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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)

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