Katherine is a municipal credit analyst at Brown Advisory. She is responsible for analyzing and monitoring tax-exempt municipal holdings for credit quality. Katherine previously worked as a public finance investment banking associate at Raymond James. Prior to that she was an analyst at Public Financial Management, a financial advisor to municipal issuers. She earned her BS at Duke University with a major in economics and minors in statistics and psychology.
Ty is a portfolio analyst with the Fixed Income team at Brown Advisory. He focuses on portfolio allocation and works with the Fixed Income portfolio management team to help manage the accounts of their private and institutional clients. Prior to his current role, Ty was a trade support analyst with the firm's Trade Management group. Before joining Brown Advisory, Ty worked at Morgan Stanley in their Fixed Income Client Service Group and prior to that he worked at T. Rowe Price's Retail Investment Service Area.
Tom is a credit analyst and member of the fixed income investment team. Prior to joining the firm, Tom worked in the restructuring advisory and investment banking groups at EY and Macquarie, where he represented official and ad hoc stakeholder groups in Chapter 11 as well as distressed companies and debtors exploring strategic alternatives from both operational and capital markets perspectives. Tom began his career at CypressTree Investment Management as an Investment Analyst specializing in leveraged loans.
Lyn is a credit analyst and member of the fixed income investment team. Prior to joining the firm she was a senior investment analyst with Fidelity & Guaranty Life Insurance helping to manage the company’s multi-billion dollar insurance portfolio.
Kelly is an institutional portfolio analyst with the Fixed Income team at Brown Advisory. She focuses on portfolio allocation and works with the Fixed Income portfolio management team to help manage the accounts of their private and institutional clients. Prior to her current role, Kelly was a business analyst for human resources at the firm. Kelly is currently pursuing a Master of Business Administration in Finance at Johns Hopkins University.
David is a member of the fixed income team at Brown Advisory. He joined the firm in June 2015 as a result of the partnership between Brown Advisory and Highmount Capital. David joined Highmount in October of 2008 to oversee the firm’s taxable and tax-exempt bond strategies, and was an actively involved in the firm’s investment decisions as a voting member of the Investment Policy Committee. Prior to Highmount, David served as a Principal and Director of Fixed Income at North American Management and was a Senior Vice President, Director of Fixed Income at Hale and Dorr Capital Management
James is a fixed income credit analyst at Brown Advisory in Boston. He joined the firm in June 2015 as a result of the partnership between Brown Advisory and Highmount Capital. James joined Highmount in March 2011, and was a Director of Fixed Income Management, performing research, trading, and portfolio management. Prior to Highmount, he spent time in a performance and attribution role in private funds at State Street Investment Analytics.
Tory is a member of the fixed income investment team and focuses on securitized products. Previously, she was a member of Brown Advisory’s U.S. Financial Intermediaries sales and client service team. Her primary responsibilities include analyzing the investment performance of asset-backed securities and the creditworthiness of the servicers of securitized obligations
John Henry is an associate portfolio manager and securitized products analyst. This includes mortgage bonds, asset-backed securities, commercial real estate and other collateralized bonds. Prior to joining Brown Advisory, he served as a quantitative analyst at Global Domain Partners and as an applied economics research associate under Professor Steve H. Hanke at Johns Hopkins University.
Amy is an associate portfolio manager of the Sustainable Core Fixed Income strategy and an ESG research analyst. She provides environmental, social and governance analysis across all our fixed income investments including corporate and municipal bonds, structured products and green labeled bonds across all sectors. She focuses most of her efforts on the firm’s Fixed Income Sustainability strategies and ESG integration across all investments. Prior to joining Brown Advisory she worked in Fixed Income client service at Morgan Stanley.