Billy Levine

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Billy Levine is a Principal in the HB Family Office division. He works with a variety of wealthy families to manage the responsibilities and opportunities of their wealth across generations. Billy brings over 17 years of experience in wealth management to his clients, serving as a lead advisor to multi-generational families, executives, and business owners.

Before joining HB, Billy was a Senior Wealth Advisor at SunTrust, which then became Truist Wealth, for more than eight years, managing the Atlanta wealth management office and then leading client relationships to deliver a comprehensive suite of wealth management services. Prior to SunTrust, he was an Executive Director in the Atlanta office of JP Morgan Private Bank for more than nine years advising clients on their complex wealth management needs. Billy’s career in financial services includes his role as a Vice President in the Investment Banking Department with SunTrust Robinson Humphrey where for more than eight years he delivered M&A and capital raising advice to growth companies and family businesses.

An Atlanta native, Billy is deeply committed and involved in civic activities in the Atlanta community. He currently serves on the Board of Directors of the Atlanta Speech School and was a prior Board Chair. He also is a Life Member of the Winship Cancer Institute Advisory Board and served as a prior Board Chair. He is a member of the Rotary Club of Atlanta and served in a variety of club leadership positions. He is a member of the Diversity, Equity, and Inclusion Committee at Westminster. He serves on the American Jewish Committee’s Atlanta Board of Councilors as well as the Chick-fil-A Peach Bowl Board of Advisors. Billy is an active member of The Temple where he is the Chair of the Lynne & Howard Halpern Endowment Fund Board.

Billy earned his BA in Economics with a Business Administration minor from Boston University and his MBA from the University of Chicago Booth School of Business with a concentration in finance and accounting.

In his free time, Billy enjoys traveling, golf, skiing, musical theater, and pretty much any Atlanta sports team.

 

Sarah Lane

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Sarah joined Homrich Berg in November 2023. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She previously worked at Truist Wealth as a Wealth Support Specialist where she assisted a team of advisors to provide support to clients and their financial leads, as well as opening accounts and managing day-to-day transactions. Before that, she was a Relationship Banker at SunTrust where she worked with retail and business clients for all banking needs.

She graduated from Georgia Southern University with a bachelor’s degree in economics in 2017.

Sarah lives in Brookhaven and enjoys spending time with family and friends, traveling to new places, and trying new foods.

 

Alex Arnold

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Alex joined Homrich Berg in November 2023 as a Director within the HB Family Office. He helps ultra-high-net-worth families navigate every aspect of their financial lives, making complex decisions more manageable and meaningful. Alex brings over 17 years of experience in investment management and estate planning to his clients, serving as an advisor to multi-generational families, executives, and business owners.

Before HB, Alex was a Wealth Advisor with SunTrust, which then became Truist Wealth, for 11 years, where he worked with high-net-worth families to address their investment management, financial planning, banking, and credit needs. Prior to this role, he spent six years at Wachovia within the Private Banking group providing comprehensive advice to affluent clients.

Originally from Manchester, UK, Alex holds a Bachelor of Arts with Honors in History from University College London.

He lives in Candler Park with his wife and two sons and enjoys traveling, music, and reading.

Ryan Hawks

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Ryan joined Homrich Berg in June 2023 as the Business Intelligence Manager. He is responsible for overseeing data infrastructure solutions, automated data visualizations, and reporting process improvements across the firm.

Prior to joining HB, Ryan worked for over seven years at Delta Air Lines supporting and leading a variety of analytics and business development projects, with the goal of achieving alignment across operational processes, customer experiences, and commercial goals.

He received his MBA from Emory University, and his B.S. in Industrial Engineering from Georgia Tech.

Ryan and his wife live in Smyrna, with their dog and two cats. They lead a small group at their church and keep busy spending time with friends and family. He also enjoys traveling, running, home DIY projects, disc golf, and pickleball in his spare time.

Charlie Gilroy

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Charlie joined Homrich Berg as an Associate within the Financial Planning team in September 2023. He assists in developing comprehensive financial and investment strategies so that families can gain confidence in navigating their financial decisions.

Prior to joining HB, Charlie was a Private Wealth Management intern for Chicago Partners Wealth Advisors.

Charlie graduated from Villanova University with his B.A. in Economics and his MBA in Finance. He had the great opportunity to play football at Villanova during this time.

