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J.R. Rodrigo is a portfolio manager at Brown Advisory, responsible for managing and investing balanced portfolios on behalf of private clients, endowments and foundations. Prior to his role as portfolio manager, he served as a CIO investment analyst, working closely with the firm's Chief Investment Officer and other senior investment leaders on asset allocation research and publications. He started his career at Brown Advisory as an ISG research analyst, conducting manager due diligence on a range of public market strategies. He is a graduate of the University of North Carolina at Chapel Hill, where he was a Morehead-Cain scholar.

Education

  • University of North Carolina at Chapel Hill, BA, Economics

Community Involvement

  • Board Member, GEDCO
  • Treasurer, Jesus Our Redeemer Church
  • Mentor, The Crossroads School - Living Classrooms
  • Board Member, The Crossroads School - Living Classrooms
  • Board Member, The Green School of Baltimore

Certifications

  • Chartered Financial Analyst (CFA®)

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