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BCFAS Advisory Board

Mission Statement

The mission of the Advisory Board is to serve as the advisory body to the BCFAS Board by being a resource for the Board on its strategic direction and operational responsibilities, aimed at providing continuity of leadership and building a stronger BCFAS within the community.


• Preserve critical institutional knowledge and experience of the BCFAS Board

• Offer counsel and guidance to the BCFAS Board

• Support and advise BCFAS goals, initiatives, programs, and committees

• Raise awareness, visibility, and relevance of the BCFAS

• Leverage professional network for BCFAS members and institutions

• Enhance and strengthen ties between the BCFAS Board and the CFAI

• Advocate for the BCFAS at both the Maryland state level and the CFAI level


Advisory Board


Amy Y. Zhang, CFA -

  • Managing Director, Senior Portfolio Manager, Brown Capital Management


Carol Boykin, CFA 

  • President, Bolton Partners Investment Consulting Group

Steven G. Brooks, CFA

  • Vice President, T. Rowe Price Associates

Eric Sheldon, CFA

  • Director, Cantacuzene Family Office

Timothy W. Hathaway, CFA

  • Partner, Portfolio Manager, Brown Advisory

John D. Linehan, CFA

  • Head of U.S. Equity Division, Chairman of the Equity Steering Committee, Member of the Management Committee, T. Rowe Price Associates

Hugo J. Warns III, CFA

  • Senior Vice President, Director of Research, Board Member, StifelNicolaus and Company