Sam serves as transaction management, pricing and reference data, and fee billing manager at Brown Advisory. He is responsible for corporate action processing, account reconciliation, management fee billing, as well as marketable security pricing and data across the Brown Advisory platform. Prior to joining the firm, Sam worked at Morgan Stanley as a corporate actions associate and 1919 Investment Counsel as an investment systems and operations analyst.
Education
- Loyola University Maryland, MBA
- St Mary's College of Maryland, BA