Please be alert to impersonation fraud. To learn more or report an incident, please click here.  

Charlie is a private client portfolio manager at Brown Advisory responsible for investing portfolios on behalf of individuals, families, family offices, endowments, and foundations. Throughout his time at Brown Advisory, Charlie has worked in both a supportive capacity as part of a larger investment team, as well as individually as the lead portfolio manager for client relationships. Prior to moving to Richmond, Charlie worked with Brown Advisory in Washington, DC. He is currently pursuing his MBA at UNC Kenan-Flagler Business School.

Certifications

  • Chartered Alternative Investment Analyst (CAIA)

Please be alert to impersonation fraud.

Bad actors are impersonating our colleagues, and people across the financial services industry, on WhatsApp and other messaging platforms. We do not solicit business through these means. 

Learn more      Report an incident