HB was ranked near the top of Financial Advisor magazine’s list of RIA Firms Ranked by Asset Growth in the $1 billion and over category in 2011, 2012, and 2013.
Homrich Berg Appoints Robin Aiken as Director
Homrich Berg Appoints Robin Aiken as Director
ATLANTA – Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce the appointment of Robin S. Aiken, CFP[reg-circle], as Director for the firm.
Robin joined Homrich Berg in 2005 after working with an independent financial planning firm for eight years. She has over fifteen years of wealth management experience focused on investment planning, retirement planning, cash flow analysis and income tax planning. Robin holds a Bachelor of Arts degree from the University of the South, Sewanee.
HB Appoints Thomas J. Houle as Director of Business Development
Tom Houle Appointed as Director of Business Development
ATLANTA – Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce the appointment of Tom Houle as Director of Business Development. In this role, Tom will oversee new client acquisition as well as contributing to the marketing and client service efforts for the firm.
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.
“I am excited to join the team at Homrich Berg. I have been impressed with the firm’s holistic approach to serving clients for many years, and look forward to leveraging their extensive resources to help them continue to grow.” says Houle.
“My partners and I are excited to welcome Tom to Homrich Berg. He has all the qualities we were looking for in this key role.” said Andy Berg, Chief Executive Officer of Homrich Berg.
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.
Andy Berg named to the Top 100 Independent Financial Advisor list
HB co-founder and CEO Andy Berg was named to the Top 100 Independent Financial Advisor list by Barron’s in 2008, and has been on the list ever since. He is the only local full service wealth management advisor on the list.
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