08/04/2021
Paul’s deep experience developing solutions—encompassing everything from investment strategy development, integrated planning and administration, and governance to tax management—for families and non-profit organizations positions him we
07/29/2021
Megan, originally from South Carolina, graduated from Wofford College in 2017 with a Bachelor of Arts in Business and Managerial Economics.
07/29/2021
Kim will lead the private equity department, which makes investments globally, both directly and with partners
07/28/2021
The executive trio spent the past decade overseeing Abbot Downing, a Wells Fargo business centered on ultra-high-net-worth clients, which Steiner spearheaded and led since its inception in 2011
07/28/2021
Adding to Brown Wealth Management's robust wealth management team, Christopher Pegg brings 15 years of legal, tax, and financial services expertise to the new role