Joe Carpenter

Portfolio Manager-Equities at

Brown Advisory LLC

Finance

Consumer Services

Profile

Mr. Joseph D.
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.

Joe Carpenter active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	2014-12-31

All active positions of Joe Carpenter

Former positions of Joe Carpenter

Companies	Position	End
Cambridge Associates LLC Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term.	Corporate Officer/Principal	-

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Education of Joe Carpenter

Experiences
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Linked companies

Private companies	3
University of Maryland University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cambridge Associates LLC Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term.	Finance
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