ATLANTA – Homrich Berg (“HB”) announces the appointment of Stephanie Lang, CFA, Wayne Moss, CFP®, Tricia Mulcare, CPA, CFP®, Paul Ribes, CPA, and Frank Waterson, CFP® as Principals at the firm. “All five of our new shareholders have been instrumental in our growth and have consistently exhibited dedication to HB and our clients,” said HB’s CEO, Andy Berg. “My partners and I are proud to welcome them as the newest owners of HB.”
Stephanie Lang, CFA, joined Homrich Berg in 2005 and serves as the Chief Investment Officer. Stephanie oversees a team of professionals within the Investment Department and is responsible for leading the Investment Committee, asset allocation recommendations, manager selection and monitoring of traditional and alternative investments. Stephanie earned a master’s in business administration from Georgia State University and graduated magna cum laude with a bachelor’s degree from the University of Georgia.
Wayne Moss, CFP® joined Homrich Berg in April of 2008 after spending 10 years at Creative Financial Group. As a relationship manager, his primary focus is to provide comprehensive financial planning services to a client base of corporate executives and retirees. Wayne graduated cum laude with a bachelor’s degree in finance and a minor in economics from Shorter College.
Tricia Mulcare, CPA, CFP® joined Homrich Berg in 2003 after spending four years with Ernst & Young. Tricia successfully oversees a Client Service team that works with a large, diverse group of HB clients. Tricia also serves as HB’s divorce specialist. She is very active in the community and graduated from Indiana University earning a bachelor’s and master’s degree in Accounting.
Paul Ribes, CPA joined Homrich Berg in 2013 as Chief Operating Officer. In this role, he is responsible for aligning employee engagement and team structure with the firm’s vision and strategy, as well as overseeing day-to-day operations, technology, administration, and major projects. Previously, Paul was the director of financial planning and analysis for Invesco in Atlanta. Paul received his Bachelor’s degree in Accounting from Louisiana State University.
Frank Waterson, CFP® joined HB in 2004 after beginning his career advising Fortune 500 executives at Ayco, a Goldman Sachs company. Frank leads a large client service team at HB and has been instrumental in implementing HB’s sophisticated investment and estate planning strategies. He graduated Cum Laude from Siena College in Loudonville, N.Y.
About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $3.8 billion for over 1300 family relationships nationwide. For more information, please visit www.homrichberg.com and www.homrichbergfamilyoffice.com