In response to the impact of the CrowdStrike incident, we are keeping a careful eye on our information security posture and the ability of third-party custodians, banks, vendors and other outside parties to function. Brown Advisory’s major systems are operating and ready to serve our clients.

 Please be alert to impersonation fraud. Click here to learn more   

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® charterholder and a graduate of the University of Exeter.


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


  • CFA®
  • Investment Management Certificate (IMC)

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