He currently lives near the Battery in Atlanta. You can find Charlie on the golf course, traveling, enjoying family and friends, and being an avid Chicago sports fan in his free time.

Jarrel (“JD”) Longino, CPA, CFP®

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JD joined Homrich Berg in July of 2023 as a Senior Associate. With a deep background in tax and accounting, he previously served as the president of Accolade Accounting, a well-established public accounting firm founded in 2016.

JD’s journey in the financial industry began in 2013 and has led him to become a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of his career, he finds joy in his personal life. He resides in Decatur with his wife and two children, and they often bond over their shared love for the beautiful outdoors of Georgia.

 

Solomon Cohen

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Solomon joined Homrich Berg as an Associate within the Financial Planning team in July 2023. Prior to HB, he was a Client Relationship Associate for Vanguard in their investment services team. His main responsibilities were communicating with clients about investment subjects and products, assisting in placing transactions and giving quotes, as well as answering any client’s questions regarding their investments.

He graduated from La Salle University in May 2022. Solomon currently lives in Brookhaven with his partner and enjoys traveling, cooking, watching football, community service, and spending time with friends and family.

Bill Cleveland, CPA, CFP®, PFS

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Bill has served in an advisory capacity role for over 20 years. He takes great pride in putting his clients first and surrounds them with a team of advisors who will do the same. He is also committed to professional and personal development.

Bill started his career as a senior associate with PriceWaterhouseCoopers. After two years he started working as an associate with Homrich Berg in which he supported advisors to assist clients with their financial planning and investment needs. Bill went on to start his own wealth management firm, Calvary Wealth, in 2004. Calvary Wealth was created with the premise that trust is essential, and client’s need to trust their advisor’s judgement, knowledge, and ability. After many years of successfully serving clients, Bill chose to merge Calvary Wealth with Homrich Berg in 2023.

Bill received his Bachelor of Business Administration with an Accounting concentration from The University of Georgia, his MBA in Financial Planning and Finance from Georgia State University – J. Mack Robinson College of Business, is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and a Personal Financial Specialist.

Bill is an active member of the Bar Study Group, meeting twice a year with fellow professionals, who are dedicated to improving their knowledge base. He is a National Association of Personal Financial Advisors (NAPFA) member, American Institute of Certified Public Accountants (AICPA) member, Heritage Academy Board Member, and works with the Kingdom Here Ministries. Because of his contribution mindset and commitment to our nation’s future, Bill has a passion for being a mentor and role model for kids. He participates in a mentoring and coaching program for elementary and middle school boys and is also a baseball coach.

In his spare time Bill enjoys traveling, playing golf, and spending time with friends and family.

Vanessa Rodriguez

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Vanessa joined Homrich Berg in July 2023. She works with the operations team to assist with account maintenance and new client and account onboarding. Prior to joining HB, she worked for Palmat Drywall, LLC as a financial services professional.

Vanessa received her AS in Psychology from Georgia State University – Perimeter College and graduated summa cum laude in May 2020. She received her BS in Psychology from Oglethorpe University in May 2022 and received a presidential scholarship for her outstanding academic performance.

In her free time, she enjoys discovering new restaurants, traveling, going to the gym, going on picnics, and spending time with family, friends, and her cat Benny.

Rory Glatt, CFP®

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Rory joined Homrich Berg as an Associate in July 2023. He assists HB Principals in developing comprehensive financial strategies so that families can gain confidence in navigating their financial decisions.

Prior to joining HB, Rory worked for an independent financial planning firm where he developed customized financial plans and handled administrative issues for clients.

Rory graduated from Berry College as a Gate of Opportunity Scholar with his B.S. He is a member of the Financial Planning Association, and he is a CERTIFIED FINANCIAL PLANNER™ professional. He also enjoys volunteering with SERV International.

He currently lives in Woodstock with his wife and enjoys tennis, pickleball, and spending time with friends and family.

Dhruv Patel

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Dhruv joined Homrich Berg as an Associate in July 2023 after an internship with HB in 2022.

He received his B.B.A. in Finance with a specialization in Real Estate from the Cox School of Business at Southern Methodist University.

Dhruv currently lives in Marietta and enjoys traveling, playing golf, spending time with friends and family, and cheering on the Falcons and Braves.