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