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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…

HB Invests in Risk Management Expertise

Our new Chief Risk Officer Kruti Bolick discusses the proactive approach we’re taking to risk management as we pass $10B in AUM and expand outside the Atlanta region via RIABiz…

Homrich Berg Acquires $1.5B RIA Oakbridge Partners

ATLANTA — April 4, 2022 — Homrich Berg (HB) is pleased to announce that the firm is expanding its presence in metro Atlanta with the addition of Oakbridge Partners, a…

Homrich Berg Adds Two Senior Leaders In Wealth Planning Roles

Abbey Flaum and Isaac Bradley bring depth and expertise to $12B RIA ATLANTA — September 19, 2022 — Homrich Berg is excited to welcome two key client service additions as Abbey…

Homrich Berg expands Family Office Division with the addition of Lauren Vick Burthey as Director

ATLANTA–(BUSINESS WIRE)–Homrich Berg is excited to announce the addition of Lauren Vick Burthey as a Director in the Family Office division. Burthey joins the $13 billion, Atlanta-based RIA to contribute to…

Homrich Berg expands Southeast Presence

ATLANTA–(BUSINESS WIRE)–Homrich Berg (HB) is pleased to announce its expanded presence in the Southeast with the addition of Calvary Wealth, a $145 million RIA based in Augusta, GA and Columbia, SC. The…

Homrich Berg Moves Forward with Leadership Transition Plan

Internal succession plan sees Thomas Carroll move from President to CEO, succeeding co-founder Andy Berg ATLANTA – September 12, 2023 – Thirty-four years after Andy Berg co-founded Homrich Berg, one…

New Principal and Director have joined Homrich Berg

Homrich Berg Adds Depth to HB Family Office Team with New Principal and Director

Principal Billy Levine and Director Alex Arnold join the $14B Atlanta RIA ATLANTA – December 4, 2023 – Homrich Berg is excited to welcome Billy Levine as a Principal, enhancing…

Congratulations to Robin Aiken for ranking #7 out of 44 within GA

Congratulations to Robin Aiken for ranking #7 out of 44 within Georgia for Forbes/SHOOK’s 2024 Top Women Wealth Advisors Best-In-State! Click here to review the full list: https://bit.ly/4bxgp8c and to read the…