3 Best Financial Services in Baltimore, MD

“Brown Capital Management is a nationally recognized investment management firm headquartered in Baltimore, MD. Eddie C. Brown is the brown capital's Founder, Executive Chairman, and Senior Portfolio Manager. He started Brown Capital Management on July 1, 1983, and boasts over 40 years of investment experience. He served as VP and portfolio manager at T. Rowe Price Associates, Inc. for ten years before starting his firm in 1983. He earned a bachelor's degree in electrical engineering from Howard University and a master's degree in electrical engineering from New York University. Finally, he completed an MBA from the Kelley School of Business at Indiana University. He has the professional designations of CFA and CIC. The team has honed a specific philosophy based on investing in what they believe are Exceptional Growth Companies (EGCs) over the long term and having the patience and tolerance to hold them as they transform their sustained revenue growth into increasing earnings. They believe that exceptional growth companies allow them to see their paths to sustained long-term growth. They strive to build investment programs that meet the needs of genuine long-term investors. The team executes a time-tested process that seeks to position the firm as patient business owners rather than short-term traders, aiming to meet the needs of genuine long-term investors. They invest with the courage of their convictions, no matter the market environment.

UNIQUE FACTS:
• $107 Billion in Assets Under Management
• Oldest African-American Founded Asset Management Companies in the Us.”

Read more

“WPG Financial Group is one of the leading Financial planners in Baltimore, Maryland. Steve Gessner is a partner and co-founder of the firm. He served clients as a financial advisor for The Mutual Of New York for ten years. Working in the financial services industry for over 27 years, he brings decades of knowledge and experience to his clients at WPG. He graduated with a Bachelor of Science degree in Business, and he went on to obtain his CERTIFIED FINANCIAL PLANNER designation. He holds Series 6, 7, 63, and 65 securities licenses. Their approach to financial planning at WPG Financial Group is personalized, strategic, and team-based. They take the time to get to know clients before offering advice. They take the time to get to know you before providing advice. Their long-term, proactive approach enhances your financial strengths and success. They have the resources and capabilities of a large firm but the personalized attention that only a small firm can offer. Their mission is to simplify the complicated and provide their clients with financial peace of mind.”

Read more

“Brown Advisory is an independent investment management and strategic advisory firm in Baltimore, Maryland. Victor Abiamiri is the Portfolio Manager and Co-Head of the firm. As co-head of Baltimore Private Client, he helps lead the team in managing tasks at the firm's main private client office, guiding important growth and institutional and cultural projects for over a hundred colleagues. He completed his BBA at the University of Notre Dame and his MBA at Drexel University. He holds a Business Management and Entrepreneurship Certificate from the University of Pennsylvania. The team founded Brown Advisory with a simple vision to build a client-first investment firm. Today, their 850+ colleagues are privileged to serve an inspiring group of individuals, families, nonprofits, charities, institutions, and financial intermediaries in 49 countries, working to deliver first-rate investment performance, thoughtful strategic advice, and the highest level of service to help clients get to wherever they want to go. Each of them works to deliver first-rate investment performance, thoughtful strategic advice, and the highest level of service to help them get to wherever they want to go. Their firm's structure supports their culture of teamwork. They are and will remain independent, and every full-time colleague is an equity owner.”

Read more