HB Perspective on the GameStop Short Squeeze Headlines
…all publicly traded companies. Other companies on the list include AMC Theatres, Bed Bath & Beyond, and Blockbuster. What is a Short-Squeeze? For the most part, investors follow the “buy…
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Veteran Executive Joanna Irwin Joins Homrich Berg as New Chief Marketing Officer
…Communication Resources. She is also an Advocate with OnBoard and an active mentor to future women leaders. Read more: https://citywire.com/ria/news/17bn-homrich-berg-hires-ex-invesco-exec-as-cmo/a2449615 About Homrich Berg Founded in 1989, Atlanta-based Homrich Berg is…
Homrich Berg Named to 2017 Financial Times 300 Top Registered Investment Advisers
…AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply…
Homrich Berg Named to 2019 Financial Times 300 Top Registered Invesment Advisers
…assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required…
Homrich Berg Named to 2019 Financial Times 300 Top Registered Investment Advisers
…assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required…
Meet Anthony Guinta
…to trade his t-shirts for a suit and enter the business world. After an early stint at Market Street Trust Company, a private trust company providing family office services for…
Financial Planning recently released its 20 largest fee-only RIAs
…six criteria to firms’ required SEC Form ADV filings in July 2023. COMPLY is completely independent and objective and does not receive compensation in exchange for placement on its rankings….
Homrich Berg Moves Forward with Leadership Transition Plan
…families, and not-for-profits. Homrich Berg manages over $14 billion for more than 3,000 family relationships nationwide. Read more here: https://www.investmentnews.com/homrich-berg-announces-c-suite-change-243399 Contact: Haley Rosa Gregory FCA for Homrich Berg 610-228-2805 haley@gregoryfca.com…
Sammy J. Grant, J.D., CPA, CFP®, CLU
…the immediate past the Chair of the Board of the Marcus Jewish Community Center of Atlanta. In his free time, Sammy rarely sits still. He has completed multiple Ironman triathlons,…
Ana Stella
…passed the CFP® exam in July 2024 and will officially earn the CERTIFIED FINANCIAL PLANNER™ designation once the remaining requirements are met. In her free time, she enjoys reading, spending…
Bryan Kamau, CFP®
…In his most recent role there, Bryan was a Portfolio Strategist where he was primarily responsible for articulating and delivering comprehensive, research driven asset allocation and portfolio strategy advice to…
Tana Gildea, CFP®, CPA, CCFS, CDFA®
…for the small but growing firm all the way up to Principal in 2014. She served as the Chief Compliance Officer at Compass, helped with many of the administrative aspects…