Terri Balaran

Terri Balaran

Portfolio Manager-Equities at Brown Advisory LLC

Finance
Consumer Services
Government

Profile

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.

Terri Balaran active positions

CompaniesPositionStart
Portfolio Manager-Equities 2008-12-31
All active positions of Terri Balaran

Former positions of Terri Balaran

CompaniesPositionEnd
Corporate Officer/Principal 1995-12-31
Portfolio Manager-Equities 1993-12-31
The World Bank Corporate Officer/Principal -
See the detail of Terri Balaran's experience

Training of Terri Balaran

George Washington University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Terri Balaran's experience

Connections

100 +

1st degree connections

5

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies4

Finance

Finance

The World Bank

Government

Finance

See company connections