Shawn is a portfolio analyst at Brown Advisory. He works with the portfolio management team to manage balanced accounts for institutional and private clients, as well as endowments and foundations. He collaborates with clients to understand their investment objectives, construct investment policy statements and build customized portfolios across the liquidity and complexity spectrum. Before joining the firm, Shawn worked in corporate strategy and risk management at Wells Fargo & Co. Prior to this role, he was a financial institutions outreach associate at the Federal Reserve Bank of Philadelphia.
Education
- The London School of Economics and Political Science, Undergraduate Certificate, International Business
- Universidad de Belgrano, Undergraduate Certificate, International Business
- University of Delaware, BS, International Business
- University of Delaware, MBA, Finance
Community Involvement
- Former Junior Board Member, ChristianaCare
- Former Member, Donor Engagement Committee, Serviam Girls Academy
- Advisor, Finance & Investment Committee, Delaware Museum of Nature & Science
- Board Member, Fundraising & Sponsorship Committee Chair, Little All-American Football Association (LAFA)
- Junior Board Member, Gesu School
- Alumni Member, Lerner Diversity Council
- Board Member and Head of Investment Committee, Lincoln University Foundation of Pennsylvania
- Member, Philadelphia Chapter, National Association of Securities Professionals