Head Of New York Private Client
Current
Jun 2021 - Present
AeroLeads people directory · profile
Stephanie Mccormick Email & Phone Number
Partner | Portfolio Manager at Brown Advisory
at
Brown Advisory
2 work emails found
@brownadvisory.com
3 phones found area 410 and 800
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner | Portfolio Manager at Brown Advisory
Location
New York, United States
Who is Stephanie Mccormick? Overview
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Quick answer
Stephanie Mccormick is listed as Partner | Portfolio Manager at Brown Advisory at Brown Advisory, based in New York, United States. AeroLeads shows a work email signal at brownadvisory.com, phone signal with area code 410, 800, and a matched LinkedIn profile for Stephanie Mccormick.
Stephanie Mccormick previously worked as Head of New York Private Client at Brown Advisory and Portfolio Manager at Brown Advisory. Stephanie Mccormick holds Bs, Finance, General from University Of Delaware.
Company email context
Email format at Brown Advisory
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{first_initial}{last}@brownadvisory.com
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AeroLeads found 2 current-domain work email signals for Stephanie Mccormick. Compare company email patterns before reaching out.
Profile bio
About Stephanie Mccormick
Stephanie Mccormick is a Partner | Portfolio Manager at Brown Advisory at Brown Advisory. She possess expertise in portfolio management, asset allocation, wealth management, financial services, endowments and 17 more skills.
Listed skills include Portfolio Management, Asset Allocation, Wealth Management, Financial Services, and 18 others.
Current workplace
Stephanie Mccormick's current company
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5 roles · 38 years
Stephanie Mccormick work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Current
Jan 2014 - Present
Managing Director
Parkview Wealth Management
Spent 16 years working for the family office of a high net worth off-shore family. Portfolio Management - Responsible for bond selection and trading across US, European and Emerging Markets. Member of the Investment Committee. Evaluated external managers in all asset classes. Client Development - Prepared and delivered marketing and reporting presentations to clients. Responsible for expanding client relationships within multi-generational clients.
1997 - 2013
~16 yrs
Assistant Vice President, Private Banking
Ubs
Worked for Swiss Bank in Basel Switzerland.Private Banking representative at investment meetings with Brinson Partners (Institutional) and SBC Warburg (Trading Desk). Responsible for reporting the strategy from investment meetings to the team of Swiss Portfolio AdministratorsAnalyzed global bonds held in the private client portfolios – advising Portfolio Administrators to sell or hold bonds in portfolios
1996 - 1997
~1 yr
Associate
Jpmorgan Chase
Responsible for client service and analytical information for thirty-four fixed income accounts under management of senior portfolio managerJunior fixed income portfolio manager directly responsible for the investment decisions for twelve accounts Main contact within JPM for large and complex Private Banking relationship with direct contact with the client’s family office and the end client. Facilitated a high level of service including: performance attribution, asset allocation advice, analytical reports, systems support, and extensive quarterly presentations.Management Trainee - worked for JP Morgan Private Banking Operations in Delaware (1989-1992) Completed Operations Management Training Program in New York. Spent one year rotating through operations in Delaware - technology, cash management, bill paying, internal marketing
1989 - 1995
~6 yrs
1 education record
Stephanie Mccormick education
-
University Of Delaware
FAQ
Frequently asked questions about Stephanie Mccormick
Quick answers generated from the profile data available on this page.
What company does Stephanie Mccormick work for?
Stephanie Mccormick works for Brown Advisory.
What is Stephanie Mccormick's role at Brown Advisory?
Stephanie Mccormick is listed as Partner | Portfolio Manager at Brown Advisory at Brown Advisory.
What is Stephanie Mccormick's email address?
AeroLeads has found 2 work email signals at @brownadvisory.com for Stephanie Mccormick at Brown Advisory.
What is Stephanie Mccormick's phone number?
AeroLeads has found 3 phone signal(s) with area code 410, 800 for Stephanie Mccormick at Brown Advisory.
Where is Stephanie Mccormick based?
Stephanie Mccormick is based in New York, United States while working with Brown Advisory.
What companies has Stephanie Mccormick worked for?
Stephanie Mccormick has worked for Brown Advisory, Parkview Wealth Management, Ubs, and Jpmorgan Chase.
How can I contact Stephanie Mccormick?
You can use AeroLeads to view verified contact signals for Stephanie Mccormick at Brown Advisory, including work email, phone, and LinkedIn data when available.
What schools did Stephanie Mccormick attend?
Stephanie Mccormick holds Bs, Finance, General from University Of Delaware.
What skills is Stephanie Mccormick known for?
Stephanie Mccormick is listed with skills including Portfolio Management, Asset Allocation, Wealth Management, Financial Services, Endowments, Trading, Non Profit Volunteer, and Private Banking.
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