Charlie is an associate portfolio manager at Brown Advisory and is responsible for investing portfolios on behalf of individuals, families, family offices, endowments, and foundations. Charlie works in both a supportive capacity as part of a larger investment team, as well as the lead portfolio manager for client relationships. Prior to moving to Richmond, Charlie worked with Brown Advisory in Washington, DC in investment and client service roles. He is currently pursuing his MBA at UNC Kenan-Flagler Business School.
- Chartered Alternative Investment Analyst (CAIA)