Experienced Staff Focused On Delivering A Great Client Experience

Kruti Bolick
Chief Risk Officer
Homrich Berg

Chris Casdia
Chief Compliance Officer & Director
Homrich Berg

John Dolan
VP of Technology
Homrich Berg

Kyle Glenn, CFA
Principal & Chief Operating Officer
Homrich Berg

Bonnie Holland
Operations Director
Homrich Berg

Tricia Laws, MSHRM, SHRM-CP
Director of HR
Homrich Berg

Kathy Malkowski
Executive Recruiter
Homrich Berg

Tremayne Perry
Corporate Controller & Director of Financial Planning and Analysis
Homrich Berg

Randy Schultz
VP of Operations
Homrich Berg

Corey Beezhold
Trading Manager
Homrich Berg

Nichelle Dalyrimple
Senior Operations Manager
Homrich Berg

Lee Earhart
Performance System Manager
Homrich Berg

Kerry Gordon
Manager, Client Service Operations
Homrich Berg

Madeline Johnson
Business Process Manager
Homrich Berg

April Jones
Senior Manager, Office and Events
Homrich Berg

Emilee Kersten
Manager, Client Service Operations
Homrich Berg

Lainey McLellan
Family Office Manager
Homrich Berg

Leslie Nolen
Family Office Manager
Homrich Berg

Michelle Padron
Project Manager
Homrich Berg

Miri Maxon
Manager, Client Service Operations
Homrich Berg

Kelsey Waite
Manager, Client Service Operations
Homrich Berg

Syeda Ahmed
Operations Specialist
Homrich Berg

Katie Bigley
Senior Operations Specialist
Homrich Berg

Sheila Bozeman
Specialist, Client Service Operations
Homrich Berg

Charles Bullock
Sr. Specialist, Client Service Operations
Homrich Berg

Tavon Caldwell
Operations Specialist
Homrich Berg

Courtney Christy
Sr. Specialist, Client Service Operations
Homrich Berg

David Echard
IT Specialist
Homrich Berg

Cheryl Gomes
Administrative Specialist
Homrich Berg

Sarron Hagos
Specialist, Client Service Operations
Homrich Berg

Megan Jackson
Specialist, Client Service Operations
Homrich Berg

Shade Klepchick
Specialist, Client Service Operations
Homrich Berg

Kimberly Landry
Specialist, Client Service Operations
Homrich Berg

Caroline Maughon
Specialist, Client Service Operations
Homrich Berg

Kristen Mwaura
Specialist, Client Service Operations
Homrich Berg

Johanna McLean
Administrative Specialist
Homrich Berg

Ryan Nottage
Specialist, Client Service Operations
Homrich Berg

Xanthe Robinson
Specialist, Client Service Operations
Homrich Berg

Christina Rotolo
Specialist, Client Service Operations
Homrich Berg

Teri Schanen
Sr. Specialist, Client Service Operations
Homrich Berg

Teri Sebastian
Lead Performance Reporting & Billing Specialist
Homrich Berg

Randee Senseney
Front Desk Administrator
Homrich Berg

Ana Stella
Specialist, Client Service Operations
Homrich Berg

Maggie Sudholt
Senior HR Specialist
Homrich Berg

Nick Thompson
Senior Systems Administrator
Homrich Berg

Rachel Waldron
Specialist, Client Service Operations
Homrich Berg

Brittany Watson
Sr. Specialist, Client Service Operations
Homrich Berg

Sara Whipple
Lead Client Operations Specialist
Homrich Berg

Preston Wilkie
Specialist, Client Service Operations
Homrich Berg

LaToyia Williams
Bill Pay Manager
Homrich Berg

Brandy Wingo
Specialist, Client Service Operations
Homrich Berg

Sandy Zygmunt
Specialist, Client Service Operations
Homrich Berg