Joe is a portfolio manager and the chief investment officer of Meritage Capital. Joe joined Brown Advisory in May 2018 as a result of the combination between Brown Advisory and Meritage Capital. Joe has more than 38 years of industry experience and helped develop Meritage Capital’s investment philosophy. He also chaired Meritage Capital’s investment committee and oversaw manager due diligence, portfolio construction and risk management of Meritage Capital’s commingled funds, liquid alternatives strategies and custom portfolio solutions. Prior to combining firms with Meritage, Joe founded Centennial Partners, LLC, a Memphis, Tennessee-based investment management firm where he was chief inv

Joe Wade
Partner
Brown Advisory
United States, Texas, Austin
About Me
Profile Information
Partner
Brown Advisory
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Austin
Texas
United States
Jul 23, 2024
More profiles to browse
Maneesh Bajaj
Portfolio Manager, U.S. Flexible Equity Strategy
Christopher Casey
Portfolio Manager
Catherine Mcdonnell
Portfolio Manager
SL
Susanne Linhardt
Investment Director
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST