Stephanie Warner

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Stephanie joined Homrich Berg in November 2023 as a Specialist within Client Service Operations. She works with the HB Family Office client service teams to assist with money movement, account paperwork, and meeting preparations.

Before joining HB, Stephanie worked for Keller Williams Realty in a dual role as a Real Estate Consultant and Listing Manager. She graduated with a B.A. in Communications from Georgia College & State University.

Stephanie is an Atlanta native and lives with her three children and dog Rosie. In her free time, she enjoys traveling, cooking, spending time with family, and working out with friends before the sun comes up.

Jonathan Farr, CFA

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Jonathan joined Homrich Berg in October 2023 and is currently a Director within the Investment department where he leads the diligence efforts for private equity and private credit opportunities for our clients. HB has invested across the spectrum of strategies within both asset classes including buyouts, growth equity, direct lending, distressed, and niche strategies.

Before joining HB, Jonathan was a Vice President in Callan’s alternatives consulting group where he consulted with the firm’s institutional clients about all aspects of their private market programs. Prior to Callan, he served in the investments department at Southern Company, where he focused on investments across asset classes for the company’s pension plan and charitable foundations.

Jonathan received his B.B.A. in Finance from the University of Georgia where he graduated magna cum laude.

In his free time, Jonathan enjoys mountain biking in North Georgia and spending time with his wife and son.

 

David Zisek, CFA

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David joined Homrich Berg as a Senior Investment Analyst in October 2023. He focuses on research and due diligence for domestic and international equities. David covers ETF and mutual fund investments in addition to helping manage single-stock portfolios.

Before joining HB, David was most recently an Investment Strategy Associate at Cresset Capital. He started his career in Portfolio Management at SunTrust and has experience in Management Consulting for middle-market Private Equity firms.

David earned a Bachelor of Science in Business Administration with a concentration in Finance and a certificate in Accounting from Georgia Tech. He is a member of the CFA Institute.

He currently lives in Smyrna and enjoys sports, traveling, running, and spending time with family and friends.

Max Hurd

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Max joined Homrich Berg as an Investment Analyst in October 2023. His focus within the
investment department is on fixed income. Before HB, Max worked as a financial analyst at
Siemens, supporting various business units in the U.S.

He earned a Bachelor of Business Administration in Economics from the University of Georgia. Max
is currently a CFA Level 3 candidate.

Max currently lives in Brookhaven and enjoys traveling, reading, and spending time with family and
friends.

 

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 19 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 Truist Wealth, managing the Atlanta office of SunTrust Private Wealth for 3 years and then serving as lead advisor for a small group of distinguished families. Prior to SunTrust, he was an Executive Director in the Atlanta office of JP Morgan Private Bank. Billy’s career in financial services includes his role in investment banking with SunTrust Robinson Humphrey where 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 Trustees of Westminster. He is also a Life Member of the Winship Cancer Institute Advisory Board and served as a prior Board Chair. Previously, he served on the Board of Directors of the Atlanta Speech School and was a prior Board Chair. He is a member of the Rotary Club of Atlanta and has served in a variety of club leadership positions. 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 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 needs, 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. The Business Intelligence team is responsible for overseeing data infrastructure solutions, automated data visualizations, internal data enablement, and data process improvements across the firm.

Prior to joining HB, Ryan worked for 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, GA, 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, MBA

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Charlie joined Homrich Berg as an Associate in September 2023. He assists in developing comprehensive financial plans tailored to each client’s needs, while developing 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 in May 2023. He also was a student-athlete during his 4 ½ years, having the great opportunity to play Football at Villanova. He is currently studying for the CERTIFIED FINANCIAL PLANNER® exam and taking classes at the Terry College of Business at the University of Georgia.

He currently lives in Brookhaven, just outside HB’s headquarters in Buckhead. You can find Charlie on the golf course, traveling, enjoying family and friends, and being an avid Chicago sports fan in his free time.

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 client service operations team to assist with money movement, account paperwork, and meeting preparation. Before 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, making artwork, and spending time with her loved ones and her cat Benito.