ATLANTA — May 11, 2021 — Homrich Berg is pleased to announce the addition of Jamie Hennessy as its new Chief Financial Officer. He replaces Tony Guinta, who is stepping down from the CFO position at the end of May to focus on a more limited advisory role after more than 20 years at the firm. Hennessy comes to the $9.5 billion, Atlanta-based RIA with 13 years of industry experience and CFO know-how, and is an expert in creating scalable reporting and accounting software solutions.
“Jamie is very talented,” says CEO and co-founder Andy Berg, “and his understanding of where we stand and where we want to go allows him to quickly become an integral part of the team. His work to scale up our management reporting and accounting software will be important as the firm continues our strong growth trajectory.”
As CFO, Hennessy will support the firm by implementing real-time finance and reporting metrics to help the management team optimize the decision-making process and prepare for multi-state operations. In addition to his finance acumen, Hennessy brings an entrepreneurial mindset to the firm as he most recently founded and served as CFO and COO of BiotechExec, a company offering commercialization solutions and senior business executives for emerging companies.
“The collaborative mindset of Homrich Berg is really what drew me in. Each partner’s input is valued and that’s critical to the successful, long-term growth the firm has had. I’m excited to be part of a team dedicated to serving clients’ best interests,” explains Hennessy. “I’m looking forward to building on the foundation and legacy Tony has built as CFO. My goal is to lead our team in supporting growth initiatives, implementing new accounting software, creating more nimble management reporting, and ensuring our financial structure maximizes our ability to serve our clients.”
Prior to his recent entrepreneurial venture, Hennessy served as CFO of Wentworth Management Services, handling finance, accounting and external reporting, and acted as controller for SunTrust’s Private Wealth Management line of business where he worked with current HB President Thomas Carroll. He is also a member of the Institute of Chartered Accountants in England and Wales (ICAEW), the U.K.-equivalent of the CPA institute.
Having lived in Atlanta previously, Hennessy returns to the area with his wife, daughter and two dogs. Hennessy is originally from the U.K. and graduated from the University of Bath, before spending time working and living in both Wales and Australia. Hennessy is an avid golfer and both he and his wife enjoy spending time traveling to new locales.
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.