Charlotte Vidal, CFA, CFP®

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Charlotte joined Homrich Berg in 2022 after working at Goldman Sachs in New York for seven years. In previous roles, she worked on Goldman’s Corporate Derivatives team, advising multinational corporations and private equity firms on their foreign exchange risks and hedging strategies. In 2017, she moved to the FX Options Trading desk where she traded G10 currency options, managing various portfolio risks and market-making for hedge funds, institutions, and corporate clients.

She attended Princeton University and graduated in 2015 with a degree in Operations Research and Financial Engineering (ORFE). Charlotte earned her CFA charter in 2021 and is a member of the CFA Institute and the CFA Society of Atlanta. In 2022, she obtained her CERTIFIED FINANCIAL PLANNER™ certification to better assist clients with the entirety of their financial planning.

An Atlanta native who attended the Lovett School, she is thrilled to be back in her hometown and help serve clients. Charlotte lives near Chastain Park with her husband (Charlie) and son (Chuck).  In her spare time, she enjoys yoga, golf, tennis, and trying new Atlanta restaurants.

Kathy Malkowski

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Kathy joined Homrich Berg in 2022 and serves as the firm’s Executive Recruiter.  Kathy has lived in the Atlanta area for 17 years and received her Bachelor’s degree in Psychology and a minor in Business Administration from DePauw University.  Kathy is a results-oriented Talent Acquisition professional with over 17 years’ experience and a proven track record of success, focused on building relationships and positive rapport with internal and external clients at all levels.

In her free time, Kathy enjoys spending time with her family and traveling.

Ayanna Hunter

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Ayanna joined Homrich Berg in May of 2022. She is responsible for supporting family office teams with client meeting preparation, meeting follow-up, preparing customized client reports, and completing account forms. Ayanna also supports the front desk administrator with greeting clients, managing the client reception area, answering and routing calls and helping with various administrative tasks.

In her free time, she enjoys hiking, spending time with her nieces, and trying new restaurants.

Ada Smedley

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Ada joined Homrich Berg in 2022 after working with Oakbridge Partners since 2020. She has experience in education administration and earned her Bachelor of Arts in German at Agnes Scott College and Masters of Arts in Teaching at Oglethorpe University. An Atlanta native, she lives in Decatur and enjoys reading, swing dancing, and spending time with her family.

William Cohen, Esq., J.D., LL.M.

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Bill joined Homrich Berg in 2022 when Oakbridge Partners, one of Atlanta’s oldest independent wealth management firms, merged into HB. Bill had served as President of Oakbridge, was a member of the firm’s Investment Committee, and served as its Chief Compliance Officer for eight years. He is a former attorney with substantial experience in the areas of taxation, estate planning, corporate finance, and executive compensation.

Before joining Oakbridge Partners, Bill was an Executive Officer in a firm that developed web-based platforms used by financial institutions to deliver executive compensation and charitable giving solutions to their clients. He also served as the Financial Operations Officer (FINOP) of its affiliated Broker Dealer. Before that, Bill headed the transactional practice group of the Atlanta office of a national law firm and was a member of the firm’s Executive Board. Bill served on the Board of Visitors of his law school for five years.

Bill received his Bachelor of Science degree and Juris Doctorate from Florida State University with honors and received his Master of Law in Taxation from the College of William and Mary’s Marshall-Wythe School of Law. He is a Member Emeritus of the Georgia Bar Association.

Bill belongs to Capital City Country Club and Mountaintop Golf and Lake Club in Cashiers, NC.

Brandon Downs, CFP®

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Brandon has served in an advisory capacity to high-net-worth families, corporate executives, and business owners since the early 2000’s. Brandon’s expertise is focused on financial planning, investment management and investment implementation. Brandon received his Bachelor of Science in Business Administration with an Economics concentration from the University of Richmond, completed the Executive Program for Financial Planning from the University of Georgia, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Brandon started his career in banking in the small town of Jackson, Wyoming. He worked closely with senior lenders which led to his role as an analyst for the real estate lending team at Jackson State Bank & Trust. After nearly three years in Wyoming, he moved back to Atlanta where he grew up to work as an Associate then Advisor within SunTrust’s Private Wealth Management. Brandon and fellow Homrich Berg Principal, Eric Toole, then started their own RIA, Harbor Wealth Advisors, in 2011. They quickly grew Harbor Wealth which led them to merge with Oakbridge Partners in 2015. The team at Oakbridge joined Homrich Berg in 2022.

