Brown Advisory
Zachary Smith serves as a Product Manager for Private Client, Endowments & Foundations at Brown Advisory since February 2022, where responsibilities include defining a three-year product vision and roadmap, driving Agile adoption, leading Salesforce implementations, launching AI-powered tools, and enhancing operational efficiency. Prior experience includes roles as Product Manager for Money at U.S. News & World Report, and Business Analyst at Envestnet, Inc., focusing on data accuracy and market research. Educational background includes a B.S. in Applied Economic Management with a concentration in Financial Planning from Virginia Tech, complemented by various internships and advisory positions in financial planning.
This person is not in any teams
This person is not in any offices
Brown Advisory
1 followers
Brown Advisory is an independent investment management firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Charlottesville, Carolinas, Delaware, London, New York, Norfolk, Richmond, Singapore, and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 39 countries and territories and are served by over 700+ colleagues worldwide, all of whom are equity owners of the firm.