Articles from Brown Brothers Harriman & Co.

Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion of its Philadelphia office with the addition of Chris Applegate, who joins the firm’s Corporate Advisory and Banking team as Managing Director.

Brown Brothers Harriman & Co. (BBH) is pleased to announce the addition of Katie Casey to the Multi-Family Office in Philadelphia. In her new role, Katie serves as a trusted advisor to private business owners, ultra-high-net-worth individuals, and their families, delivering expert guidance in investing, philanthropy, private banking, and wealth planning.

Brown Brothers Harriman & Co. (BBH) is pleased to announce the addition of Kristina White as a Senior Wealth Planner in our Chicago office. Kristina joins BBH as a Managing Director from McDermott Will & Emery where she was a Partner in their trust and estates practice. Kristina brings a deep knowledge of sophisticated wealth planning to BBH and will work directly with high net-worth individuals, families and private business owners on wealth transfer planning, trust and estate administration, and gift and generation-skipping transfer tax issues.

Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion of its Philadelphia office with the addition of Alex Rohr. Rohr joins the growing Corporate Advisory and Banking team as a Managing Director to help the region’s private business owners, wealthy families, and local endowments, foundations, and non-profit institutions through objective, actionable advice to help them accomplish their business and personal goals.

Brown Brothers Harriman & Co. (BBH) is pleased to announce the appointment of Michael N. McGrann as Managing Director in the firm’s Center for Family Business, based in the Philadelphia office. In this role, Mike will help private business owners navigate issues at the intersection of family and business.

Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion of its Philadelphia Multi-Family Office team with the addition of Tom Spano. Tom joins the experienced BBH team in Philadelphia as a Managing Director and will focus on deepening its relationships with the region’s private business owners, wealthy families, and local endowments, foundations, and non-profit institutions.

Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion of its Wealth Management and Multi-Family Office team in Houston with the hiring of Matthew Summers and Matthew Moncrief. These key hires demonstrate the firm’s deep commitment to Houston and Texas, its private business owners, families, and local endowments, foundations, and non-profit institutions. The expansion of the team also reflects the growth of the BBH business in Houston and across the state.

Brown Brothers Harriman & Co. (BBH) is pleased to announce that Tricia Levin has joined the firm as the Head of Family Office Solutions. Tricia will lead a new, cross-regional, Family Office Solutions team that provides the comprehensive, multifaceted services required by sophisticated, wealthy families.

The Private Banking arm of Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion and strengthening of its Wealth Management and Corporate Advisory & Banking teams in Philadelphia with the recent hiring of Tom Hyland, Patrick Gleeton, and Luke Hirneisen. These hires reflect the firm’s deep commitment to Philadelphia and the mid-Atlantic region, its private business owners, and local endowments, foundations, and non-profit institutions.

Brown Brothers Harriman & Co. (“BBH”) will mark the fifth anniversary of the BBH Income Fund (the ‘Fund”, ticker BBNIX) on June 27th. The Fund carries an Overall Morningstar Rating of Five stars and is managed by Andrew Hofer, Neil Hohmann, PhD, and Paul Kunz, CFA.

Today, Brown Brothers Harriman & Co. (BBH) released the results of its inaugural Private Business Owners Survey which found that despite challenging economic conditions, from rising interest rates and inflation to geopolitical tensions, and the labor market, business owners are confident in the future of their organizations.

Market volatility and a challenging economic climate have been met with substantial shifts in how and where ETF investors are allocating their capital, according to the findings of Brown Brothers Harriman & Co.’s (BBH) 10th annual Global ETF Investor Survey. BBH is a global ETF-custodian and administrator.

Brown Brothers Harriman & Co. (BBH), today launched ‘The Owners’ Council’, a dynamic and diverse community of women business owners. Sponsored by the BBH Center for Women & Wealth, Council members will come together regularly to share both personal and business insights and experiences, support, and advocate for each other, and grow and benefit from BBH’s shared ecosystem of women leaders.

Brown Brothers Harriman & Co. (BBH), is pleased to announce that Matt Levering has joined the firm’s Private Banking business as Senior Vice President in the Philadelphia office. Matt joins the Corporate Advisory & Banking team providing corporate finance advice and capital to privately held businesses across the mid-Atlantic region. In his new role, Matt will focus on expanding BBH’s network of private business owners as well as BBH’s portfolio of loans. Matt joins BBH from PNC Capital Markets, where he was a Managing Director, and most recently, oversaw the pro rata syndicate desk for PNC’s eastern footprint, which spans Maine to Florida.

The Private Banking arm of Brown Brothers Harriman & Co. (BBH) is pleased to announce significant growth in its Nashville office, including the addition of two new senior professionals to its staff. This comes at a time of notable growth for the region itself and is reflective of BBH’s commitment to Nashville, its private business owners and their families.

Brown Brothers Harriman & Co. (“BBH” or the “Firm”) is pleased to announce the appointment of Robert G. Rusk as a Senior Advisor to the Firm. Mr. Rusk will work across BBH’s Private Banking line of business, assisting BBH Capital Partners with investment sourcing, evaluation, execution, and post-investment value-added oversight, as well as advising the Corporate Advisory and Banking and Commodities & Logistics teams.