3 Best Financial Services in Baltimore, MD

“Brown Capital Management is a nationally recognized investment management firm MD. Eddie C. Brown is the brown capital's Founder, Executive Chairman, and Senior Portfolio Manager. He served as VP and portfolio manager at T. Rowe Price Associates, Inc. for ten years before starting his firm. 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 follows a specific philosophy of investing in what they believe are Exceptional Growth Companies (EGCs) for the long term. They focus on being patient and maintaining their investments as these companies turn 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.”

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“WPG Financial Group takes time to get to know you before providing advice. 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. 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.”

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“Brown Advisory is an independent investment management and strategic advisory firm has a structure that supports their culture of teamwork. They are and will remain independent, and every full-time colleague is an equity owner. Victor Abiamiri is the Portfolio Manager and Co-Head of the firm. He helps to 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.”

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