Please fill out the form for more information or to start a conversation about becoming a client.
William is a private client relationship associate at Brown Advisory. He is responsible for supporting the Private Client team based out of Delaware. Prior to joining the firm, William graduated from the University of Delaware studying Finance, Economics, and Trust Management.
Joe is a Senior Reporting & Business Intelligence Analyst at Brown Advisory. Joe works with multiple private client teams at the firm building monthly, quarterly and ad hoc client reporting materials. He started with Brown Advisory upon graduating from West Chester University in 2018.
Drew is a fiduciary analyst at Brown Advisory. Prior to joining the Firm, Drew worked as a trust admin at CSC - Delaware Trust and was responsible for distributions, fee collections, new account set-up/ review, and daily recon reporting.
Christina is an Office Coordinator at our Delaware office of Brown Advisory. She is responsible for event planning and office management as well as offering administrative support. Prior to joining the firm, Christina was the event and catering manager for a fine dining restaurant.
Jonathan is a Cash Management Analyst at Brown Advisory. He is responsible for processing and managing client cash related transactions. Prior to joining the firm, Jonathan worked at J.P. Morgan as a trade support analyst supporting their wholesale lending team.
Sam is an associate portfolio manager at Brown Advisory. Sam works with the portfolio management team managing balanced accounts for institutional and private clients. Prior to this role, Sam worked on the operations team in Baltimore and the Client Service team in Delaware. Before joining the firm in in 2015, Sam worked as an analyst at Bloomberg.
Joann is a portfolio analyst at Brown Advisory. Joann works with the portfolio management team managing balanced accounts for institutional and private clients. Joann formerly worked as a principal and senior analyst in the investment industry at Constellation Energy and J.P. Morgan with a focus on portfolio management, financial planning and risk management.
Lizzie is a strategic advisor at Brown Advisory. She provides comprehensive, tailored advice to individuals, families and charitable organizations to help them achieve their financial, estate planning and philanthropic objectives. In addition, Lizzie serves as a resource to clients and advisors across the firm on the nuances of Delaware trust planning and administration. Prior to joining the firm, Lizzie worked at JP Morgan Trust Company of Delaware as the senior fiduciary officer where she advised clients on complex trust planning and administration.
Erin is a private client relationship advisor at Brown Advisory. She is responsible for managing relationships for high net worth clients in the Delaware office. Prior to joining the firm, Erin worked as Senior Registered Client Associate at Merrill Lynch for over 19 years.
Ben is an associate portfolio manager at Brown Advisory. He works with the portfolio management team, and is responsible for directing investments for institutional and private clients. Prior to joining the firm in 2018, Ben spent 8 years as a portfolio manager in JPMorgan and Morgan Stanley's private client groups.
