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Prior to starting at HB, Charles spent four years working with Wells Fargo Bank as a Licensed Business Banker/Senior Banker and two years with Wells Fargo Private Bank as a Private Banking Client Associate, assisting high net worth clients with their banking. Prior to that, he attended the College of Staten Island New York.
Some of his hobbies include reading/watching science fiction, bowling, trying new foods, and gaming.
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Michelle joined Homrich Berg in January 2021 and is currently Chief of Staff. She is responsible for managing and implementing strategic initiatives.
Before working at HB, Michelle worked at SunTrust Bank as a Strategic Sales and Operations Manager. She has been in the financial services industry since 2009.
Michelle attended Palm Beach State College where she studied Business Administration. She received her Project Management Professional (PMP)® certification in 2023.
Michelle is married with two rescue dogs. She enjoys spending time with her five nieces and nephews, baking, home DIYs, and exploring the benefits of vegan eating (spoiler: there are none).
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Emily Bentley is a Principal and helps lead the HB Family Office. She works with ultra-high-net-worth families to manage the responsibilities and opportunities of their wealth. Emily also drives the strategy for HB Family Office, ensuring that the team and platform are optimized to provide the most value for clients.
Before joining HB, Emily was an Executive Director at JP Morgan responsible for delivering the firm’s investment, wealth transfer, credit, and philanthropic services to ultra-high-net-worth individuals, endowments, and foundations throughout the Southeast region. She spent 10 years at JP Morgan, including several as an Investment Specialist in New York overseeing the construction, implementation, and oversight of client portfolios. Prior to JP Morgan, Emily spent seven years with SunTrust Robinson Humphrey’s Financial Institutions investment banking practice where she advised community banks and specialty finance companies on mergers & acquisitions as well as raising debt and equity capital.
As an Atlanta native, Emily graduated from Westminster. She went on to graduate Phi Beta Kappa from Emory University with a B.A. in Economics and received her MBA from the University of Virginia’s Darden School of Business.
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Andrew brings a meticulous touch to his work as a CERTIFIED FINANCIAL PLANNER™ professional at Homrich Berg. He contributes to HB’s client-focused planning process by conducting research, crafting presentations, and putting planning strategies into action for clients. After graduating Magna Cum Laude from the University of Georgia with a Bachelor of Business Administration in Finance, Andrew joined HB in February 2021, committed to translate his aptitude for numbers and communication into financial security for his clients.
Andrew is also involved with the HB internal education planning and tax planning teams where he assists HB advisors and clients on nuanced questions about each topic. He seamlessly integrates tax planning considerations into the broader financial planning strategies presented to clients. This holistic approach ensures clients receive comprehensive guidance that addresses their financial goals.
But Andrew’s life isn’t solely defined by spreadsheets and market analyses. When he’s not helping clients navigate the complexities of financial planning, Andrew embraces his adventurous spirit. Hiking in picturesque landscapes, pitching a tent under starry skies, struggling to hit the ball on the golf course, and volleying on the tennis court are just a few ways he fuels his love for the outdoors. Though “past his prime”, Andrew’s competitive spirit shines through as he cheers on his hometown Atlanta sports teams and the University of Georgia.
In essence, Andrew is a dedicated professional who believes in the importance of sound financial planning so we can cherish the moments that enrich life beyond the office without financial stress. Whether navigating investments or conquering a challenging mountain trail, Andrew approaches life with determination and a genuine zest for living.
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Syeda joined HB in March of 2021. She spent the past five years as a Sr. Enrollment Services Specialist at Georgia State University. Before that, she was in banking for a number of years with PNC Bank and CDC Federal Credit Union. She attended Kennesaw State University where she received a Bachelor of Science Degree.
Syeda is originally from Queens, New York. In her spare time, she enjoys spending time with friends and family.
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Caroline joined Homrich Berg in March of 2021. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.
Caroline attended the University of Georgia, graduating in May of 2018 with a bachelor’s degree in Political Science with a minor in Public Policy & Administration. In her free time, Caroline enjoys traveling, coaching color guard, and spending time with her family, friends, and pets.
