Joseph Ferlise
Partner and Strategic Advisor, Brown Advisory
- Role
- Partner and Strategic Advisor at Brown Advisory
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
About Joseph Ferlise
Joseph Ferlise, J.D, is a partner and strategic advisor at Brown Advisory providing…
Experience
Partner and Strategic Advisor
Feb 2015 — Present · US
Brown Advisory is an independent investment management firm committed to delivering a combination of first-class performance, strategic advice and the highest level of service with principal offices in Baltimore and Washington, D.C, as well as in Boston, New York, Wilmington, Del, Chapel Hill, N.C, and London. The Firm’s institutional and private clients are based in 50 states and 26 countries and are serviced by over 400 professionals worldwide, all of whom are equity owners of the firm. As a partner and strategic advisor, Joe provides estate, succession and fiduciary planning services to private clients, families and nonprofits.
Education
Mount Saint Mary's University
Bachelor of Science (BS), Economics
1984 — 1988
Widener University Schools of Law
Doctor of Law - JD
Skills
- High Net Worth Individuals
- Financial Services
- Fiduciary Management
- Asset Management
- Wealth Management
- Investment Advisory
- Mortgage Lending
- Securities
- Estate Planning
- Banking
- Asset Allocation
- Mutual Funds
- Private Banking
- Trust Management
- Relationship Management
- Equities
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