Profil
Mr. Joseph D.
Carpenter, CFA, is a Portfolio Manager at Brown Advisory LLC.
He is a member of firm’s Private Client Group.
He works with families and foundations to provide customized solutions to preserve and grow their investable assets in tandem with their investment objectives and constraints.
Prior to joining Brown Advisory, Mr. Carpenter spent five years at Cambridge Associates as an analyst, initially focusing on private equity and real assets, and later expanding to the broad investment universe and serving endowments, foundations, pension funds and family offices alongside the investment consulting group.
He received his BA from the University of Maryland.
He is a CFA charter holder.
Postes actifs de Joe Carpenter
| 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 | 01/01/2015 |
Anciens postes connus de Joe Carpenter
| Sociétés | Poste | Fin |
|---|---|---|
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Corporate Officer/Principal | - |
Formation de Joe Carpenter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Finance |
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 |
















