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Chris is a client advisor in the Chapel Hill office. He is responsible for strategic market development and raising firm visibility. At the same time, Chris is dedicated to providing the highest level of service to current and future clients. Prior to joining the firm, he work at The Nautical Group where he served as a business development research associate. Prior to this, Chris played professional golf on the PGA Tour and Korn Ferry Tour for 13 years.
Alex is a portfolio analyst at Brown Advisory. He helps manage balanced accounts for institutional and private clients. Prior to joining the firm, Alex worked as a senior associate at IHS Markit in a consulting-focused role for publicly traded companies, primarily in the Consumer Services sector.
Colleen is an executive assistant and office manager at Brown Advisory. She focuses on assisting the multi-strategy PM team in Chapel Hill, NC as well as the management of the Chapel Hill, NC office. Prior to Brown Advisory she worked at Danna-Gracey, a private medical malpractice insurance agency, in client service.
Jon is a portfolio manager in the firm’s North Carolina Office, and serves as the operating officer of the Carolinas. Over the last 20 years, Jon has managed multi-asset balanced portfolios for private clients, families, and endowments and foundations. Prior to joining Brown Advisory in 2016, Jon was a first vice president and family wealth advisor with the Jester Group, a family wealth director practice at Morgan Stanley in Chapel Hill, NC.
Monica is a principal with Brown Advisory and a private client relationship advisor in the Strategic Advisory group. She has over 25 years of industry experience and is responsible for multiple relationships for high net worth clients. Previously, Monica was with Alex Brown & Sons, Inc.
Stuart is a partner, co-head of strategic advisory, and head of the Carolinas office, and he serves as a strategic advisor for clients. He is based in Chapel Hill, NC. Prior to joining Brown Advisory, Stuart was a partner with Ward and Smith, P.A. in Raleigh, NC, where he served as the leader of the firm’s Trusts and Estates Law Practice Group. He is certified by the North Carolina State Bar as a specialist in estate planning and probate law, he is a Fellow of the American College of Trust and Estate Counsel, and he was recognized as 2013’s “Lawyer of the Year” by Best Lawyers.
JJ is a partner who leads Brown Advisory’s real estate efforts, including sourcing, underwriting and performing due diligence on private funds and direct investment opportunities. He is primarily responsible for management of the firm’s Real Estate Partners program, a series of discretionary vehicles offering clients diversified access to value-add, private real estate funds and direct investments. Additionally, JJ oversees the Brown Advisory’s existing real estate portfolio.
