James is a partner, portfolio manager and serves as co-head of Baltimore Private Client. In his role as PM, James advises and manages portfolios for complex families, individuals, endowments and foundations. Previously at Brown Advisory, James was an analyst with the Investment Solutions Group where he covered a variety of externally managed equity and fixed income strategies.
Education
- Loyola University Maryland, MBA
- Towson University, BA
Community Involvement
- Board Member, Blue Water Baltimore
- Co-Chair, Legacy Chase - Shawan Downs
- Board Member, Maryland State Fair and Agricultural Society
- Board Member, Maryland Steeplechase Association
