Sarah is the director of client engagement for endowments and foundations. In addition to working directly with clients every day, Sarah collaborates with teams across the firm to cultivate a superior client experience for endowment and foundation clients. With over 18 years of experience managing client relationships and serving as an operational leader, Sarah is known for her passionate dedication to helping our clients meet their goals and a keen focus on building efficient and scalable operations.

Ian is a partner and portfolio manager based in Austin. He joined the firm in September 2016 as a result of the combination between Brown Advisory and Blackhaw Wealth Management. Ian founded Blackhaw Wealth Management in 2009 and oversaw the firm’s research and investment activities including strategic wealth planning, portfolio management, risk management, and performance reporting.

Jon is a portfolio manager in the firm’s North Carolina Office, and serves as the operating officer of the Carolinas. Over the last 20 years, Jon has managed multi-asset balanced portfolios for private clients, families, and endowments and foundations. Prior to joining Brown Advisory in 2016, Jon was a first vice president and family wealth advisor with the Jester Group, a family wealth director practice at Morgan Stanley in Chapel Hill, NC.

James is a partner and portfolio manager within the firm’s international private client and charity team. James joined in July 2016, coming to Brown Advisory with over ten years of experience in managing the investments of ultra-high net worth clients.  Prior to joining Brown Advisory, James was at Citi Private Bank, where he spent six years advising clients on the opportunities and complexities surrounding international investing. Before that James was at UBS Wealth Management and started his career at Barclays Capital.

Will is a private client portfolio manager at Brown Advisory. He works with the portfolio management team to manage balanced accounts for institutional and private clients. Will earned his undergraduate degree from the University of Virginia majoring in Economics and History.