Lisi Bailliere Dean

About Lisi Bailliere Dean

Investment professional with 30 years of financial services experience across private wealth management, institutional equity sales, research and capital markets. As a portfolio manager, I work directly with my clients to provide strategic investment and planning advice and wealth management services. My clients include multi-generational families, business owners, and venture capital and private equity executives as well as nonprofit foundations and endowments. I strive to help my clients to realize their long-term financial objectives through effective planning and investment management.Brown Advisory is recognized as a leading independent global investment management firm, committed to delivering a combination of first-class performance, strategic advice and the highest level of client service to our clients. As of 4/30/2024, the firm manages more than $155 billion of assets for private clients, endowments and foundations, and institutions across all 50 states and more than 49 countries. We remain singularly committed to making a material positive difference for our clients and our communities.

Experience

1. Partner Portfolio Manager

   Brown Advisory

   Mar 2024 — Present · San Francisco, CA, US

   Brown Advisory is an independently-owned global investment firm committed to safeguarding and generating our clients\' wealth. We are privileged to continue Alex. Brown & Sons\' 200-year tradition of investment success, absolute integrity and unwavering devotion to our clients\' best interests.

Education

• Northwestern University - Kellogg School of Management

  Master of Business Administration (MBA)

  1992 — 1994

• Harvard University

  Bachelor of Arts (B.A.), History

Skills

• Management
• Equity Research
• Executive Management
• Investment Management
• Investments
• Marketing
• Finance
• Strategic Planning
• Strategy
• Start-Ups