As you make more money, it’s important to be mindful of lifestyle creep. But Principal Robin Aiken, CFP® also explains it’s OK to allow the occasional indulgence. Read more via Insider.
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What to Do When Your Married Clients Can’t Agree on Retirement Planning
Sometimes retirement planning can cause friction for otherwise-happy couples. Mike Landsberg, Principal at Homrich Berg, says one of these key stress points is when to take Social Security payments. Read the full piece in ThinkAdvisor here.
Stocks Ended Today With a Nice Bounce. Certainty From the Fed Made a Big Difference.
CIO Stephanie Lang says markets may be bracing for Fed policy changes, which is why we’ve seen a slight flattening of the yield curve. Read the full piece by Jacob Sonenshine via Barron’s here.
Meet Homrich Berg’s Newest Principals
Homrich Berg (HB) is pleased to announce the appointment of Ford Donohue, Jeff Rosengarten and Dan Ziznewski as the newest Principals for the firm. “Ford, Jeff, and Dan are important members of our HB team” said Andy Berg, co-founder and CEO of Homrich Berg. “My partners and I are proud to welcome them as the newest owners of HB.”
About Ford
Ford joined Homrich Berg in 2014 and currently leads our research and due diligence efforts in both hedge funds and equities.
Ford is the President and a Portfolio Manager of the Peachtree Alternative Strategies Fund, a fund of hedge funds originally created internally for HB clients who do not pay additional fees to utilize the Fund. In his role as President, Ford is in charge of managing the day to day operations of the Fund. In his role as Portfolio Manager, he leads the effort to source new investment ideas and leads the due diligence efforts on potential and existing portfolio investments. He has extensive experience in analyzing the various hedge fund strategies in which we invest including equity long/short, credit, macro, structured credit, and multi-strategy funds, among others.
About Jeff
Jeff joined Homrich Berg in 2011 after interning with the firm. Jeff earned two Bachelor’s degrees in Finance and Financial Planning from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and serves as the firm’s expert on social security and annuities.
An active member in the community, Jeff is a member of Temple Sinai and recently served on the Board of Trustees and currently serves on the Endowment Investment Committee. Jeff is an active member of the North Atlanta Tax Council and the National Association of Personal Financial Advisors (NAPFA) study group for young, fee-only advisors in Atlanta. Jeff also serves on the boards of the Atlanta Tax Forum and University of Georgia Financial Planning Alumni Board.
About Dan
Dan joined Homrich Berg in 2014 and currently oversees sourcing, due diligence, and manager selection for various private alternative asset classes, including private equity (buyout, growth equity, and venture capital), private debt, natural resources, and other opportunistic strategies. His research and due diligence efforts are implemented into HB’s proprietary funds of funds and client portfolios directly.
Prior to HB, Dan earned his MBA in finance from Emory’s Goizueta Business School, where he served as a Fellow in Emory’s Center for Alternative Investments. Prior to Emory, Dan spent four years at Portfolio Advisors, a private equity, private real estate, and private credit investment firm. As a Senior Associate he performed due diligence on private equity fund managers for the firm’s funds of funds and advisory clients.
Ross Bramwell, CFA
Ross joined Homrich Berg in 2013. He has 20 years of experience across the accounting, financial services, and investment industries. Currently, he serves as a member of the Homrich Berg Investment Committee and manages the firm’s real estate platform. Ross leads the due diligence efforts within real estate which covers commercial real estate, such as multifamily, office, industrial, retail, among others, as well as residential. He also takes the lead on client communications and presentations that focus on the economy and markets. He often participates in client meetings to discuss investment allocations, the markets, and private alternatives.
Prior to Homrich Berg, he served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments including real estate, hedge funds, managed futures, and private equity before he joined Homrich Berg. Ross started his career as an external auditor with Deloitte. He also served as controller for a software company and worked in the internal audit department at ChoicePoint, Inc., where he focused on financial and operational audits and acquisition due diligence.
