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Clients Economics Portfolio Management 
The Big Picture
JANUARY 3, 2025
Additionally, Sunaina serves as Chairman of the Board of Directors of SFC Energy AG and on the boards of the Stanford Institution for Economic Policy Research and the Stanford LEAD Council. She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023.
Nerd's Eye View
SEPTEMBER 27, 2024
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Nerd's Eye View
SEPTEMBER 12, 2023
Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.
Nerd's Eye View
AUGUST 8, 2023
In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)
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The Big Picture
FEBRUARY 23, 2024
This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.
201 
SEI
JANUARY 16, 2024
Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.
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SEI
JULY 25, 2023
Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook.
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Tobias Financial
MARCH 11, 2025
Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. He also explores the factors that could influence or offset these effects.
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Random Roger's Retirement Planning
APRIL 3, 2025
I sold one stock for clients a long the way closer to election because I was concerned that threatened tariffs would really hurt because they're heavy in Vietnam. Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair.
Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe.
Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. Wed, 09/20/2017 - 16:43. The S&P 500® Index represents the large-cap segment of the U.S.
Brown Advisory
APRIL 21, 2023
To tackle these kinds of questions, our portfolio managers—who, as noted, generally focus on bottom-up fundamental research—have developed a variety of methods and perspectives for “bringing the macro” into their decisions. She considers that information when, for example, she is deciding whether to add to a position or trim it.
SEI
JULY 23, 2024
Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Erin Hueber, Client Service Director, present our economic outlook.
SEI
APRIL 17, 2024
Part one: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.
The Big Picture
SEPTEMBER 3, 2024
All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. Was that the plan?
148 
The Big Picture
AUGUST 16, 2022
The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.
306 
Advisor Perspectives
JANUARY 16, 2024
Real asset categories – such as natural resources, infrastructure and real estate – have historically served as an effective hedge against inflation, demonstrated resilience across economic cycles, and provided diversification to more traditional portfolios.
59 
WiserAdvisor
APRIL 12, 2024
The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively.
SEI
APRIL 18, 2024
Part two: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.
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Brown Advisory
AUGUST 11, 2023
SNI 8% “We’re now assuming the economic recovery is pushed into 2024.” To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.
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International College of Financial Planning
JULY 10, 2023
Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They help clients manage their financial aspects and develop customized strategies based on their needs.
International College of Financial Planning
MAY 9, 2024
This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients. This is crucial in maintaining the confidentiality of sensitive client information.
52 
Brown Advisory
SEPTEMBER 11, 2016
September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.
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Brown Advisory
SEPTEMBER 11, 2016
In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ?
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The Big Picture
MARCH 20, 2024
Portfolio management was a lot less evidence-based than it is today. Jim O’Shaugnessy : Momentum is really interesting because academics hate it because there is underlying economic reason why it should make sense – but it does. We are looking historically at ideas that make economic sense, right?
163 
Brown Advisory
AUGUST 9, 2021
2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. ESG research is an essential part of our investment strategy.
Brown Advisory
AUGUST 9, 2021
A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Portfolio Manager . . Mon, 08/09/2021 - 09:43.
Brown Advisory
FEBRUARY 21, 2022
George Sakellaris, Portfolio Manager of Brown Advisory’s Mid-Cap Growth (MCG) strategy interviews John Kett, CEO of Insurance Auto Auctions (IAA). Innovation and Growth Potential in Mid-caps: a Conversation with John Kett, CEO of IAA. Mon, 02/21/2022 - 08:12.
Brown Advisory
SEPTEMBER 3, 2015
China’s plummeting stock prices, slowing economic growth and currency volatility have pushed many investors out of the market. Behind the change in investor sentiment lies deteriorating economics in China. Economic recoveries usually feature a surge in consumption as employment and wages rebound. Dream or Opportunity?
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Brown Advisory
AUGUST 24, 2023
Asked if he is seeing a lot of activity driven by economic stimulus like the Inflation Reduction Act, Mick said he is really seeing the impact of the new U.S. Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients.
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Brown Advisory
AUGUST 24, 2023
Asked if he is seeing a lot of activity driven by economic stimulus like the Inflation Reduction Act, Mick said he is really seeing the impact of the new U.S. Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients.
52 
Brown Advisory
DECEMBER 18, 2017
Therefore, we are constantly seeking to innovate and bring additional perspectives into our fundamental research—to go “beyond bottom-up” investing in our quest to generate outperformance for our clients. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst.
Brown Advisory
DECEMBER 18, 2017
Therefore, we are constantly seeking to innovate and bring additional perspectives into our fundamental research—to go “beyond bottom-up” investing in our quest to generate outperformance for our clients. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. ESG analysis. Emily Dwyer.
The Big Picture
MARCH 7, 2023
Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.
174 
Brown Advisory
DECEMBER 2, 2015
By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission. Set hard numbers.
52 
David Nelson
JULY 18, 2022
Wall Street is no different and with the passage of time stock analysts adjust their estimates to changing conditions and their clients make trading decisions based on the new information. As an analyst and on the line portfolio manager I can tell you that estimate revision is one of the more successful factors in stock selection.
91 
Brown Advisory
AUGUST 6, 2019
Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. A cool change indeed.
52 
Brown Advisory
AUGUST 6, 2019
Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. A cool change indeed.
52 
Brown Advisory
DECEMBER 2, 2015
Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3%
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Brown Advisory
OCTOBER 28, 2021
Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. The devastation in India has been harrowing for women, as communities struggle to protect public health.
Brown Advisory
OCTOBER 28, 2021
Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. . Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . June 29, 2021.
International College of Financial Planning
MAY 1, 2023
They also have strong analytical and problem-solving abilities, enabling them to identify the best financial solutions for their clients. Educational Requirements and Certifications To become a financial advisor, you need a bachelor’s degree in finance, economics, or accounting.
International College of Financial Planning
SEPTEMBER 7, 2024
The CFP® Fast Track course at the International College of Financial Planning (ICoFP) covers three essential modules: Financial Planning Process and Client Engagement: Learn how to collect and analyze client information, assess their financial status, and create comprehensive financial plans that cater to their goals.
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Brown Advisory
MAY 31, 2017
Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. We maintain a model portfolio internally to track the results of our asset allocation stances.
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