Jeff is an Associate Portfolio Manager at Brown Advisory’s New York City office. He works closely with the portfolio management team to construct and manage balanced portfolios for both families and institutional clients. Before joining the firm in March 2025, Jeff served as a Vice President – Financial Consultant at Charles Schwab, where he focused on managing investment portfolios for individuals and families.
Education
- University of South Carolina, BS, Finance
Certifications
- Chartered Financial Analyst (CFA®)