Sally Walker

Sally is a principal and tax director in Brown Advisory’s fiduciary and private client group, where she provides technical tax expertise and strategic guidance to advisors, families, family offices, and trustees. She advises on complex fiduciary and private client matters, bringing a perspective that considers tax alongside investment, structural, and broader wealth planning considerations.

Throughout her career, Sally has worked with families and investment professionals on complex individual, trust, partnership, corporate, and private foundation matters. Prior to joining Brown Advisory, she held senior tax roles at two single-family offices and at EJF Capital LLC. She also served as treasurer and cashier of a private trust company and as a member of its audit committee. Her experience includes evaluating financial products and investments, their suitability across different structures, and the resulting tax implications for entities, owners, and beneficiaries. Sally began her career at PricewaterhouseCoopers.

Sally earned a bachelor’s degree from the University of South Carolina, where she double-majored in investment finance and accounting, and a Master of Accountancy from the College of Charleston. She is a North Carolina Certified Public Accountant (CPA) and holds the Chartered Alternative Investment Analyst (CAIA) designation.