Berk Nowak

Portfolio Manager-Equities at Brown Advisory LLC

Finance

Consumer Services

Miscellaneous

Profile

Mr. Bernard K.
Nowak is a Portfolio Manager at Brown Advisory LLC.
He joined the firm since Highmount Capital joined forces with the firm in June 2015.
Mr. Nowak was a founding partner of Highmount, a global wealth management firm established in 2002.
Prior to Highmount he was a vice president at Trainer Wortham & Company, where he established the Family Wealth Management Group.
He began his career at Bankers Trust Private Bank, where he managed portfolios for high net worth individuals and served on the Domestic Investment Strategy Committee.
Mr. Nowak received his undergraduate degree from Bucknell University.
He is a CFA charter holder.

Berk Nowak active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	2015-06-20

All active positions of Berk Nowak

Former positions of Berk Nowak

Companies	Position	End
Highmount Capital LLC Highmount Capital LLC Investment ManagersFinance Founded in 2002 by Steven Hoch and Maarten van Hengel, Highmount Capital LLC is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Brown Advisory Management LLC. Highmount Capital provides investment advice to high net-worth families and/or related parties.	Founder	2013-03-04
Trainer Wortham & Co., Inc. Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC)	Portfolio Manager-Equities	-
Bankers Trust & Co. Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.	Corporate Officer/Principal	-

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Training of Berk Nowak

Bucknell University

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

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Linked companies

Private companies	4
Trainer Wortham & Co., Inc. Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC)	Finance
Highmount Capital LLC Highmount Capital LLC Investment ManagersFinance Founded in 2002 by Steven Hoch and Maarten van Hengel, Highmount Capital LLC is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Brown Advisory Management LLC. Highmount Capital provides investment advice to high net-worth families and/or related parties.	Finance
Bankers Trust & Co. Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.	Miscellaneous
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

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