James is a senior portfolio analyst within the firm’s international private client and charity business. James has over 7 years of investment industry experience. James joined Brown Advisory in 2022 after
spending 4 years at Union Bancaire Privée (UBP) working in the bespoke discretionary portfolio
management team. James is a CFA® Charterholder. He earned his BSc (Hons) in economics from
the University of Exeter in 2018.
Education
- University of Exeter, BSc, Economics
Community Involvement
- Volunteer, Kew Gardens
Certifications
- Investment Management Certificate (IMC)