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Jamie joined Homrich Berg in 2021 as Chief Financial Officer and is a Principal of the firm. He leads the firm’s accounting, finance and reporting functions, as well as oversees the company’s data analytics efforts.
Prior to joining Homrich Berg, Jamie most recently served as Chief Financial Officer at Wentworth Management Services, an aggregator of companies in the Wealth Management space and prior to that served as Controller of Private Wealth Management at SunTrust, now Truist. Jamie started his career in public accounting at Grant Thornton where he spent 10 years in audit serving clients in a multitude of sectors in the UK, Australia and finally Atlanta.
Jamie received a MPharmacol (first class) from the University of Bath, UK in 2008 and became a member of the Institute for Chartered Accountants of England and Wales (ICAEW) in 2011. He lives in the Brookhaven with his wife, daughter, and son. In his spare time he loves to both travel and play golf.
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Edwin joined Homrich Berg in May 2021 after working for six years at another Atlanta-based advisor. Before working in wealth management, he served in the United States Marines Corps, and most recently as an Infantry Squad Leader.
He attended the University of North Georgia, where he graduated with a Bachelor of Business Administration with a concentration in Finance. Edwin successfully completed the University of Georgia’s Terry College of Business Executive Program for Financial Planning in 2019 and is a CERTIFIED FINANCIAL PLANNER™ professional.
Edwin lives in Alpharetta with his wife, Amanda. In his spare time, he enjoys watching UGA football, traveling, and spending time with friends and family.
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Sarah joined Homrich Berg in 2021 after relocating from Baltimore. Prior to joining Homrich Berg, she spent three years with Brown Advisory, an independent investment management firm. Sarah attended the University of Notre Dame, where she graduated with a Bachelor of Business Administration in Finance and a minor in Entrepreneurship and Innovation. Sarah is a member of the CFA Institute and the CFA Society of Atlanta. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
In her free time, Sarah enjoys traveling, reading, and attending ND football games in the fall.
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Christina joined Homrich Berg in 2021 and serves as a Manager within the Client Service Operations department. She manages a team of Client Service Operations professionals, working with client service teams to assist with money movement, account paperwork, and meeting preparation.
Before joining HB, Christina worked for Keller Williams Realty for 7 years in various roles, including Client Care and Director of Marketing. She graduated with a B.A. in Psychology from Ramapo College in 2012.
Christina lives in Norcross with her rescue dog, Sandy. In her spare time, Christina enjoys reading, jigsaw puzzles, exploring new parks with her dog, or testing recipes in her kitchen.
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Kerry Gordon joined Homrich Berg in December 2019. With an exceptional combination of organizational and people skills, she works closely with other members of the Homrich Berg management team to direct, manage and oversee firm level projects that impact firm success, team performance and client experience.
Kerry has over 15 years in the financial services industry. Prior to HB she worked with Cedar Rowe Partners as the firm’s operations manager, was a Regional Marketing Director at Northern Trust Bank, as well as a Client Associate at American Express.
Kerry is a graduate of Florida State University. She is an avid sports fan, especially football, formula one and tennis.
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Lee joined Homrich Berg in December 2019. Prior to HB, he was the chief portfolio operations contact and lead trader for Cedar Rowe Partners. Lee works with clients and their advisors to implement portfolio decisions through trading and cash management. One of his primary functions is to monitor portfolios daily for account activity and changes in market values to ensure that the desired portfolio allocation targets are maintained. He also assists clients with money movements, custodial account paperwork such as account applications, account transfers, and Required Minimum Distributions.
Lee has been in the securities industry for over 20 years. He started his career with Robinson-Humphrey in Atlanta where he acquired his Series 7 and Series 63 licenses. From there, Lee worked briefly for Dunwoody Brokerage Services.
A graduate of the University of Georgia, Lee is an avid Bulldogs fan. He and his wife, Meg, also enjoy travel, amusement parks, movies, and spending time with each other. They live in Lawrenceville with their seemingly ever-growing number of rescued cats.
