Financial Intermediaries

We focus on building long-term relationships with professional investors and firms that share our investment philosophy. We are committed to working with professional investors to provide compelling returns and best in class client service.

 

 

Brown Advisory has more than 25 years’ experience in actively managed equity and fixed income solutions, and manages a wide range of single-strategy portfolios for financial intermediaries, global banks, insurance companies and wealth managers around the world.

Get in touch to find out more about how we partner with Financial Intermediaries

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Our Approach

We offer a broad range of actively managed equity and fixed income investment solutions and believe a disciplined, bottom-up fundamental research approach, high conviction ideas, and a focus on long-term risk-adjusted returns, have the potential to drive attractive performance results over time. Our actively managed fixed income solutions seek to provide stability, generate alpha and control interest rate risk through disciplined, fundamental credit research. We optimize decisions through diverse perspectives, thoughtful discussions and data-driven insights to construct, manage and deliver high performing portfolios.

For certain strategies, we believe integrating sustainable investment analysis into our fundamental research process can drive long-term performance and lead to better investment decision making and portfolio construction. We believe this integrated approach helps us to better understand the investment opportunities we consider with the end objective of meeting and exceeding the expectations of our clients and their values.

Learn more about our sustainable investment strategies

Our People

Our highly collaborative team of U.S. and global equity and fixed income investment professionals manage portfolios, maintain relationships and service long-term clients with a consistent, client-first philosophy.

Our culture and equity ownership structure helps us attract and retain professionals who share those beliefs. Our independence allows us to put clients first, and provide attractive performance, strategic advice and best in class service.
 

Institutional Leadership

Carey Buxton, Global COO of Institutional Business
and Chris Bartlett, Global Head of Institutional Business

Discover our broad range of Investment Strategies tailored to meet your institutional needs. For the latest performance, insights and reports, visit our resource hubs 
 

Our mission is to make a material and positive difference in the lives of our clients.

Read our Annual Report, Thinking 

 

Get in touch with us


matt-pedicino
 
Matt Pedicino

Head of North American Institutional Sales

mpedicino@brownadvisory.com

1-443-873-5252

nicole-nesbitt
 
Nicole Nesbitt

Head of Global Institutional Client Service and Head of Mutual Funds

nnesbitt@brownadvisory.com

(+1 (410) 895-4822

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