Homrich Berg Appoints Bill Bolen Principal

ATLANTA – Homrich Berg is proud to announce the appointment of William H. Bolen, Jr., CFA, as Principal for the firm.

Bill is a leader in the firm’s Family Office practice and also leads Marketing efforts for the firm.  He provides leadership for Investments in the areas of investment strategy and alternative investments, including writing economic and investments commentaries for the firm and speaking regularly about these topics including appearances on CNBC.

Bill joined Homrich Berg in 2009 as a Director after serving as CFO of the Terwilliger Family Office and as President/COO of the Atlanta Dream WNBA sports franchise.  Bill brings a wide range of expertise to the firm, ranging from family office management and investment management to executive advisory services and professional services management.  He started his professional services career as a manager at McKinsey & Company’s Atlanta office before co-founding The DaVinci Group, a successful strategy and marketing consulting firm based in Atlanta that eventually became TopRight.

An active member of the community, Bill serves on the Board of Directors for the Piedmont Park Conservancy, Board of Directors for the Ansley Park Civic Association, and the Board of Advisors for the Metro Atlanta Chamber of Commerce where he also serves on the Transportation Committee.

Bill was chosen as one of the Atlanta Business Chronicle’s Top 40 Under 40 in 2008.  He received his M.B.A. with distinction from Harvard Business School and graduated summa cum laude from the University of Alabama with a B.S. in marketing where he received the Outstanding Senior Award for the University.

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.