Billy is a private client relationship analyst at Brown Advisory. Billy specializes in setting-up special assets and management of asset transfers. He also work as his team’s charitable giving facilitator as he is responsible for execution of all charitable giving for our families. Billy also coordinates all timely tax payments for clients on a quarterly basis. Prior to his role in Private Client, Billy worked as a asset transfers and gifting team lead in the operations group. Before joining the firm in 2014, he worked at M&T Bank in Phoenix, Maryland.

Education

  • Randolph-Macon College, BA (2013)

Community Involvement

  • Volunteer, Beans and Bread
  • Volunteer, United Way of Central Maryland

Colleagues

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