Terri Balaran

Portfolio Manager-Equities at

Brown Advisory LLC

Finance

Consumer Services

Government

Profile

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.

Terri Balaran active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/01/2009

All active positions of Terri Balaran

Former positions of Terri Balaran

Companies	Position	End
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	Portfolio Manager-Equities	01/01/1994
The World Bank The World Bank SupranationalGovernment Provides loans to developing countries	Corporate Officer/Principal	-

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Training of Terri Balaran

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Linked companies

Private companies	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