Ross earned his bachelor’s degree and master’s in accounting from Brigham Young University. Ross lives in Cumming with his wife and four children and enjoys coaching his kids’ sports teams.
Adam Fuller, CFA, CFP®
Adam joined Homrich Berg in 1995 and has been a principal since 2001 focused on managing the investment and planning needs of a diverse base of individuals and families. During his tenure at HB, he has held many other roles in the firm including oversight of compliance, back office services, technology, and the firm’s real estate and energy investments.
Currently, Adam leads the HB Family Office practice where he works with a team to develop and implement a broad range of investment and planning strategies to meet the needs of those families. Adam also serves on the firm’s investment committee, and he has been a speaker at conferences on the topics of alternative investments, wealth transfer strategies, and practice management.
Adam is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. He is also a National Association of Personal Financial Advisors (NAPFA) Corporate Professional.
In his community, Adam is an active member of Northside United Methodist Church, where he has served on numerous boards and committees and as a coach for youth sports teams. He currently serves on the branch board of the Buckhead YMCA.
Adam attended the Georgia Institute of Technology earning a BS in Management with a concentration in Accounting, and Georgia State University earning a MS in Finance with a concentration in Investments.
Homrich Berg Expands Management Team, Adding Chief Risk Officer Kruti Bolick and VP of Operations Randy Schultz
Leading Southeast RIA adds key personnel to support next phase of growth & infrastructure
ATLANTA — December 16, 2021 — Homrich Berg (HB) is expanding its internal infrastructure with the recent additions of Kruti Bolick as Chief Risk Officer and Randy Schultz as Vice President of Operations. The pair join the $10 billion RIA on the heels of its recent expansion in Florida, as the firm continues to build out its physical footprint in the Southeast region. Bolick and Schultz add new levels of expertise to the already deep management team to provide support and direction as HB grows.
As CRO, Bolick will build upon the strong compliance program the firm already has in place led by Chief Compliance Officer Chris Casdia, and focus on holistic risk management to further position the firm for success as it grows organically and through targeted acquisitions. “I’m looking forward to broadening the scope of what HB can do by thinking collectively about compliance, strategic, operational and investment risk,” says Bolick. “The firm is in a promising position for growth and being proactive about risk is critical for success. I’ve worked in the industry for over 20 years and am excited by the culture, values, people and opportunity to serve in a new role here.”
As VP of Operations, Schultz will work closely with COO Kyle Glenn to optimize processes for scale and service quality so that advisors can focus solely on offering advice and support for HB clients. “Customer service is part of my DNA, and HB’s culture of taking care of clients is what drew me to the firm,” explains Schultz. “I love figuring out what can ‘make the flywheel spin faster,’ and by simplifying processes, our teams will be able to focus on what they do best: serving clients.”
“We’re thrilled to add both Kruti and Randy to the team,” adds Thomas Carroll, President of Homrich Berg. “Their experience and expertise will be invaluable, helping us to maintain our client-first focus as we grow.”
Bolick brings over 20 years of financial services industry experience to the firm, previously holding posts at SunTrust, Wells Fargo and PWC. She has a B.B.A. in finance and marketing from Georgia State University and completed the Consumer Bankers Association Executive Banking School. In addition, Bolick is a Certified Fiduciary and Investment Risk Specialist (CFIRS).
Schultz offers deep operations experience from outside the industry, having worked at Home Depot for 10 years in store operations, workforce planning, industrial engineering and optimization processes related to HR, IT and financial impacts. Additionally, he holds a B.S. in management from Georgia Institute of Technology.
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 $10 billion for more than 2,000 family relationships nationwide.
Tom Houle
Tom joined Homrich Berg in March 2013 as a Director. Tom is the Business Development Officer for the firm and oversees new client acquisition as well as contributing to the marketing and client service efforts.
