Charlie Grossmann | Brown Advisory

Charlie is a portfolio analyst at Brown Advisory, where he works closely with portfolio managers on investment implementation, portfolio analysis, and account management. Prior to joining the firm in 2026, he was a registered client associate at Citizens Private Wealth in San Francisco.

Education

University of Colorado, BA, Psychology
University of Colorado Boulder - Leeds School of Business, MS, Finance

Please be alert to impersonation fraud.

Bad actors are impersonating our colleagues, and people across the financial services industry, on WhatsApp and other messaging platforms. We do not solicit business through these means.

Learn more Report an incident