Kellie Weir of Brown Advisory is a member of XPX Austin

Kellie Zesch Weir

Portfolio Manager

Austin, Texas

Professional Profile

Call Me When

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.

Contact Method


  • Investor
  • Wealth Planner
  • Professional Certifications


    Functional Expertise

  • Capital markets
  • Cash management
  • Estate planning
  • Financial Modelling
  • Investments
  • Private equity
  • Tax
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Investment Management

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Investment performance, advice, and service


    Austin Founder

    Member Since

    Sponsorship Type


    Chapter Leadership Role

    Events Committee Chair & Founder

    Why I'm a Member of XPX