where he serves on several nonprofit boards. Serving in various financial and operations leadership roles throughout his career, he thrives in growing entrepreneurial enterprises. His experience in finance, management and operations comes together at Brown Advisory where he oversees all non-investment areas.
Cole is a senior financial planning and analysis analyst at Brown Advisory and serves as a finance business partner to the firm’s institutional business. Prior to joining Brown Advisory, Cole worked within financial planning and analysis for Stanley Black & Decker, Exact Sciences and Integra LifeSciences.
Erin is a fixed income data analytics and research analyst at Brown Advisory. She is responsible for applying statistical and data analyses in support of our fixed income strategies.
Cassandra is a relationship advisor with Brown Advisory's Endowments and Foundations team. Before joining the firm, Cassandra served as the Director of Programs at the Baltimore Civic Fund, a mayoral fund and fiscal sponsor for Baltimore City that connects public/private opportunities to benefit residents. Prior to that, for more than a decade Cassandra managed strategic planning, fund development, and communications for nonprofits in Baltimore and Hartford, Connecticut that increased access and opportunity for youth and adults.
Yun is an investigative analyst at Brown Advisory. She is responsible for conducting research and providing analysis on various topics and companies that help inform the investment process. Prior to joining the firm, Yun served as a Staff Sergeant in the U.S Air Force.
Tim is a private client relationship associate at Brown Advisory. He is responsible for managing relationships with high-net-worth individuals and families. Prior to joining the firm, Tim worked as an Associate Client Relationship Manager at Maller Wealth Advisors.
Jennifer is a Business Product Manager at Brown Advisory. She is responsible for overseeing and supporting all systems and projects for the Accounting & Finance team. Prior to this role, she was a Senior Fiduciary Tax Accountant, supporting the tax compliance and planning objectives for the Firm's Fiduciary clients. Prior to joining Brown Advisory, Jennifer was a Senior Tax Accountant at RSM US, LLP, where she focused primarily on Private Equity and Private Clients.
Neil is a the manager of private client systems at Brown Advisory. He is responsible for managing and serving as the technical lead for enterprise projects for the Firm. Neil has served in several other roles throughout the Technology team at Brown Advisory since joining the firm in 2013.
