James is a partner and portfolio manager within the firm’s international private client and charity team. James joined in July 2016, coming to Brown Advisory with over ten years of experience in managing the investments of ultra-high net worth clients. Prior to joining Brown Advisory, James was at Citi Private Bank, where he spent six years advising clients on the opportunities and complexities surrounding international investing. Before that James was at UBS Wealth Management and started his career at Barclays Capital.
James achieved his MA (Hons) in Political Science from Edinburgh University in 2005. James is a member of the Chartered Institute for Securities and Investments, PCIAM (Level 6) and also has a CFP under the CII.
Community Involvement
- Young Enterprise London