News Summary
Brown Advisory Hires New Portfolio Manager in Boston
Kathleen McQuiggan, CFA
Partner and Portfolio Manager
Boston, MA – Brown Advisory, an independent investment management and strategic advisory firm, is pleased to announce that Kathleen McQuiggan has joined the firm as a partner and portfolio manager in its Boston office.
Kathleen brings over 30 years of experience and perspective in working with clients to achieve their goals. Most recently, she was a partner and wealth advisor at Artemis Financial Advisors, where she honed her skills in financial planning and created wealth strategies for individuals and families. Prior to that, she was Vice President of Global Women’s Strategies at Impax Asset Management, where she implemented sustainable and impact investing with a gender lens, enhancing her experience in engaging and serving women. Earlier in her career, she spent over a dozen years at Goldman Sachs working with sophisticated investors in institutional sales. Kathleen began her investment career with Alex. Brown.
At Brown Advisory, Kathleen will work with private clients to create custom portfolios that align with their long-term goals, needs, and risk tolerances. She will help Brown Advisory’s clients navigate financial markets and strategic challenges.
“The addition of Kathleen to Brown Advisory demonstrates our commitment to expanding our client offerings and strategic initiatives," said Dune Thorne, Chief Strategy Officer of U.S. Private Client, Endowment & Foundation Business at Brown Advisory. "Her impressive ability to cultivate and sustain relationships with investors, financial intermediaries, and corporate executives will directly benefit our clients by expanding their investment opportunities and strategic insights," she added.
Kathleen holds a Bachelor of Science in Business Administration from Towson University. She is actively involved in community activities, serving on various advisory councils and boards, including the New Hampshire Charitable Foundation, Invest for Better and Women Moving Millions. Additionally, she has been a national spokesperson, advocating for business opportunities that involve engaging female investors and promoting women into leadership roles.
"Welcoming Kathleen to Brown Advisory highlights our dedication to delivering exceptional service to our clients. Her many years of experience in the financial industry will enhance the tailored solutions and strategic advice we offer. We are thrilled to have someone of Kathleen’s caliber join our team and continue to grow our Boston office," said Craig Standish, Strategic Advisor and Head of Brown Advisory’s Boston Office.
The addition of Kathleen McQuiggan to Brown Advisory highlights the firm’s unwavering commitment to its clients. By identifying and partnering with talented professionals such as Kathleen, who embody Brown Advisory’s client-first, colleague-driven and community-focused culture, the firm continues to enhance its ability to contribute to clients’ long-term strategic goals. Brown Advisory believes that such partnerships can make a meaningful difference in the lives of its clients and communities.
With over 30 years of experience in financial planning, sustainable investing, and wealth management, Kathleen McQuiggan brings valuable insights to help clients achieve their long-term goals. Her expertise in creating custom portfolios and navigating financial markets ensures that clients receive tailored solutions and strategic advice. Let us know if you have a question or would like to start a conversation.