Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce that firm Principal Tricia Mulcare has been selected for the InvestmentNews Magazine 2015 40 under 40 award. This national award recognizes the top young talent among financial advisors from across the country. This year’s class was selected from a national pool of almost 1,200 nominees by a panel of reporters, editors, and others at InvestmentNews. Winners were chosen based on level of accomplishment, leadership, and contribution to the financial industry. Tricia was honored earlier this month along with the other winners at a luncheon in New York on June 1. A short video of Tricia’s comments on her passion for serving clients can be seen here.
Homrich Berg CEO Andy Berg said “We are proud to have so many talented young people on our team here at Homrich Berg, and we are excited to see Tricia recognized nationally for the great work that she does for our clients and in the community.”
Tricia joined Homrich Berg in 2003 and was recently named as a Principal for the firm in 2015. She serves as HB’s divorce specialist and has appeared on the Visions Anew radio show “Divorce Resource.” In addition to writing multiple articles for Atlanta Woman magazine, Tricia has given a “Financial Planning 101″ presentation to various groups across the region. Tricia continues to serve on the Advisory Board for Visions Anew, an Atlanta-based non-profit that empowers divorcing women to successfully create and achieve a new vision for their lives.
Tricia graduated from the Georgia Society of CPAs Leadership Academy in 2007 and served on the Leadership Committee of the Estate and Financial Planning Section. She is currently President of ProWIN – a women’s networking group in Atlanta with the mission of “Building Business by Building Relationships.” In addition, Tricia is on the March of Dimes Executive Leadership Team. She was the Treasurer for the Atlanta Chapter of the I.U. Alumni Association for 10 years and is an active member and Corresponding Secretary of the Buckhead Chapter of P.E.O., a philanthropic education organization.
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 $4 billion for over 1300 family relationships nationwide. For more information, please visit www.HomrichBerg.com.