Becky Cheney is a relationship manager with the U.S. intermediary sales and client service team. Her responsibilities include servicing and building relationships with financial intermediary partners. Becky joined the firm in 2014 as a performance analyst.

Craig is a partner, a member of the executive teams, head of the Boston office, and co-head of strategic advisory. He advises clients in structuring their estate plans, with particular focus in the area of sophisticated estate, gift and generation-skipping transfer tax planning. Craig routinely works with multi-generational families to implement their personal and financial goals in a tax-efficient manner that preserves wealth for future generations. Prior to Brown Advisory, Craig was an estate planning attorney with Goodwin Procter LLP.

Maggie is a private client relationship advisor at Brown Advisory. She serves as a trusted resource and thinking partner for clients and helps them translate their plans into concrete actions. She has more than 10 years of experience partnering with clients and focuses on multi-generational families, endowments, foundations and trust administration. Maggie also advises clients on their financial, estate and philanthropic plan, and provides comprehensive fiduciary administration for large and complex relationships.

J.R. Rodrigo is a portfolio manager at Brown Advisory. He is focusing specifically on asset allocation for balanced strategies and nonprofit clients. He is a graduate of the University of North Carolina at Chapel Hill, where he was a Morehead-Cain scholar.

John is a partner and equity research analyst at Brown Advisory. He focuses primarily on the software and service companies in the Technology sector.

Lucas is an associate portfolio manager in the Carolinas office responsible for implementing and managing investment programs for individuals, families, and institutions. Prior to joining Brown Advisory, Lucas attended Duke University where he was a member of the Investment Club and Duke Business Society, both selective organizations focused on finance and entrepreneurship.

Julie is a partner and serves as chief compliance officer and deputy general counsel. Before she joined the firm in 2014, she was senior director of advisory services at TRACE International, a consulting firm specializing in anti-corruption compliance. Prior to that, she was a corporate attorney with Willkie Farr & Gallagher in New York, specializing in mergers and acquisitions and securities offerings.