Stephanie McCormick
Portfolio Manager-Equities at Brown Advisory LLC
Profile
Ms. Stephanie McCormick is a Portfolio Manager at Brown Advisory LLC.
She is focusing on strategic investment and asset allocation solutions for complex clients.
Prior to joining the firm in 2014, Ms. McCormick spent seventeen years as a managing director and portfolio manager at Parkview Wealth Management, an ultra-high net worth family office, based in New York City.
While building the family office, her role included managing opportunistic fixed income portfolios, manager selection for all asset classes, and asset allocation for multi-generational clients.
Prior to that, she worked for JP Morgan.
After completing the management training program there, she worked in private banking operations in Delaware and as an assistant fixed income portfolio manager in New York.
In addition, Ms. McCormick worked in Basel, Switzerland for Swiss Bank Corporation managing fixed income portfolios for private clients.
She received her BS degree from the University of Delaware.
Stephanie McCormick 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 | 2013-12-31 |
Former positions of Stephanie McCormick
| Companies | Position | End |
|---|---|---|
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
Training of Stephanie McCormick
| University of Delaware | Undergraduate Degree |
Experiences
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1st degree connections
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Linked companies
| Private companies | 2 |
|---|---|
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 |
| J.P. Morgan & Co., Inc. (Old) | Finance |
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