Brandon Parrish, CFA, CAIA, is a seasoned investment executive and Partner at Brown Advisory, where he leads the management of over $4.5 billion in discretionary Endowment & Foundation (E&F) assets. With a career spanning more than 15 years, Brandon brings an exceptional blend of technical expertise, strategic thinking, and client-first execution to his role as an OCIO (Outsourced Chief Investment Officer) portfolio manager. Based in Brookline, Massachusetts, his reputation as a thoughtful leader in institutional investing is matched by his dedication to mentorship, governance, and innovation across the asset management landscape.
Since joining Brown Advisory in 2018, Brandon has guided clients through increasingly complex market environments, stewarding diversified, multi-asset class portfolios that range widely in liquidity and strategy. He conducts approximately 40 investment committee meetings annually, leading discussions that touch on capital markets, governance policies, and strategic portfolio reviews. A generalist by research orientation with a strong grounding in both marketable and private credit strategies, Brandon also applies a historical lens to investing—balancing the long-term with actionable insights grounded in rigorous data modeling and experience.
At Brown Advisory, he is not only a portfolio architect but also a team leader and culture carrier. He manages a team of analysts through a case study-driven approach, elevating their investment knowledge and client communication skills. His contributions extend beyond investment implementation—he has developed proprietary tools including asset allocation models and private equity cash flow models, as well as authored several thought pieces on long-term investing strategies. In 2024 alone, Brandon devoted nearly half his time to cultivating relationships with clients, asset managers, and strategic partners across the U.S.
Prior to joining Brown Advisory, Brandon served as an Investment Consultant at NEPC, LLC, where he played a key role on the Family Office team. There, he helped secure over $2 billion in new client assets while serving portfolios exceeding $500 million on average. He also held a seat on NEPC’s Asset Allocation Committee, influencing firmwide views and investment recommendations, and helped expand internal capabilities for taxable clients while leading a team of analysts. His tenure was marked by a blend of research, client service, and business strategy execution.
Earlier in his career, Brandon worked at BNY Mellon managing charitable and family office portfolios totaling $500 million, and at State Street Corporation, where he gained deep experience in structured products and credit risk. Across these roles, he developed the analytical and operational foundation that continues to support his high-level strategic thinking today.
Brandon holds a Master of Science in Finance from Boston College and a Bachelor of Science in Finance from Roger Williams University, where he was a two-year captain of the men’s varsity basketball team, a 1,000-point scorer, and a nominee for the Division III Academic All-American team—a testament to his leadership, discipline, and team-first mindset.
Known for his intellectual curiosity, steady temperament, and commitment to continuous improvement, Brandon Parrish is a trusted advisor to boards, investment committees, and peers. Whether traveling to meet clients or mentoring the next generation of investment professionals, he exemplifies the kind of principled, forward-looking leadership the modern investment world demands.
Character
Brandon Parrish is a principled and steady leader who consistently earns trust through his disciplined approach, long-term mindset, and dedication to client outcomes. His integrity, humility, and team-oriented values are evident in both his leadership style and his commitment to developing others.
Knowledge
With more than 15 years of investment experience and dual designations as a CFA and CAIA, Brandon brings deep expertise in multi-asset portfolio management, credit strategies, and historical market insights. He combines technical skill with intellectual curiosity to develop innovative models and thought leadership that guide sound investment decisions.
Strategic
Brandon excels at navigating complex financial landscapes through a forward-looking, data-driven approach to portfolio construction and governance. His ability to lead investment committees, drive asset allocation policy, and cultivate long-term partnerships reflects his strength in aligning strategy with client objectives.
Communication
An articulate and thoughtful communicator, Brandon engages effectively with boards, clients, and colleagues by translating complex investment ideas into clear, actionable insights. He fosters trust through consistent dialogue, educational engagement, and a focus on long-term relationship building.
