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David Andrew Stepherson
Gestionnaire de Portefeuille-Actions chez
Brown Advisory LLC
Profil
Mr. David A. Stepherson, CFA, is a Portfolio Manager at Brown Advisory LLC.
He's part of Private Client group at Brown Advisory.
Prior to joining Brown Advisory in April of 2015, he worked at Hardesty Capital Management (now Tufton Capital Management) for 16 years where he became the Chief Investment Officer and a Partner.
He began his investment career as a Portfolio Manager in the Personal Trust division of Mercantile Safe Deposit and Trust.
He received his BA degree from The University of Texas.
He is a CFA charter holder.
Postes actifs de David Andrew Stepherson
| Sociétés | Poste | Début |
|---|---|---|
Brown Advisory LLC
 Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Gestionnaire de Portefeuille-Actions | 01/04/2015 |
Anciens postes connus de David Andrew Stepherson
| Sociétés | Poste | Fin |
|---|---|---|
Tufton Capital Management LLC
 Tufton Capital Management LLC Investment ManagersFinance TCM conducts proprietary fundamental research to identify potential investments. They employ a value-oriented investment style utilizing a combination of growth and value stocks. Investments are made in companies with strong underlying fundamentals such as recognized trademarks, strong balance sheets, and profitability, but whose share price is temporarily depressed due to some solvable company problem, external factor or other misunderstanding. The firm primarily invests in large, domestic companies. However, they also take positions in small and mid-size companies as well as companies headquartered abroad. | Directeur en chef des Investissements | 01/04/2015 |
Mercantile-Safe Deposit & Trust Co.
 Mercantile-Safe Deposit & Trust Co. Regional BanksFinance MSDT adheres to a risk control discipline throughout the complete capital markets cycle. They concentrate on earning strong positive returns which tend to be around the median in the context of relative performance comparisons. They are primarily a large-cap GARP investor. | Corporate Officer/Principal | 31/12/1998 |
Formation de David Andrew Stepherson
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Tufton Capital Management LLC
Tufton Capital Management LLC Investment ManagersFinance TCM conducts proprietary fundamental research to identify potential investments. They employ a value-oriented investment style utilizing a combination of growth and value stocks. Investments are made in companies with strong underlying fundamentals such as recognized trademarks, strong balance sheets, and profitability, but whose share price is temporarily depressed due to some solvable company problem, external factor or other misunderstanding. The firm primarily invests in large, domestic companies. However, they also take positions in small and mid-size companies as well as companies headquartered abroad. | Finance |
Mercantile-Safe Deposit & Trust Co.
Mercantile-Safe Deposit & Trust Co. Regional BanksFinance MSDT adheres to a risk control discipline throughout the complete capital markets cycle. They concentrate on earning strong positive returns which tend to be around the median in the context of relative performance comparisons. They are primarily a large-cap GARP investor. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Finance |
