Brown Advisory Names Lisi Bailliere Dean Head of San Francisco Office

San Francisco - August 5, 2026 - Brown Advisory today announced that Lisi Bailliere Dean has been appointed Head of its San Francisco office. 

A Partner and Portfolio Manager in the firm's Private Client, Endowments and Foundations business, Dean will continue advising clients while leading the firm's San Francisco office and supporting the firm's continued growth and engagement across California.

"The Bay Area is an important market for Brown Advisory where innovation, entrepreneurship, philanthropy and long-term investing come together," said Dean. "I am honored to lead our San Francisco office and to work alongside colleagues who are committed to helping private and institutional clients across California navigate increasingly complex investment decisions with thoughtful advice and a long-term perspective." 

Brown Advisory's San Francisco office, located in the Presidio, serves as an important hub for the firm's work with individuals, families, foundations, endowments and institutional investors across California. The office also plays a key role in connecting the firm to the region's investment, nonprofit and innovation communities.

"Lisi is a highly respected leader whose investment expertise, business-building capabilities and commitment to clients have made a meaningful impact on our firm and the Bay Area market," said Charlie Constable, Head of US Private Client, Endowments and Foundations at Brown Advisory. "She has earned the trust of clients and colleagues alike through her judgment, collaborative leadership style and dedication to helping others succeed. We are excited to have her lead our San Francisco office as we continue to expand our presence and deepen our relationships across California."

About Brown Advisory

Brown Advisory is an independent investment management and strategic advisory firm focused on providing clients with investment performance, strategic advice and a high level of service. The firm has been private and independent since 1998. Today, Brown Advisory has more than 1,000 colleagues, each with an equity interest, serving private and institutional clients in around 50 countries from 20 offices globally, including San Francisco and Del Mar. As of June 30, 2026, the firm was responsible for approximately $188.4 billion in assets for private and institutional clients and charities.

About Lisi Bailliere Dean

Lisi Bailliere Dean is a Partner and Portfolio Manager in Brown Advisory's Private Client, Endowments and Foundations business. Prior to joining Brown Advisory, she was a Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services and previously held institutional equity sales roles at Merrill Lynch and Alex. Brown. Dean holds a BA from Harvard University and an MBA from Northwestern University's Kellogg School of Management and is active in the Bay Area community through her involvement with ARCS Foundation Northern California, the Episcopal Impact Fund, the San Francisco Foundation and the USA Lacrosse Foundation.