Tom has over 16 years experience advising and assisting high net worth families with the investment of their financial assets. Most recently, Tom was the President of WinCup Plastics, which acquired Cardinal Unijax, LLC, where he was the founder and CEO. Before founding Cardinal in 2006, Tom served as Managing Director and Regional Manager of Private Wealth Management at Goldman Sachs in Atlanta, Georgia. He joined Goldman Sachs in Dallas in 1990 to advise individuals and corporations, with a focus on asset diversification and equity investments. Subsequently, Tom became the Regional Manager of the Dallas office.
Tom received his M.B.A. in Finance from the University of Texas at Austin and his Bachelor’s degree from The University of Notre Dame.
Casey Forbes
Casey joined Homrich Berg in April of 2013 after interning with the firm in the summer of 2009. She graduated with a Bachelor’s degree in International Business from Auburn University.
While at Auburn, she was an active member of the Pi Beta Phi sorority and served on the University Program Council, which organized campus events.
In her free time, Casey enjoys reading, traveling, and spending time with family and friends.
Margo Bryk
Margo joined Homrich Berg in April 2008. She is currently a Director of the firm and is responsible for assisting clients in every facet of their financial situation from investment and tax issues to long-term projections and estate analysis. She began her career with the financial services group of American Express providing financial planning and investment advice to individuals. Upon relocating to Atlanta in 1994, she worked at Creative Financial Group as a planning assistant for 14 years.
Margo received a Bachelor’s degree in Economics with a concentration in Statistics from Rutgers University in New Brunswick, NJ. Away from work, she enjoys playing tennis, is an avid reader, and is a devoted fan of the Atlanta Braves. She and her husband (Eric) have three children.
Trent Arnone, CFP®
Trent joined Homrich Berg in January 2017 and is currently a Director. In this role, he and his team work with a diverse client base consisting of working professionals, retirees, and corporate executives. Through collaboration and comprehensive planning, he works alongside his clients to help them achieve their financial goals.
Before HB, Trent spent two years with Fort Washington Investment Advisors in Cincinnati. He received his Bachelor’s degree in Finance from the University of Cincinnati and is a CERTIFIED FINANCIAL PLANNER™ professional.
Trent is an active member of the National Association of Personal Financial Advisors (“NAPFA”), a professional association of Fee-Only financial advisors. He co-leads NAPFA’s Atlanta Study Group and serves as membership chair on the south region board. He is also an Atlanta Habitat for Humanity Young Professionals Group member participating in homebuilding projects and professional development events.
In his spare time, Trent enjoys spending time with his family and friends, traveling, and rooting for the Chicago Bears and Cincinnati Bearcats. He lives with his wife, daughter, and two-year-old Cavapoo in West Midtown.
Julian Davis, CPA, CFP®
Julian joined Homrich Berg in October 2015. He and his team work with their clients to help them achieve their financial goals through cash flow management, investing, and planning. His intimate knowledge of clients’ situations and of the financial planning process allows him to be proactive in identifying solutions for them while also being responsive to their various financial needs as they arise. In addition to his role serving clients, Julian was the founding chairperson of HB’s DEI Committee, and he continues to be deeply involved in the firm’s efforts to create an inclusive environment to better serve our broader community.
Previously, he spent five years with Ernst & Young in Atlanta. There he worked in the Assurance and Tax service lines. He also held leadership roles in EY’s flagship education corporate responsibility initiative.
Julian earned his Bachelor’s degree in Business Administration with a concentration in Accounting from Morehouse College and went on to receive his Master’s in Accounting from the University of Virginia. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), is a member of the Association of African-American Financial Advisors, and the Georgia Society of Certified Public Accountants. Julian participates in volunteer events throughout Atlanta including pro-bono financial planning events and coaching little league sports.
Julian was recognized as a 2023 Association of African American Financial Advisors (AAAA) 50 Under 50 nominee. He was also recognized as a 2022 Top 40 Under 40 honoree by InvestmentNews. He was chosen from a pool of more than 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews, earning a spot on the final list of 40 talented individuals.
In his spare time, Julian enjoys spending time with friends and family, including his wife and two young children, rooting on the hometown teams, and traveling.
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