News Summary

Brown Advisory Welcomes Emma Rives as Private Client Portfolio Manager

 

Chapel Hill, NC – Brown Advisory, a private and independent investment management and strategic advisory firm, is delighted to announce that Emma Rives has joined the firm as private client portfolio manager. Emma will manage multi-asset portfolios across public and private markets, working closely with individuals and family office clients throughout North Carolina’s Triangle and surrounding areas. 

Emma joins Brown Advisory with an extensive background in comprehensive investment management, working most recently as a Senior Financial Advisor at Wells Fargo, a position she held for eight years. She also spent five years at Merrill Lynch as a Financial Advisor. In these roles, Emma created custom investment strategies for clients, incorporating tax, estate planning and risk management solutions to support long-term financial plans. 

“Emma joining our team reinforces our dedication to delivering best-in-class investment management and client service,” said Jon Jester, portfolio manager and Carolinas operating officer. “Her extensive experience in managing complex portfolios and fostering long-term client relationships will enhance the tailored solutions we provide, and we are happy to welcome her as we continue to grow in the Carolinas.”

As a portfolio manager at Brown Advisory, Emma will collaborate with its investment research, client service and strategic advisory teams to create personalized strategies that align with each client's unique financial objectives.

“Emma’s investment and advisory expertise will be a great asset to our team,” said Stuart Dorsett, chief strategic advisory officer & head of Carolinas office. “Her ability to navigate complex financial landscapes and build lasting client relationships will strengthen our commitment to delivering thoughtful, customized investment solutions.”

Emma holds a B.A. in Economics from Sewanee: The University of the South. In addition to her professional responsibilities, she is an active member of her community, participating in volunteer work at Christ Church and St. Timothy’s School in Raleigh, North Carolina.


With over 12 years of experience in portfolio management, Emma Rives specializes in guiding clients toward their long-term financial goals. Her expertise in tax-efficient investing, multi-generational planning and customized investment strategies ensures that clients receive thoughtful solutions tailored to their needs. Let us know if you have a question or would like to start a conversation.
 

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