CDK Investment Management in New York City joins the firm, bringing hedge fund and alternative investment expertise. TouchPoint, Brown Advisory’s industry-leading client web portal is launched.
Photo caption: Sid Ahl, Chief Investment Officer of Investment Solutions Group and Head of the New York office; TouchPoint welcome screen
The Delaware Trust Company is chartered. The Wilmington, Delaware, and Chapel Hill, North Carolina, offices open.
Photo caption: Porter Schutt, Portfolio Manager and Head of the Delaware office, and Brien White, Portfolio Manager and Head of the Washington D.C. office
Cavanaugh Capital Management joins the firm, bolstering our fixed income expertise.
Photo caption: Jack Cavanaugh, Head of Baltimore Private Client
Winslow Management in Boston joins the firm, adding expertise in sustainability-driven investing.
Photo caption: Karina Funk, Co-Portfolio Manager of Large-Cap Sustainable Growth
Alex. Brown Investment Management brings Flexible Equity investment strategy. The London office opens. We host the first of our Navigating Our World (NOW) biennial client conferences.
Photo caption: Hutch Vernon, Co-Portfolio Manager of Flexible Equity; Logie Fitzwilliams, Head of International Business; and Quintin Ings-Chambers, Private Client Portfolio Manager
Beaty Haynes in Washington joins the firm, adding private client advisory and especially real estate investment expertise.
Photo caption: Terry Beaty, Portfolio Manager
The institutional business is launched.
Photo caption: Tim Hathaway, Head of US Institutional Business, and Nicole Nesbitt, Head of US Institutional Sales and Service
Brown Advisory recruits a talented team of client-focused financial advisors.
Photo caption: Darcy Carroll, Portfolio Manager, and Bill Peck, Portfolio Manager
The Washington, D.C., office opens.
Photo caption: The Washington office's main conference room
The private equity and mutual fund businesses are launched.
Photo caption: Mark Collins, Director of Private Equity