James is a portfolio analyst within the firm’s international private client and charity team. James joined Brown Advisory in 2022 after spending four years at Union Bancaire Privée (UBP) working in the bespoke discretionary portfolio management team. James is a CFA® Program participant, CFA Institute, having completed Level 2 in 2022 and is currently a candidate to sit the Level 3 exam in February 2024.


  • University of Exeter, 2:1 in Economics, BSc (Hons)


  • IMC holder


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