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Joe is a partner and senior advisor in the New York office. He has spent the last 40 years advising families, private investors, endowments and foundations. Prior to joining Brown Advisory, Joe spent 20 years with JP Morgan, first in New York, and then he and his team opened the Philadelphia office, building it to a $25 billion AUM business. Joe also spent 12 years as a merger and acquisition advisor to closely held businesses, primarily as a member of the corporate finance team at Brown Brothers Harriman & Co. Joe started his career in public accounting with Arthur Andersen.

Education

  • Penn State University, MBA
  • Penn State University, BS

Community Involvement

  • Committee Member, Kimmel Center for the Performing Arts/Philadelphia Orchestra
  • Board Member, The Adam R. Spector Foundation
  • Advisory Council, The Barnes Foundation

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