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   

Joe is a partner and serves as a portfolio manager within Brown Advisory’s private client group. He works with families and foundations to provide customized solutions to preserve and grow their investable assets in tandem with their investment objectives and constraints. Prior to joining the firm, Joe spent 5 years at Cambridge Associates as an analyst, initially focusing on private equity and real assets, and later expanding to the broad investment universe and serving endowments, foundations, pension funds and family offices alongside the investment consulting group.

Education

  • University of Maryland, College Park, BA

Certifications

  • CFA®

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. 

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