Loading profile…
People · Banks
Head of Investment and Portfolio Strategy at Brown Brothers Harriman
Managing Director, Head of Investment and Portfolio Strategy · Brown Brothers Harriman
Bree Sterne — Managing Director, Head of Investment and Portfolio Strategy · Brown Brothers Harriman · United States.
Direct contact
No direct contact on file for Bree yet.
Experience
Managing Director, Head of Investment and Portfolio StrategyCurrent
Jan 2026 – Present
Principal, Senior Investment Strategist
Bessemer Trust
Jul 2018 – Dec 2025
Education
- Harvard University — BA
- The Wharton School — Master of Business Administration (M.B.A.)
Skills
Financial ModelingValuationBloombergEquity ResearchResearchEquitiesCorporate FinanceInvestment ManagementFinancial AnalysisMicrosoft OfficePrivate EquityInvestmentsData AnalysisMicrosoft ExcelMicrosoft PowerPointFactSetBusiness AnalysisAnalytical SkillsFinancial AccountingMarket ResearchOil & GasProblem Solving