Trey Tune
Director/Board Member at FIDUS INVESTMENT CORPORATION
Net worth: 121 200 $ as of 29/04/2024
Profile
Mr. Edward X.
Tune is a Portfolio Manager at Brown Advisory LLC.
He provides strategic investment advice to individuals, families and related institutions.
He is also a Partner of the firm.
Prior to joining Brown Advisory, Mr. Tune was a managing director at Brown Brothers Harriman where he served in a variety of client-facing and leadership roles in Charlotte and Chicago for 14 years.
Most recently, he was chief operating officer and chief financial officer for BBH’s wealth management unit.
Prior to that, he served as a vice president and investment advisor with Stein Roe & Farnham in Chicago for 8 years.
He received his undergraduate degree from Washington & Lee University and an MBA from The University of Chicago Booth School of Business.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
20/03/2024 | 6,000 ( 0.02% ) | 121 200 $ | 29/04/2024 |
Trey Tune active positions
Companies | Position | Start |
---|---|---|
FIDUS INVESTMENT CORPORATION | Director/Board Member | 06/03/2019 |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Portfolio Manager-Equities | 30/11/2013 |
Former positions of Trey Tune
Companies | Position | End |
---|---|---|
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Director of Finance/CFO | 31/03/2012 |
Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Corporate Officer/Principal | 30/12/1998 |
IFF
IFF Financial ConglomeratesFinance IFF engages in the provision of financial and lending services. It offers capital solutions, real estate services, community development, and policy and research services. The company was founded in 1988 and is headquartered in Chicago, IL. | Director/Board Member | - |
Training of Trey Tune
Washington & Lee University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Finance |
IFF
IFF Financial ConglomeratesFinance IFF engages in the provision of financial and lending services. It offers capital solutions, real estate services, community development, and policy and research services. The company was founded in 1988 and is headquartered in Chicago, IL. | Finance |
Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Miscellaneous |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Finance |
Fidus Investment Corp.
Fidus Investment Corp. Investment ManagersFinance Fidus Investment Corp invests in lower middle market companies located in the United States & Canada with an EBITDA of greater than USD 3 million and revenues of USD 10 - 150 million. The fund focuses on a broad range of sectors and industries. It provides financing in the form of first lien, unitranche, second lien, mezzanine, preferred stock and common equity for buyout, change of control, business expansions, add-on acquisitions, transformational growth initiatives, refinancings and dividend recapitalizations with an investment size of USD 5 - 100 million. It also makes co-investments. | Finance |
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