Jonathan joined Homrich Berg in October 2023 and is currently a Director within the Investment department where he leads the diligence efforts for private equity and private credit opportunities for our clients. HB has invested across the spectrum of strategies within both asset classes including buyouts, growth equity, direct lending, distressed, and niche strategies.

Before joining HB, Jonathan was a Vice President in Callan’s alternatives consulting group where he consulted with the firm’s institutional clients about all aspects of their private market programs. Prior to Callan, he served in the investments department at Southern Company, where he focused on investments across asset classes for the company’s pension plan and charitable foundations.

Jonathan received his B.B.A. in Finance from the University of Georgia where he graduated magna cum laude.

In his free time, Jonathan enjoys mountain biking in North Georgia and spending time with his wife and son.

 

Sarah Hauptman is a Director of Real Estate at Homrich Berg. Most recently, she was Senior Vice President at Iron Tree Capital Partners in Atlanta, GA, where she managed a portfolio of industrial properties and worked on new business initiatives.  Prior to that, she was a Vice President at Banner Oak Capital Partners in Dallas, TX, where she oversaw the expansion of investments with new operating partners across all commercial real estate asset classes. Previously, Sarah was Director of Investment Management at Compatriot Capital, focusing on originating and managing investments in best-in-class real estate operating companies. Earlier in her career, she worked at E2M Partners, a real estate fund manager that provided JV limited partner equity for single-asset investments.

Sarah graduated Summa Cum Laude with a B.A. from Georgetown University with a major in both Economics and Mathematics.

Adam joined Homrich Berg in June 2015 and is currently a Director within the Investment department managing the trading and portfolio management for individual bond strategies, as well as research and due diligence for external fixed income managers.

Adam earned his MBA in Global Business from Georgia Tech and is a member of the CFA Institute. Prior to joining HB, he worked as a Platinum Executive Services Specialist with E*Trade Securities.

Adam lives in East Cobb with his wife Christine, two kids Graham and Sutton, and he enjoys golf and powerlifting in his spare time.

Ford joined Homrich Berg in 2014 and currently leads our research and due diligence efforts in both hedge funds and equities.

Ford is the President and a Portfolio Manager of the Peachtree Alternative Strategies Fund, a fund of hedge funds created internally for HB clients who do not pay additional fees to utilize the Fund. In his role as President, Ford is in charge of managing the day-to-day operations of the Fund. In his role as Portfolio Manager, he leads the effort to source new investment ideas and leads the due diligence efforts on potential and existing portfolio investments. He has extensive experience in analyzing the various hedge fund strategies in which we invest including equity long/short, credit, macro, structured credit, and multi-strategy funds, among others.

In addition to managing hedge fund investments, Ford leads research and due diligence of both domestic and international equities. Ford covers both ETF and mutual fund investments in addition to overseeing the portfolio management and implementation of two internally managed single-stock strategies. He is also extensively involved in the development of the firm’s long-term strategic portfolio construction and risk management process.

Ford began his career at Citigroup Global Markets with experience in both equity derivatives and fixed-income markets. He earned a Bachelor of Business Administration in Finance and a Bachelor of Science in Mathematics from the University of Georgia. He is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Ross joined Homrich Berg in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the Homrich Berg Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.

Prior to Homrich Berg, Ross served as Director of Investments for a San Diego-based multifamily office, where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He started his career as an external auditor with Deloitte. He also served as controller for a software company and worked in the internal audit department at ChoicePoint, Inc., where he focused on financial and operational audits and acquisition due diligence.

Ross earned his bachelor’s degree and master’s in accounting from Brigham Young University. He lives in Cumming with his wife and has four children.