Katherine is a private client relationship associate at Brown Advisory in the Boston Office. She is responsible for supporting relationships with high-net-worth individuals and families. Prior to joining the firm, Katherine graduated from Carleton College with a major in Mathematics and a minor in Public Policy. She previously worked as a Client Service Summer Analyst at Brown Advisory.

Stephanie is the client service relationship advisor at our San Francisco office. With over 20 years of client service experience, she offers assistance to individuals, families, and institutions. Before joining Brown Advisory, Stephanie worked as a Client Service Specialist at Osborne Partners, a comprehensive Wealth Management firm.

Stephanie's finance career has included a range of roles, from serving as a trader on the trade desk to engaging in financial planning, ensuring compliance, and managing client operations.

Alex is an Associate Portfolio Manager at Brown Advisory. He is responsible for portfolio management activities for individuals, family offices, endowments, and foundations as part of the firm’s Investment Solutions Group. Prior to joining the firm, Alex worked at Partners Capital as an Investment Associate on the Client CIO team. Prior to this, he worked at DWS Group (formerly Deutsche Asset Management) as a Relationship Management Associate on the Private & Real Assets Specialist team. Alex earned his B.A.

Jim is a senior relationship associate on the client service team in the Boston office. Prior to joining the firm, he worked for a wealth management firm in Boston, where he had a similar role on their Client Advisor Service’s team. Jim is also pursuing his law degree at New England School of Law, focusing in Estate Planning and Taxation. He is currently in his fourth and final year of the part time program.