Kathryn L. McManus

Kathryn is a partner and serves as a private client relationship advisor in the Account Administration group. She has over 14 years of industry experience and is currently responsible for servicing multiple relationships including institutional and high net worth clients. Prior to joining Brown Advisory in July 2011, Kathryn was a vice president in the Asset Management group of FBR Capital Markets Corporation where her primary responsibilities included servicing institutional and high net worth clients through their proprietary hedge, private equity and venture capital funds.

Anne Bartlett

Anne serves as chief of staff to the CEO and as a private client relationship advisor. She has over 25 years of industry experience and was one of the firm's first few colleagues. She is responsible for several family office and foundation-focused relationships as well as high-net-worth individuals and families. Previously, Anne was with Alex. Brown, where she worked in its retail division and also on its corporate bond trading desk.

Derrick Leak

Derrick is a private client relationship advisor at Brown Advisory who leads a team of advisors, associates and analysts. He is responsible for managing relationships with high net worth individuals and families and also handling trust administration matters. Derrick has over 20 years of experience in the financial services industry. Prior to joining Brown Advisory, he was a senior advisor at Convergent Wealth Advisors, a senior director in the Financial Advisory Group of a sports agency and more recently a senior regulatory analyst at FINRA.

Jackie Kipke

Jackie is a private client relationship advisor at Brown Advisory and manages a team of administrators and multiple relationships for high net worth clients. Prior to joining Brown Advisory in 2003, she was an office manager with Alex. Brown's venture capital division. She began her career with Alex. Brown in 1985 as a sales assistant working with several partners until 1992.

Richard Thomason

Richard is a partner who is responsible for regulatory compliance for Brown Advisory’s international business. He joined Brown Advisory in March 2015 and has been working in financial regulation for over 20 years.

Prior to joining the firm, Richard was a director in the legal and compliance function at BlackRock, head of compliance for MGPA (prior to its acquisition by BlackRock), compliance officer at the Ingenious Group, senior manager at Deloitte and a regulator at the Financial Services Authority. 

Joseph Ferlise

Joe is a partner and strategic advisor at Brown Advisory. He provides estate, succession and fiduciary planning services to private clients, families and nonprofits. Prior to joining the firm, he was a senior vice president for Hawthorn, PNC Family Wealth where he worked with multigenerational families for more than 15 years.

Edward K. Dunn, III

Eddie is a partner and serves a strategic advisor. In this role, he provides strategic advice to a number of the firm’s private clients and balanced institutional clients. Prior to joining Brown Advisory, Eddie practiced law with the Baltimore law firm of Piper & Marbury.

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