Brown Advisory

B. Wistar Morris III is a financial advisor at Brown Advisory with 18 years of industry experience. He holds a Series 65 designation and has worked at Brown Advisory since 2018, as well as Signature Financial Management, Inc. since 2007. Brown Advisory provides investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations, valuation discipline, and a combination of active and passive management, supported by in-house research and an Investment Solutions Group.

Reed Hurt is a CFP® professional with 10 years of industry experience. He has worked at Brown Advisory and Signature Financial Management, Inc. since 2018 and was previously with Bernhardt Wealth Management from 2016 to 2018. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts and foundations, providing integrated wealth and portfolio management. The firm employs a long-term investment approach that combines global active and passive strategies, risk management through diversification and valuation focus, and utilizes both affiliated and external managers along with AI-enabled research tools.

Lloyd Noland is a financial advisor at Brown Advisory in Charlottesville, VA, with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Brown Advisory since 2018, also maintaining a role at Signature Financial Management, Inc. since 2011. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection to serve its clients.

Sarah Holtzinger is a financial advisor at Brown Advisory with 10 years of industry experience. She holds a Series 65 designation and has worked at Brown Advisory since 2018, previously serving at Signature Financial Management, Inc. since 2013. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations, employing a long-term, full-market-cycle investment approach with a focus on risk management through diversified allocations and valuation discipline.

Teague Avey is a CFP® professional with 10 years of experience in financial advising. He has worked at Brown Advisory since 2018 and previously spent time with Signature Financial Management, Inc. and Heritage Wealth Advisors. Brown Advisory serves high-net-worth individuals, families, family offices, charitable trusts, and foundations by providing integrated wealth management and portfolio management. The firm employs a long-term investment approach combining global active and passive strategies, utilizing affiliated and external managers to access alternatives and supplementing research with AI-enabled tools.

Eric Johnson is a financial advisor at Brown Advisory with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Signature Financial Management, Inc., Brown Advisory, and B&L Wealth Group, LLC. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations, active and passive manager selection, and offers tailored services including discretionary portfolio management, strategic planning, and philanthropic planning.

Christopher Rusbuldt is a CFA® charterholder with 26 years of industry experience. He is currently a financial advisor at Brown Advisory, where he has worked since 2018, and also has a longstanding role at Signature Financial Management, Inc. In addition to his advisory work, he co-founded and serves as a director of Amped LAX, LLC, an organization that runs youth lacrosse camps and clinics. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach focused on risk management through diversified allocations, valuation discipline, and a combination of active and passive strategies.

Weyman Gong is a financial advisor at Brown Advisory with 28 years of industry experience. He holds a Series 65 designation and has worked at Signature Financial Management, Inc. since 1998 alongside his current role at Brown Advisory, where he has been since 2018. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts and foundations, providing integrated wealth and portfolio management. The firm employs a long-term investment approach that combines global active and passive strategies, includes access to alternatives through affiliated and external managers, and utilizes AI-enabled tools to support research and workflows.

Christopher Mclean is a financial advisor at Brown Advisory with 19 years of industry experience. He holds a Series 66 designation and has worked at Brown Advisory since 2018, as well as Signature Financial Management since 2010. Outside of his advisory work, he has conducted research on real estate purchases and sales with a focus on conservation easements since 2003. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and a smaller number of charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection.

Sean Meehan is a CFA® charterholder with 27 years of experience in the investment industry. He has worked at Brown Advisory since 2018 and previously spent 21 years at Bessemer Trust Co. NA. Meehan also contributes to the CFA Institute by reviewing and commenting on curriculum readings for the CFA program. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection to serve its clients.

Rose Bennetch is a financial advisor at Brown Advisory with 20 years of industry experience and holds a Series 65 designation. She has worked at Brown Advisory since 2018 and has also been with Signature Financial Management, Inc. since 2012. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations, offering discretionary portfolio management, strategic planning, and philanthropic planning. The firm employs a long-term, full-market-cycle investment approach, combining active and passive strategies while managing risk through diversified allocations and valuation discipline.

Jean Logan is a financial advisor at Brown Advisory with 15 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Brown Advisory in 2018, she worked at Signature Financial Management, Inc. since 2011. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with an Investment Solutions Group to select managers and support client liquidity needs.

Rupal Master is a Series 65-licensed financial advisor with 11 years of industry experience. She has worked at Brown Advisory since 2018 and maintains a role at Signature Financial Management, Inc. since 2016. Outside of financial services, she is a partner in R.K. Management LLC, which operates the Howard Johnson Inn in Virginia Beach. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts, providing integrated wealth management and portfolio management. The firm employs a long-term investment approach, blending global active and passive strategies with a focus on diversification, valuation, and tax efficiency, and features specialized affiliates and private market activities uncommon among many multi-team advisers.

Quinn Straayer is a financial advisor at Brown Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brown Advisory since 2018. Prior to that, he was with Signature Financial Management, Inc. from 2016. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts and foundations, providing integrated wealth and portfolio management. The firm combines global active and passive strategies in a long-term investment approach and offers services including strategic planning, tax organization, and estate planning, alongside access to alternative investments through its Investment Solutions Group.

Carter Furr Jr. is a financial advisor at Brown Advisory with 23 years of industry experience. He holds a Series 65 designation and has worked at Brown Advisory since 2018. Prior to that, he has been associated with Signature Financial Management, Inc. since 2002. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection, supporting clients’ liquidity needs through various private fund vehicles and credit facilities.