Brown Advisory Hires Strategic Advisor in Delaware

News Summary

Centreville, DE — Brown Advisory, a global, private and independent investment management and strategic advisory firm, is pleased to announce that Elizabeth Vannote has joined as a strategic advisor in its Delaware office.

Ms. Vannote most recently served as vice president and senior fiduciary officer at J.P. Morgan Trust Company of Delaware. In this role, she advised clients on wealth transfer planning and other complex matters, including management of family disputes, next-generation education, tax-optimization transactions, intrafamily loans, trust modification, administration of charitable trusts and foundations, asset protection, and planning for liquidity events. Ms. Vannote also served as a resource to the trust officers on resolution of complex fiduciary and client service issues, and advised the trust company on tactical and strategic changes to business processes and procedures.

Prior to her role at J.P. Morgan Trust Company of Delaware, Ms. Vannote served as a trust legal director at UBS Trust Company. In this role, she was a liaison to outside counsel, corporate counsel, clients and advisors regarding the resolution of complex fiduciary, administrative and legal issues, with an emphasis on employing Delaware trust law mechanisms.

Ms. Vannote holds a B.A. from the University of Pennsylvania and a J.D. from Boston University School of Law.

As a strategic advisor at Brown Advisory, Ms. Vannote will advise clients on various estate planning and wealth management matters, and provide subject matter expertise with respect to Delaware trust planning and administration.

“Lizzie is a well-respected industry professional. Her knowledge and experience advising clients on various estate planning and wealth management matters is—and will be—a great asset to our community of advisors,” said Porter Schutt, a partner in the private client business and head of the Delaware office.

The addition of Ms. Vannote continues to demonstrate the firm’s commitment to identifying creative solutions to organize its clients’ complex financial and personal lives. Brown Advisory has a long tradition of providing support and advice to successful families and leading family offices. The firm believes that Ms. Vannote will contribute invaluable leadership, investment and strategic advice to its clients.

 

About Brown Advisory

Brown Advisory is an independent investment management and strategic advisory firm committed to providing its clients with a combination of first-class investment performance, strategic advice and the highest level of service. The firm has offices in Austin, Baltimore, Boston, the Carolinas, Delaware, London, New York, Singapore, Virginia and Washington, D.C.

The firm serves individuals, families, endowments, foundations and other institutions, and is responsible for over $86 billion in client assets as of June 30, 2020. The firm’s colleague equity ownership, experienced investment professionals and client-first culture help to make a material difference in the lives of its clients. For more information, please visit: https://www.brownadvisory.com/us/home

 

Media Contact

Stephanie Dressler
Dukas Linden Public Relations    
+1 (646) 808-3701
[email protected]
Richard Gamper
Head of Brown Advisory Messaging
+1 (410) 537-5560
[email protected]

 

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