Profil
Mr. Stephen M.
Shutz, CFA, is a Portfolio Manager at Brown Advisory LLC.
He primarily concentrates on the management, trading and analysis of tax-exempt bonds.
Prior to joining Brown Advisory in 2012, Mr. Shutz was a vice president and assistant portfolio manager at Cavanaugh Capital Management responsible for the trading of tax-exempt securities and portfolio analytics.
Before joining CCM, he was a portfolio and research analyst at Merrill Lynch.
He began his investment career at Legg Mason.
He received his BS degree from Frostburg State University.
He is a CFA charter holder.
Postes actifs de Steve Shutz
| Sociétés | Poste | Début |
|---|---|---|
Brown Advisory LLC
 Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Analyst-Fixed Income | 24/09/2012 |
Anciens postes connus de Steve Shutz
| Sociétés | Poste | Fin |
|---|---|---|
Brown Investment Advisory, Inc.
 Brown Investment Advisory, Inc. Investment ManagersFinance Founded in 1993 by J. Dorsey Brown III, Brown Investment Advisory, Inc., also known as Brown Advisory, Inc., is a registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of Brown Investment Advisory & Trust Co. Brown Investment Advisory provides investment advisory and brokerage services to institutions, corporations and high net-worth individuals and families in the U.S. and abroad. | Portfolio Manager-Fixed Income | 24/09/2012 |
Cavanaugh Capital Management, Inc.
 Cavanaugh Capital Management, Inc. Investment ManagersFinance Founded in 1991 by James T. Cavanaugh III, Cavanaugh Capital Management, Inc. (CCM) is a registered investment advisor located in Baltimore, Maryland. The firm offers active, separate account, fixed-income portfolio management and passive equity investment strategies to public authorities, insurance companies, endowments, foundations, religious institutions, healthcare institutions, life care institutions and high net-worth individuals. Approximately 90% of the firm's assets under management represent fixed-income investments. CCM does not manage any mutual funds or commingled investment vehicles | Corporate Officer/Principal | 31/05/2010 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
| LEGG MASON, INC. | Corporate Officer/Principal | - |
Formation de Steve Shutz
| Frostburg State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Legg Mason, Inc.
 Legg Mason, Inc. Investment ManagersFinance Legg Mason, Inc. is a holding company. It engages in the provision of investment management and related products and services to institutional and individual clients, company-sponsored mutual funds, and other investment vehicles. The company was founded in 1981 and is headquartered in Baltimore, MD. | Finance |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Founded in 1993 by J. Dorsey Brown III, Brown Investment Advisory, Inc., also known as Brown Advisory, Inc., is a registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of Brown Investment Advisory & Trust Co. Brown Investment Advisory provides investment advisory and brokerage services to institutions, corporations and high net-worth individuals and families in the U.S. and abroad. | Finance |
Cavanaugh Capital Management, Inc.
Cavanaugh Capital Management, Inc. Investment ManagersFinance Founded in 1991 by James T. Cavanaugh III, Cavanaugh Capital Management, Inc. (CCM) is a registered investment advisor located in Baltimore, Maryland. The firm offers active, separate account, fixed-income portfolio management and passive equity investment strategies to public authorities, insurance companies, endowments, foundations, religious institutions, healthcare institutions, life care institutions and high net-worth individuals. Approximately 90% of the firm's assets under management represent fixed-income investments. CCM does not manage any mutual funds or commingled investment vehicles | Finance |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Finance |