Eben Finney, III

Eben is a portfolio manager with over 40 years of banking and investment related experience. Prior to joining Brown Advisory in 1994, he spent 10 years with American Security Bank and later Security Trust Company as a portfolio/relationship manager in Washington D.C. and Baltimore. Prior to this he worked for Kidder Peabody, predominantly in the Washington D.C. office.

Theresa Kilcarr Balaran

Terri is a partner, private client portfolio manager, and member of the Sustainable Investing team in Brown Advisory’s Washington, DC office. With over 30 years’ of investment experience working in New York and Washington DC, Terri builds customized investment programs reflecting the long-term goals, needs and risk tolerance for clients – including individuals, families and small not-for-profits. Terri’s client base spans several major cities beyond Washington, DC including New York, Los Angeles and the Bay Area.

John Poulton

John is a partner and serves as a strategic advisor. Prior to joining Brown Advisory in 2001, he spent over 11 years in private law practice where he was a partner and co-chair of the tax department at Ober, Kaler, Grimes & Shriver. He currently works on various boards of directors for charitable institutions in the Baltimore area, including Charm City Lacrosse and St. Martin’s-in-the-Field Episcopal Church, and is legal counsel and an ex-officio board member of U.S. Lacrosse Foundation.

Alice S. Paik

Alice is a partner, a member of the Executive Team and serves as chief strategic advisory officer. In this role, she works with clients as a strategic advisor, providing advice to families, family offices and institutions, while also serving as a thought leader in strategic advisory research, publications and market development. Prior to joining the firm, she worked as an advisor in the Wealth Management Group at Bernstein Global Wealth Management in Washington and in the private bank of J.P. Morgan.

Sandra Moffet

Sandi is a partner, a member of the Executive Team, co-head of strategic advisory, and serves as a strategic advisor for clients. Sandi leads the team of strategic advisors across the firm’s Private Client, Endowment & Foundation platform. In her role with clients, she provides advice to individuals, families and institutions on matters such as tax and estate planning, wealth preservation and charitable planning. Throughout her career, she has focused on multigenerational families and the integration of the next generation into the wealth transfer process.

Michael Poggi, CFA

Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy. He joined Brown Advisory in 2003 as an equity research analyst and has covered multiple sectors and industries with a primary focus on value companies across the market cap spectrum. For the past 13 years, Mike has also been dedicated to the Small-Cap Fundamental Value strategy as an associate portfolio manager while covering the industrial, material and energy sectors.

Karina Funk, CFA

Karina is a partner and co-portfolio manager of the Brown Advisory Large-Cap Sustainable Growth strategy (LCSG) and chair of sustainable investing. Karina joined Brown Advisory in 2009 and has extensive investment experience spanning early-stage ventures to debt and public equities. Karina is a respected leader in the investment community having been profiled in many leading financial publications, including Barron’s inaugural list of 100 Most Influential Women in Finance.

Paul J. Chew, CFA

Paul is a partner, a member of the Executive Team and serves as chief investment officer. He is responsible for leading the firm’s internally managed investment strategies and its open-architecture and asset-allocation efforts. Under Paul’s leadership, the firm’s core equity and fixed income capabilities have grown substantially, and he has also led the expansion of the firm’s platform of alternative investments, which includes venture capital, leveraged buyouts, energy, credit, real estate and hedge funds.

John Davis, CFA

John is a partner and member of the firm’s U.S. Financial Intermediaries sales team. His primary responsibilities include new business development and distribution with banks, insurance companies and other financial intermediaries. Prior to his current responsibilities, he was responsible for new business development and distribution with registered investment advisors and bank trusts.

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