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B. Wistar Morris III

Principal & Client Strategist

Brown Advisory

United States, Virginia, Norfolk

About Me

Wistar is a partner and client strategist in Charlottesville. He advises families on asset allocation, portfolio construction, family and business succession, estate planning, and philanthropic strategies. He joined the firm in 2018 as a result of the partnership between Brown Advisory and Signature Family Wealth Advisors. Wistar’s previous experience includes working as executive director and general counsel roles for the University of Virginia's Miller Center Foundation, and as an attorney at Fulbright & Jaworksi, L.P. in Washington, D.C.

Profile Information

Principal & Client Strategist

Brown Advisory

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Norfolk

Virginia

United States

May 15, 2024

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