Anthony Guinta
…to corporate executives. He also served as tax manager and controller for Market Street Trust Company, the private trust company providing family office services to the descendants of the founders…
Search Results
William Cohen, Esq., J.D., LL.M.
…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,…
Taylor Hammond, CFP®
…receive an M.S. in Commerce with a specialization in financial services from the University of Virginia’s McIntire School of Commerce. Taylor has been a CERTIFIED FINANCIAL PLANNER™ professional since 2020….
Homrich Berg Welcomes Philip H. Clinkscales III As Director
…in the Georgia golf community serving as Secretary-Treasurer and Member of the Executive Committee of the Georgia State Golf Association. He is also a Trustee and Scholarship Committee Chairman of…
Homrich Berg Welcomes Philip H. Clinkscales III As Director
…involved in the Georgia golf community serving as Secretary-Treasurer and Member of the Executive Committee of the Georgia State Golf Association. He is also a Trustee and Scholarship Committee Chairman…
John Bochniak, CFP®, CPA, PFS
…corporate compensation programs, including employee stock purchase plans, restricted stock, stock options, and deferred compensation. John graduated Magna Cum Laude from the University of Georgia’s J.M. Tull School of Accounting…
Your Safe Travel Cyber Checklist
…risk” is the amount of cash I expected to need and not my entire checking and savings balance. Turn off your home computer. Many of us might leave our computers…
Kevin S. Campbell, CFA
Kevin Campbell is a Principal in the HB Family Office division. In his role, Kevin is responsible for the delivery of comprehensive wealth management and investment advice to ultra-high-net-worth (UHNW)…
Intra-Family Loans
…several uses of intra-family loans in more complex wealth transfer plans as well. A properly structured intra-family loan has many benefits, including: lower interest rates for the borrower compared to…
Robin Aiken, CFP®
Named as one of Forbes Top Women Wealth Advisors since 2020 and Forbes Best-In-State Atlanta high net worth advisors since 2021, Robin is a Principal who joined Homrich Berg in…
Meet Homrich Berg’s Newest Principals as of January 1, 2024
…as a Principal in the firm’s HB Family Office & Institutional Services group. He offers clients more than 10 years of comprehensive wealth management experience, serving as an advisor to…
Homrich Berg Welcomes Jimmy Trimble, CFP® As A Director
…on the Executive Committee. He was a member of the Advisory Committees of the Georgia Tech Scheller College of Business and the Georgia Tech College of Interactive Computing. Jimmy has…