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David Stepherson, Cfa is listed as Portfolio Manager at Brown Advisory, a company with 739 employees, based in Chevy Chase, Maryland, United States. AeroLeads shows a matched LinkedIn profile for David Stepherson, Cfa.
David Stepherson, Cfa previously worked as Chief Investment Officer/Portfolio Manager at Hardesty Capital Managemen and Portfolio Manager at Mercantile Safe Deposit & Trst. David Stepherson, Cfa studied at The University Of Texas At Austin.
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As a Portfolio Manager at Brown Advisory, my primary responsibilities include building and managing balanced, diversified portfolios that attempt to meet client investment objectives while staying within their established tolerance for risk. We accomplish this through a well-researched combination of public and private investments that can include both internal and external managers.My family lives in Dayton, Maryland in western Howard County. We enjoy skiing, tennis, cycling and the spending time at the beach.
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Washington DC-Baltimore Area
I joined Brown Advisory's Washington, DC office in 2015 as a Portfolio Manager. At Brown Advisory, we provide our clients with a team approach that strives to provide outstanding performance, advice and service. We build and manage diversified, balanced portfolios for our clients with the primary objective in mind to help them achieve their goals within.
Baltimore, Maryland, United States
I joined Hardesty Capital Management (now Tufton Capital Management), as a Portfolio Manager after about ten years at Mercantile Safe Deposit & Trust Company (now PNC). I became a partner/minority owner about halfway through my sixteen years at the firm. Shortly thereafter, I became the firm's Chief Investment Officer overseeing the internal research.
Baltimore, Maryland, United States
I began my career at Mercantile in their operations department entering trades. From there, I transferred to the trust department to become a Portfolio Assistant. During this time, I acquired my CFA charter and became a Portfolio Manager. I left Mercantile to join Hardesty Capital Management in 1999.
Other employees you can reach at brownadvisory.com. View company contacts for 739 employees →
Eben Finney Iii
Colleague at Brown Advisory
Baltimore, Maryland, United States, United States
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Alexa Model
Colleague at Brown Advisory
New York, New York, United States, United States
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Ah'Riaunna Austin
Colleague at Brown Advisory
Hyattsville, Maryland, United States, United States
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Nina K. Yudell
Colleague at Brown Advisory
Columbia, Maryland, United States, United States
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L. Christopher Noland
Colleague at Brown Advisory
Norfolk, Virginia, United States, United States
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Michael Poling
Colleague at Brown Advisory
Towson, Maryland, United States, United States
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Tristan Pachorek
Colleague at Brown Advisory
Austin, Texas, United States, United States
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Steven Ricklefs
Colleague at Brown Advisory
Baltimore, Maryland, United States, United States
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Christian Hall
Colleague at Brown Advisory
Baltimore, Maryland, United States, United States
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JI
Jim Iacoi Jr., J.D.
Colleague at Brown Advisory
Boston, Massachusetts, United States, United States
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Quick answers generated from the profile data available on this page.
David Stepherson, Cfa works for Brown Advisory.
David Stepherson, Cfa is listed as Portfolio Manager at Brown Advisory.
David Stepherson, Cfa is based in Chevy Chase, Maryland, United States while working with Brown Advisory.
David Stepherson, Cfa has worked for Brown Advisory, Hardesty Capital Managemen, and Mercantile Safe Deposit & Trst.
David Stepherson, Cfa's colleagues at Brown Advisory include Eben Finney Iii, Alexa Model, Ah'Riaunna Austin, Nina K. Yudell, and L. Christopher Noland.
You can use AeroLeads to view verified contact signals for David Stepherson, Cfa at Brown Advisory, including work email, phone, and LinkedIn data when available.
David Stepherson, Cfa studied at The University Of Texas At Austin.
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