Brown Advisory

Brown Advisory is an independent investment firm based in the United States, founded in 1993. The firm specializes in providing tailored investment solutions to a diverse clientele, including private clients, families, institutions, and intermediaries. It focuses on managing separate client-focused portfolios and offers a range of investment products, including equity, fixed income, and balanced mutual funds. Brown Advisory also invests in public equity, fixed income, and alternative investment markets globally. In addition to its asset management services, the firm operates a venture capital fund, further enhancing its investment offerings. The firm is committed to delivering high-quality performance and strategic advice while prioritizing exceptional client service.

Sid Ahl

Chief Investment Officer

Hannah Akkerman

Private Client Relationship Associate

Richard M. Bernstein

Partner

Angelina Billon

Principal and Research Analyst

Livio M. Borghese

Director of High Net Worth Sales

John Francis Cavanaugh

Partner and Head of the High Net Worth Business

Olivia Chan

Private Client Relationship Associate

John Cheek

Director of Trading

Chew C.F.A., CFA, Paul J.

Chief Investment Officer and Partner

David Churchill

Chief Operating Officer and Chief Financial Officer

Charles A. Constable

Principal and Institutional Sales Manager

Jeffrey D. Cornelius

Partner and Head of Account Administration

Nicholas P. Coutros

Partner, Equity Research Analyst and Portfolio Manager of Small-Cap Growth

Susan Craib

Partner and Portfolio Manager

Gwen M. Davidson

Partner and Portfolio Manager

Christina Davie

Private Client Relationship Associate

Sandra J. Doeller

Partner and COO of Large Cap Value

Brian A. Finnell

Equity Trading Director

Fran Gunnarsson

VP and Office Manager

Michael D. Hankin

President and Chief Executive Officer

Monica M. Hausner

Partner and Portfolio Manager

Jacob Hodes

Head of Private Equity

Ann C. Joyner

Principal and Operations Manager

Christopher P. Laia

Partner and General Counsel

Tyler Lewis

Portfolio Manager

Christopher D. Lumpkin

Principal and Technology Director

Jeanne D. O'Neill

VP and Relationship Administrator

Darryl R. Oliver

Partner and Portfolio Manager

Meera Patel

Director, Private Equity Fund Research

Charles A. Reid

Partner, Equity Research Analyst and Portfolio Manager

Alexandra B. Rich

Assistant VP and Associate Portfolio Manager

Steven A. Rockwell

Partner, Analyst and Portfolio Manager of Small-Cap Growth

Lisa Ruther

VP and Trader

Porter Schutt

Portfolio Manager and Head of Delaware Office

Edward X. Tune

Portfolio Manager

9 past transactions

BurnAlong

Venture Round in 2020
BurnAlong, Inc. develops an online fitness and wellness video application. Its platform allows people to work out with friends and fitness instructors across the country via video feed. It primarily serves corporate employers, municipalities, insurers and brokers, individuals, and senior citizens. BurnAlong, Inc. was formerly known as Paladym LLC. The company was incorporated in 2016 and is based in Pikesville, Maryland.

BurnAlong

Seed Round in 2019
BurnAlong, Inc. develops an online fitness and wellness video application. Its platform allows people to work out with friends and fitness instructors across the country via video feed. It primarily serves corporate employers, municipalities, insurers and brokers, individuals, and senior citizens. BurnAlong, Inc. was formerly known as Paladym LLC. The company was incorporated in 2016 and is based in Pikesville, Maryland.

BurnAlong

Seed Round in 2018
BurnAlong, Inc. develops an online fitness and wellness video application. Its platform allows people to work out with friends and fitness instructors across the country via video feed. It primarily serves corporate employers, municipalities, insurers and brokers, individuals, and senior citizens. BurnAlong, Inc. was formerly known as Paladym LLC. The company was incorporated in 2016 and is based in Pikesville, Maryland.

RoundTrip

Seed Round in 2018
RoundTrip, Inc. operates a digital marketplace that facilitates non-emergency medical transportation by connecting patients with a network of ride providers. Founded in 2014 and based in Philadelphia, Pennsylvania, the company offers a user-friendly software platform that allows healthcare organizations and transportation companies to schedule, dispatch, and monitor patient rides. RoundTrip serves hospitals and health plans in ten states, aiming to improve care coordination and reduce patient no-shows. The platform provides access to various transportation options, including medical cars, wheelchair vans, and stretcher vehicles. RoundTrip has established strategic partnerships with notable healthcare organizations, enhancing its service offerings. The team behind RoundTrip consists of professionals with experience as paramedics and in healthcare management, which informs their approach to addressing the challenges in medical transportation.

Meritage Capital LLC

Acquisition in 2018
Meritage Capital, LLC is an employee-owned hedge fund sponsor established in 2003 by Alex Smith and Tom Meredith. Based in Austin, Texas, with an additional office in Memphis, Tennessee, the firm provides investment services primarily to pooled investment vehicles, family offices, high-net-worth individuals, charitable organizations, endowments, foundations, and corporations. Meritage Capital manages over $1 billion in assets through client-focused portfolios, proprietary commingled strategies, and liquid alternatives. The firm invests globally in public equity and fixed income markets, employing a range of strategies including global macro, long/short equity, relative value, and absolute return. Its investment process incorporates both fundamental and quantitative analysis, utilizing a combination of top-down and bottom-up approaches, as well as external and in-house research. Meritage Capital, LLC operates as a subsidiary of Brown Advisory Incorporated.

NextGen Venture Partners

Acquisition in 2018
NextGen is an early-stage venture partner for exceptional entrepreneurs. Our network of young startup investors are leaders in the entrepreneurial community who use their collective skills and connections to support the growth of our portfolio companies. We have operations in NYC, DC, Boston, Chicago, and Austin, with the goal of becoming one of the most active and connected investors in the world.

BurnAlong

Pre Seed Round in 2017
BurnAlong, Inc. develops an online fitness and wellness video application. Its platform allows people to work out with friends and fitness instructors across the country via video feed. It primarily serves corporate employers, municipalities, insurers and brokers, individuals, and senior citizens. BurnAlong, Inc. was formerly known as Paladym LLC. The company was incorporated in 2016 and is based in Pikesville, Maryland.

Workbench Platform

Seed Round in 2017
Workbench's content platform packages your content into custom, engaging learning and get-active experiences that drive continuously fresh content and value to education and consumer learners, makers, and doers. At Workbench, we love to tinker, explore, make, create and discover using robots and circuitry and gardens and drones and all sorts of materials we can work into projects. This kind of project-based learning and exploration is what we’re is all about, so we created a community where like-minded people can come together to engage and inspire each other with their own ideas. Workbench has partnered with some of the most forward-thinking maker-product companies in the world to be on the leading edge of innovation. We will continue to add product partners and introduce dynamic new tools for learning to our community. Here on the Workbench platform, maker-educators, students, hobbyists—anyone, really—can discover engaging projects created by Workbench and the Workbench user community. Members of the community can create and post their own projects and share their unique creations and successes in the Gallery. We know that educators are just as excited about project-based learning as we are, so the Workbench platform gives educators the tools to connect with other educators, create classes, assign hands-on lessons and monitor student progress in real time. Workbench is excited to partner with top product companies to create unique communities focused on using specific products in project-based learning. Find our partner platforms by clicking here.

Blackhaw Wealth Management

Acquisition in 2016
Blackhaw Wealth Management has joined the investment management firm Brown Advisory to expand our capabilities and to provide additional benefits to our clients.