ATLANTA — May 24, 2021 — Homrich Berg continues to acquire next-level talent to add to its expert team of wealth management professionals with the addition of William (Bill) Mehserle Jr. Mehserle joins the $9.5 billion RIA as a Director, coming from FourThought Private Wealth, a $950 million RIA in Venice, Florida, where he was an owner at the firm. In his new role, he will be an integral part of the team, working with high-net-worth clients to help them reach their financial goals as well as bringing an entrepreneurial perspective to the firm.
“It’s rare to find a talented advisor who has experience building their own firm but also has so much of their career ahead of them. Bill will bring the expertise and fresh viewpoint we’re always looking for as we grow,” says Thomas Carroll, President at Homrich Berg.
With a degree in chemical and biomolecular engineering from the Georgia Institute of Technology, Mehserle pivoted his career to the wealth management space in 2013 after co-founding several start-up businesses. His departure from FourThought was amicable after his successful years as a leader with that advisory team, as he and his wife sought to move back to Atlanta and join a larger firm environment for this next stage of his career.
“The wealth management space has parallels to chemical engineering in bringing creativity to a problem-solving process, but what chemical engineering lacked was a personal connection. As an advisor, I am fortunate to develop relationships and see the impact of helping individuals and families potentially meet their life-long goals,” explains Mehserle of how he landed in financial services. “Homrich Berg’s values, culture and people made it an easy choice for me as the place to continue to grow my career. I have the utmost respect for Andy and the leadership team, and I believe that HB shares my entrepreneurial mindset to innovate in how we serve clients while staying true to the core values of being a fee-only, fiduciary firm.”
In addition to providing comprehensive financial planning and investment management to high-net-worth clients, Mehserle will assist in the development of the firm’s use of technology in client service as it continues to grow.
Recognized by Forbes as a Top Next-Generation Advisor in 2018 and 2019, Mehserle is a CFP® professional, Accredited Investment Fiduciary®, a member of the Financial Planning Association and Investment and Wealth Institute. In addition to graduating Summa Cum Laude at Georgia Tech, Mehserle has a Certificate in Financial Planning from Emory University and is currently a candidate at Yale University to be a Certified Private Wealth Advisor.
Mehserle is active in his community and with public service, currently serving on the Board of Directors for Gulf Coast Community Foundation, Sheriff’s Advisor Board and Family Promise of South Sarasota County. In addition, he was formerly involved with The Loveland Center, The Venice-Nokomis Rotary Club and Venice Area Young Professionals. With this new role, Mehserle will be relocating to Atlanta with his wife and dog.
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 $9.5 billion for more than 2,000 family relationships nationwide.