HB Named to Atlanta Business Chronicle’s 2022 Best Places to Work List

We are proud to announce that we made Atlanta Business Chronicle’s 2022 Best Places to Work List.

Check out our careers page to see just why HB is the best place to work!

Homrich Berg Expands Investment Team, Adds Sarah Hauptman as Director of Real Estate

$11B Atlanta-based RIA responds to investor interest in real estate investments, enhances suite of private investment offerings.

ATLANTA —April 21, 2022 — In response to continued client demand for private real estate investments, Homrich Berg (HB) has added real estate industry expert Sarah Hauptman as Director of Real Estate. She joins current HB Principal Ross Bramwell on the real estate sourcing and due diligence team.  HB has invested directly in individual real estate properties for over 25 years in HB client portfolios, and has committed over $300 million to direct real estate investments for HB clients during the past five years alone.

With over 15 years of experience in commercial, multifamily and other real estate sectors across industries like industrial and hospitality, Hauptman brings next-level expertise to the dedicated HB investment team. Hauptman’s background working with institutional investors in the private real estate space provides a deep network and knowledge that will benefit HB clients looking for private real estate investments. “I’m eager to leverage my experience in a new way to help expand Homrich Berg’s private investments platform,” explains Hauptman. “I’ve worked in the Sunbelt region over the last several years, and I’m excited to help clients capitalize on the potentially lucrative opportunities in this growing region.”

Additionally, HB’s expanded private markets offerings will provide clients an option for potentially hedging against rising inflation. Thomas Carroll, President of Homrich Berg, explains how this mindset — and the growing popularity of private investments — confirmed the need for adding another real estate expert like Hauptman to the team.

“Real estate is an easy to understand, tangible asset, which makes it an attractive alternative investment option to consider, especially down here in the Sunbelt region,” explains Carroll. “We’re excited to have Hauptman join our real estate team and bring her network and skills in the real estate investing space, working hand in hand with our already extensive bench of private investments experts.”

Hauptman, an Atlanta native, recently moved back to the region after spending time in Dallas working with E2M Partners, Compatriot Capital and most recently Banner Oak Capital Partners, where she managed industrial assets across the Southeast region.

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.

Understanding Lifestyle Creep — and How to Avoid it

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.

Everyone Is Moving to Florida. What That Means for Financial Advisors and Their Clients.

As many RIAs migrate to Florida, we always knew it was a natural fit for our expansion out of Georgia. Read more about this trend and our very own President Thomas Carroll’s take via Barron’s.

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.

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.

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.

CIO Stephanie Lang, CFA Breaks Down Recent Market Trends

“If you look at what drove the market in 2021, a lot of that will still be there next year, but it’s going to be somewhat moderated,” explains Homrich Berg CIO Stephanie Lang, CFA on Yahoo! Finance when discussing market outlook.

CIO Stephanie Lang, CFA Cautions Investors About the Recent EV Rally

EV companies have rallied recently, but CIO Stephanie Lang, CFA cautions that when valuations are stretched and without basis, things could end badly for investors. Read her take on the EV space here