Experienced investment professional helping US and UK individuals and families construct portfolios and grow their wealth in order to meet their long term goals. Expertise in working with U.S. expats living in the U.K. and a deep understanding of the intricacies of investing, tax and estate planning for multi-jurisdictional individuals and families.Brown Advisory is a private global investment firm. Our mission is to make a material and positive difference for our clients by delivering a combination of first-class investment performance, strategic advice, and the highest level of service.Brown Advisory has been a private firm since its founding in 1993. Every colleague owns equity in the firm and our colleagues own approximately 70% of the firm. The remaining 30% is owned by a select group of outside shareholders who provide insight, perspective and stability. All owners are aligned in the desire to build a firm that puts clients above all else.We have offices in London, New York, Boston, Baltimore, Washington D.C., Wilmington, Carolinas, Virginia, San Francisco, Austin, and Singapore.
Listed skills include Investments, Financial Analysis, Portfolio Management, Microsoft Excel, and 13 others.