Joe Carpenter
Portefeuillebeheerder-Aandelen bij Brown Advisory LLC
Profiel
Mr. Joseph Carpenter, CFA, is a Portfolio Manager at Brown Advisory LLC.
He is a member of firm’s Private Client Group.
He works with families and foundations to provide customized solutions to preserve and grow their investable assets in tandem with their investment objectives and constraints.
Prior to joining Brown Advisory, Mr. Carpenter spent five years at Cambridge Associates as an analyst, initially focusing on private equity and real assets, and later expanding to the broad investment universe and serving endowments, foundations, pension funds and family offices alongside the investment consulting group.
He received his BA from the University of Maryland.
He is a CFA charter holder.
Actieve functies van Joe Carpenter
| Bedrijven | Functie | Begin |
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Brown Advisory LLC
 Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Portefeuillebeheerder-Aandelen | 01-01-2015 |
Eerdere bekende functies van Joe Carpenter
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|---|---|---|
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | - |
Opleiding van Joe Carpenter
| University of Maryland | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Finance |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
