Billy is a senior relationship associate on Brown Advisory’s private client team. Prior to moving to Richmond, he spent three years in the firm’s Charlottesville, VA office working closely with families and individuals, entrepreneurs, endowments, and foundations. He advises clients in the area of financial planning, and provides regular support to internal portfolio management and strategic advisory teams. Prior to joining the firm, he spent several years with a privately owned Trust Company in North Carolina.
Education
- Hampden-Sydney College, BA (2017)
- University of Virginia, McIntire Business Institute (Finance)
- Campbell University, Southeastern Trust School (Trust & Estate)
Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP)
