David Andrew Stepherson
Portfolio Manager-Equities at Brown Advisory LLC
Profile
Mr. David A.
Stepherson, CFA, is a Portfolio Manager at Brown Advisory LLC.
He's part of Private Client group at Brown Advisory.
Prior to joining Brown Advisory in April of 2015, he worked at Hardesty Capital Management (now Tufton Capital Management) for 16 years where he became the Chief Investment Officer and a Partner.
He began his investment career as a Portfolio Manager in the Personal Trust division of Mercantile Safe Deposit and Trust.
He received his BA degree from The University of Texas.
He is a CFA charter holder.
David Andrew Stepherson active positions
Companies | Position | Start |
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Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Portfolio Manager-Equities | 01/04/2015 |
Former positions of David Andrew Stepherson
Companies | Position | End |
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Tufton Capital Management LLC
Tufton Capital Management LLC Investment ManagersFinance Tufton Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Hunt Valley, Maryland. The firm was founded by James D. Hardesty in 1995 as Hardesty Capital Management Corp. TCM provides investment management services to individuals, pension and profit-sharing plans, 401(k) plans, trusts, estates, charitable organizations and corporations. | Chief Investment Officer | 01/04/2015 |
Mercantile-Safe Deposit & Trust Co.
Mercantile-Safe Deposit & Trust Co. Regional BanksFinance On March 10, 1864, the Maryland Legislature granted a charter incorporating the Safe Deposit Company as a secure repository for valuables, responding to concerns for the safety of Maryland's people and property in time of war. In 1876, the Safe Deposit was granted fiduciary powers and changed its name to Safe Deposit and Trust Company. This was the first corporate fiduciary in Maryland and one of the first in the nation. Mercantile Trust and Deposit merged with Safe Deposit and Trust Company in 1953 to form Mercantile-Safe Deposit and Trust Company (MSDT), which trades as Mercantile Bank & Trust. In 1969, Mercantile Bankshares Corporation (NASDAQ: MRKB) was organized as the first registered bank holding company in Maryland. With Mercantile Bank & Trust as its largest bank, Mercantile Bankshares began operations in September 1970. MSDT manages portfolios for individuals and institutions as well as the Mercantile family of mutual funds. | Corporate Officer/Principal | 31/12/1998 |
Training of David Andrew Stepherson
The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Tufton Capital Management LLC
Tufton Capital Management LLC Investment ManagersFinance Tufton Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Hunt Valley, Maryland. The firm was founded by James D. Hardesty in 1995 as Hardesty Capital Management Corp. TCM provides investment management services to individuals, pension and profit-sharing plans, 401(k) plans, trusts, estates, charitable organizations and corporations. | Finance |
Mercantile-Safe Deposit & Trust Co.
Mercantile-Safe Deposit & Trust Co. Regional BanksFinance On March 10, 1864, the Maryland Legislature granted a charter incorporating the Safe Deposit Company as a secure repository for valuables, responding to concerns for the safety of Maryland's people and property in time of war. In 1876, the Safe Deposit was granted fiduciary powers and changed its name to Safe Deposit and Trust Company. This was the first corporate fiduciary in Maryland and one of the first in the nation. Mercantile Trust and Deposit merged with Safe Deposit and Trust Company in 1953 to form Mercantile-Safe Deposit and Trust Company (MSDT), which trades as Mercantile Bank & Trust. In 1969, Mercantile Bankshares Corporation (NASDAQ: MRKB) was organized as the first registered bank holding company in Maryland. With Mercantile Bank & Trust as its largest bank, Mercantile Bankshares began operations in September 1970. MSDT manages portfolios for individuals and institutions as well as the Mercantile family of mutual funds. | Finance |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Finance |
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