
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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