Joey is an associate within the strategic advisory group. He provides support as part of a collaborative client team that designs and implements customized solutions for a broad array of sophisticated individual, family, and trust portfolios in areas such as tax and estate planning, wealth preservation, and charitable giving. He joined Brown Advisory in February 2020. Previously, he spent over seven years at T. Rowe Price and has held numerous investment and regulatory compliance roles.
Education
- Bucknell University, BSBA, Business Administration/Management
- Loyola University Maryland, MS, Finance
- University of Baltimore School of Law, JD, Law
Community Involvement
- Board of Directors, Bucknell University Alumni Association
- Board of Directors, NAMI Metropolitan Baltimore