We are pleased to announce the appointment of Amy Owen, Kevin Campbell, Emily Bentley, and Jamie Hennessy as the newest Principals for the firm. “Amy, Kevin, Emily, and Jamie are important members of our HB team” said Andy Berg, co-founder and CEO of HB. “My partners and I are proud to welcome them as the newest owners of HB.”
|Amy Owen, J.D., LL.M.
Amy serves in the HB Family Office division as an advisor to ultra-high net worth families and family offices and is responsible for a wide variety of their wealth management needs. Learn More.
|Kevin Campbell, CFA
Kevin serves in the HB Family Office division and is responsible for the delivery of comprehensive wealth management and investment advice to ultra-high-net-worth families. Learn More.
Emily helps lead HB Family Office and works with ultra-high net worth families to manage the responsibilities and opportunities of their wealth. Learn More.
|Jamie Hennessy, ACA
Jamie is HB’s Chief Financial Officer. He leads the firm’s accounting, finance and reporting functions. Learn More.