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.

Brian is a partner, a member of the Executive Team and serves as chief technology officer. Prior to joining Brown Advisory, Brian was most recently managing vice president of technology at Capital One Financial Corporation in McLean, VA, from 2011 until 2015. He was responsible for the operations and engineering of the company’s core technology platform services across all of Capital One business units, including Credit Card, Retail Bank, Commercial Bank, Home Loans, Auto Finance and Treasury Operations.