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How an Alex. Brown spin-off grew to be a $46 billion RIA and how a Brown Brothers breakaway fits in to its plan for accelerated growth

The Baltimore-based firm, Brown Advisory, will invade Bank of America's hometown with an up-to-date investing approach and Old Money flavor

Author Kelly O'Mara February 5, 2014 at 2:51 PM
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Trey Tune: It's the right place to build a business in the private client space.


Related Moves

Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering

The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.

September 21, 2023 at 1:53 AM


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Sr. Consultant
Consulting Firm
Top Executive: Stephen Winks

Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey



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