Brandon currently serves on the Board of Advisors for Holy Innocents Episcopal School. His previous board experiences include the Board of Trustees for Holy Innocents’ Episcopal School, Horizons National, and Horizons Atlanta at Holy Innocents. The Horizons program is a public school-private school partnership designed to help eliminate the summer achievement gap for children from low-income households.

He is an avid fly fisherman who enjoys chasing freshwater and saltwater fish in countries around the world. He also enjoys traveling with his family, playing golf, and seeing live music. Brandon and his wife, Lindsey, live in Sandy Springs with their two children.

Eric Toole, CFP®

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Eric’s expertise is primarily centered on financial and estate planning and investment management. He has served in an advisory capacity to high net worth executives and business owners for more than 20 years. He has served as a part-time instructor at Georgia State University, teaching Personal Financial Planning to undergraduate and graduate level students. Eric is a member of the Atlanta Estate Planning Council.

Eric received his Bachelor’s of Business degree in Finance from the University of Georgia, a MBA in Personal Financial Planning from Georgia State University, and is a CERTIFIED FINANCIAL PLANNER™ professional.

He and his wife, Claire, live in Decatur, Georgia with their three children.

Jennifer I. Storey, CFP®

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Jennifer joined Homrich Berg in 2022 after working with Oakbridge Partners since 2000. She began her career in the financial services industry in 1998, when she joined Morgan Stanley as
a Financial Advisor. She is a graduate of the University of Central Florida’s School of Business with a Bachelor’s degree in Finance and has a Certificate in Financial Planning from Florida State University. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2004. Jennifer’s expertise is focused on Financial, Tax and Estate Planning as well as Investment
Management. In addition to managing client’s portfolios, she also oversees many of the Financial, Tax, Income and Estate Planning needs of the firm’s clients and is active on the firm’s investment committee.

She grew up in Palm Beach, FL and enjoys spending time with her family and friends as well as volunteering for a number of organizations.

J.R. Hammonds-Swain

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J.R. joined Homrich Berg in 2022 after working for Oakbridge Partners since 2009. She earned a degree in Advertising from the University of Georgia. Originally from Gastonia, NC, J.R. lives in Woodstock, GA with her husband and two daughters. She enjoys the arts and spending time with her family.

Rett Evans

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Rett joined Homrich Berg in 2022 after working for Oakbridge Partners since 2020. She is a graduate of the University of Georgia’s Terry School of Business with a Bachelor’s degree in Economics. In 2019, she earned a Juris Doctor degree from the University of Georgia School of Law and became a member of the State Bar of Georgia. After graduating from law school, she decided to use her legal education in a non-traditional way and pursue a career in financial planning and wealth management. Rett is currently studying to become a Certified Financial Planner (CFP®).

She grew up in Atlanta and lives in Ashford Park. In her spare time, she enjoys hiking, trying new restaurants, and spending time with friends and family.

Milton Pullen, CFP®

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Milton joined Homrich Berg in August of 2021 after working three years at another Atlanta based advisory firm. Milton graduated from the University of Georgia, one of the nation’s top CFP® Board Registered programs, in December 2016, with a BSFCS in Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional.

Milton currently resides in Sandy Springs where he can be found cheering on the Georgia Bulldogs, golfing, grilling, or out on a walk with his golden retriever named Sasha.

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Rachel Waldron

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Rachel joined Homrich Berg in August 2021. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She previously worked at Northwestern Mutual as an Associate Financial Representative and was a middle school math teacher for four years. She graduated from the Georgia College with a Bachelors of Mathematics and a Masters of Arts in Teaching.

Rachel lives in Clarkston with her rescue dog Sawyer. She enjoys cooking, spending time with her large family, traveling, and reading.