15+ years in Private Client/Family Office Advisory; Prior to SMU, I earned undergraduate/graduate degrees in Mathematics and worked in education
What am I doing – describe your current role and objectives:
I lead the Dallas office of Brown Advisory - an independent investment management and strategic advisory firm with assets in excess of $160bn. I work with entrepreneurs, families, family offices and institutions, and am responsible for strategic market development.
Connections trying to make:
I enjoy connecting with others to help them accomplish their personal/professional goals.
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