Please be alert to impersonation fraud. 
Billy is a partner and portfolio manager in the firm's international private client and charity team. Billy started his career in Brown Advisory's Baltimore office working with U.S. private clients before moving to the U.K. to advise our international clients. Many of his clients are global in nature and have U.S. connections - including U.S. taxpayers resident in the U.K., U.K. families resident in the U.S., U.S. trusts with international beneficiaries, and offshore trusts with U.S. beneficiaries. He has been in the investment industry since 2011.
Billy achieved his BSc in Business Administration from Elon University (2010) with a concentration in Finance. He is a CFA Charterholder.
Education
- Elon University, BS, Business Administration/Management
Community Involvement
- GAIN - Girls Are Investors, Mentor
Certifications
- Chartered Financial Analyst (CFA®)
