Perfil
Ms. Theresa K.
Balaran is a Portfolio Manager at Brown Advisory LLC.
She manages balanced portfolios for private clients and smaller not-for-profits.
Within Brown Advisory, she is a senior member of the Women of Washington group which is building a strong, growing network of women to learn from and lean on.
Prior to joining Brown Advisory in 2009, Ms. Balaran was managing director at FBR Private Wealth in Arlington, Virginia (1999-2009) where she served as investment advisor to a number of Washington, D.C.-area private clients and philanthropies.
From 1995-1996, she was a managing director overseeing client services at Potomac Asset Management in Bethesda, Maryland.
In 1995, she was a consultant to the World Bank in Washington, D.C., assisting the pension investment team in its evaluation of global portfolio risk.
She began her investing career in New York where she spent a decade (1984-1994) at Sanford C.
Bernstein & Co., focusing largely on private client management.
Ms. Balaran received her undergraduate degree from George Washington University.
Cargos activos de Terri Balaran
| Empresas | Cargo | Inicio |
|---|---|---|
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Gestor de Cartera-Acciones | 01/01/2009 |
Antiguos cargos conocidos de Terri Balaran.
| Empresas | Cargo | Fin |
|---|---|---|
Potomac Asset Management Co., Inc.
Potomac Asset Management Co., Inc. Investment ManagersFinance PAMCO invests in companies located in the United States. The firm focuses on alternative energy, energy efficiency, infrastructure development and resource management. It provides financing for buyout and growth capital requirements. | Corporate Officer/Principal | 01/01/1996 |
Sanford C. Bernstein & Co., Inc.
Sanford C. Bernstein & Co., Inc. Investment ManagersFinance Profile Unavailable | Gestor de Cartera-Acciones | 01/01/1994 |
The World Bank
The World Bank SupranationalGovernment Provides loans to developing countries | Corporate Officer/Principal | - |
Formación de Terri Balaran.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Sanford C. Bernstein & Co., Inc.
Sanford C. Bernstein & Co., Inc. Investment ManagersFinance Profile Unavailable | Finance |
Potomac Asset Management Co., Inc.
Potomac Asset Management Co., Inc. Investment ManagersFinance PAMCO invests in companies located in the United States. The firm focuses on alternative energy, energy efficiency, infrastructure development and resource management. It provides financing for buyout and growth capital requirements. | Finance |
George Washington University
George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Finance |
The World Bank
The World Bank SupranationalGovernment Provides loans to developing countries | Government |
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