…approach ensures clients receive comprehensive guidance that addresses their financial goals. But Andrew’s life isn’t solely defined by spreadsheets and market analyses. When he’s not helping clients navigate the complexities…
…Science in Real Estate from Georgia State University, bringing 10 years of experience in commercial real estate research and asset management. He is a CERTIFIED FINANCIAL PLANNER™ professional and an…
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…
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…
…were considered based on their assets under management (AUM) and then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records….
Financial Times magazine has ranked Homrich Berg one of the top registered investment advisors in the United States. The average FT 300 firm on the list manages more than $2.5…
…Advisory Board of ProWIN – a women’s networking group in Atlanta with the mission of “Building Business by Building Relationships.” In addition, Tricia has also served on the March of…
…Serving a broad array of clients with a specific focus on corporate executives, law partners, doctors, and retirees, he has substantial experience with executive compensation, concentrated stock positions, private investments,…
…As the markets are pricing in up to four or five cuts by January, an additional quarter of one percent this month may not make a big difference for the…
Travis joined Homrich Berg as Chief Compliance Officer in 2022 and has worked in Wealth Management since 2005. Prior to joining Homrich Berg, her served as Chief Compliance Officer for…
…Chief Advisory Officer. In this newly created executive role, Woocher will lead the $16 billion firm’s accomplished group of financial advisors, position the firm for continued growth by developing its…
…to update. Media Contacts: For Homrich Berg Morgan Polley Gregory FCA 610-228-2140 morgan@gregoryfca.com For New Mountain Capital Dana Gorman / Matthew Butler Abernathy MacGregor dtg@abmac.com / msb@abmac.com 212-371-5999…