Charlie is a private client portfolio manager at Brown Advisory responsible for investing portfolios on behalf of individuals, families, family offices, endowments, and foundations. Throughout his time at Brown Advisory, Charlie has worked in both a supportive capacity as part of a larger investment team, as well as individually as the lead portfolio manager for client relationships. Prior to moving to Richmond, Charlie worked with Brown Advisory in Washington, DC. He is currently pursuing his MBA at UNC Kenan-Flagler Business School.
Certifications
- Chartered Alternative Investment Analyst (CAIA)
