Shawn is a portfolio analyst at Brown Advisory. He works with the portfolio management team to manage balanced accounts for institutional and private clients, as well as endowments & foundations. He collaborates with clients to understand their investment objectives, construct investment policy statements and build customized portfolios across the liquidity and complexity spectrum. Before joining the firm, Shawn worked in corporate strategy and risk management at Wells Fargo & Co. Prior to this role, he was a financial institutions outreach associate at the Federal Reserve Bank of Philadelphia.
Education
- University of Delaware, MBA in Finance
- University of Delaware, BS in International Business
Community Involvement
- Board Member, Fundraising & Sponsorship Committee Chair, Little All-American Football Association (LAFA)
- Advisor to the Board, Finance & Investment Committee, Delaware Museum of Nature & Science
- Junior Board Member, Gesu School
- Alumni Member, Lerner Diversity Council
- Member, Philadelphia Chapter, National Association of Securities Professionals
- Former Junior Board Member, ChristianaCare
- Former Member, Donor Engagement Committee, Serviam Girls Academy