Profiel
Ms. Theresa K.
Balaran is a Portfolio Manager at Brown Advisory LLC.
She manages balanced portfolios for private clients and smaller not-for-profits.
Within Brown Advisory, she is a senior member of the Women of Washington group which is building a strong, growing network of women to learn from and lean on.
Prior to joining Brown Advisory in 2009, Ms. Balaran was managing director at FBR Private Wealth in Arlington, Virginia (1999-2009) where she served as investment advisor to a number of Washington, D.C.-area private clients and philanthropies.
From 1995-1996, she was a managing director overseeing client services at Potomac Asset Management in Bethesda, Maryland.
In 1995, she was a consultant to the World Bank in Washington, D.C., assisting the pension investment team in its evaluation of global portfolio risk.
She began her investing career in New York where she spent a decade (1984-1994) at Sanford C.
Bernstein & Co., focusing largely on private client management.
Ms. Balaran received her undergraduate degree from George Washington University.
Actieve functies van Terri Balaran
| Bedrijven | Functie | Begin |
|---|---|---|
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Portefeuillebeheerder-Aandelen | 01-01-2009 |
Eerdere bekende functies van Terri Balaran
| Bedrijven | Functie | Einde |
|---|---|---|
Potomac Asset Management Co., Inc.
Potomac Asset Management Co., Inc. Investment ManagersFinance PAMCO invests in companies located in the United States. The firm focuses on alternative energy, energy efficiency, infrastructure development and resource management. It provides financing for buyout and growth capital requirements. | Corporate Officer/Principal | 01-01-1996 |
Sanford C. Bernstein & Co., Inc.
Sanford C. Bernstein & Co., Inc. Investment ManagersFinance Profile Unavailable | Portefeuillebeheerder-Aandelen | 01-01-1994 |
The World Bank
The World Bank SupranationalGovernment Provides loans to developing countries | Corporate Officer/Principal | - |
Opleiding van Terri Balaran
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Sanford C. Bernstein & Co., Inc.
Sanford C. Bernstein & Co., Inc. Investment ManagersFinance Profile Unavailable | Finance |
Potomac Asset Management Co., Inc.
Potomac Asset Management Co., Inc. Investment ManagersFinance PAMCO invests in companies located in the United States. The firm focuses on alternative energy, energy efficiency, infrastructure development and resource management. It provides financing for buyout and growth capital requirements. | Finance |
George Washington University
George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Finance |
The World Bank
The World Bank SupranationalGovernment Provides loans to developing countries | Government |
















