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

kweir@brownadvisory.com

Profession

  • Investor
  • Wealth Planner
  • Professional Certifications

    CFA

    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

    Membership

    Austin Founder

    Member Since

    Sponsorship Type

    Founding

    Chapter Leadership Role

    Events Committee Chair & Founder

    Why I'm a Member of XPX

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