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MEMBER PROFILE

 

Kellie Weir

Brown Advisory

 

Member profile details

Membership level
San Antonio
First name
Kellie
Middle Initial
Zesch
Last name
Weir
Title
Portfolio Manager
Company
Brown Advisory
 

CONTACT INFORMATION

Photo
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State
Texas
 

PROFILE INFORMATION

Profession
  • Investor
  • Wealth Planner
Functional Expertise
  • Capital markets
  • Cash management
  • Estate planning
  • Exit/Transition Planning
  • Financial Modelling
  • Investments
  • Private equity
  • Tax
  • Trusts
Client Industry(ies)
  • Agriculture and Mining
  • Business Services
  • Computer and Electronics
  • Consumer Services
  • Education
  • Energy and Utilities
  • Financial Services
  • Government
  • Health, Pharma and Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate and Construction
  • Retail
  • Software and Internet
  • Telecommunications
  • Transportation and Storage
  • Travel, Recreation and Leisure
  • Wholesale and Distribution
Professional Certification(s)
CFA
In Business Since
2003
Call me when...
Please call me when you need investment management or wealth planning advice, including portfolio structure, asset allocation, manager selection, tax planning for selling a business, how to structure an estate, how to best use trusts for spousal and wealth transfers to the next generation, how to factor sustainability into your portfolio, or how to realize your philanthropic goals.
How to contact
Business Focus
Investment Management
Client Results
Investment performance, advice, and service
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