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Zach Ruchman

May 9, 2025 by

Zach joined HB Wealth in 2025 as a Principal after working with WMS Partners since 2023. In his role as Managing Director, Private Markets, Zach leads the team responsible for research and due diligence of private market investment opportunities across a variety of asset classes, including private equity, growth equity, venture capital, private credit, infrastructure, and real assets.

Before joining HB, Zach was a Senior Vice President at RockCreek and a Vice President at BlackRock, where he led direct co-investment transactions as well as manager research for both primary and secondary commitments in the Americas, Europe, and Asia on behalf of both institutional and family office clients. He began his career as a consultant with Alvarez & Marsal.

In the community, Zach serves as a member of the finance committee for the Howard and Geraldine Polinger Family Foundation.

Zach earned a Bachelor of Arts degree from Princeton University and a Master of Business Administration from the University of Virginia Darden School of Business, where he was a Jefferson Fellow. Zach lived in Amman, Jordan, for a year, where he was a Fulbright Fellow at Jordan Applied University.

Sean Anderson

May 9, 2025 by

Sean joined HB Wealth in January 2025 after working with WMS Partners since September 2022 and is currently a Senior Trader & Associate Portfolio Manager. He specializes in developing and maintaining the centralized trading and portfolio management process. Sean also contributes to the investment research process for public markets.

Before joining HB, Sean was with Greenspring Advisors, where he served on the Investment Committee with a focus on public equity research. He also played a key role in developing the firm’s centralized trading process.

Sean holds a degree in Mathematics with a concentration in Applied Mathematics from Kenyon College. He is currently a CFA Level II Candidate.

In his spare time, Sean enjoys spending time with friends and family, staying active, and reading.

Michael Mele, CFA

May 9, 2025 by

Michael joined HB Wealth in January 2025 after working with WMS Partners since June 2023 and is currently a Portfolio Manager within the firm’s investment department. He is responsible for trading and managing client portfolios, as well as research and due diligence for fixed income managers.

Prior to joining HB, Michael spent 11 years at T. Rowe Price as an Investment Analyst, Investment Liaison, and Fund Accountant in the firm’s fixed income department. He also worked at AstraZeneca as a Senior Financial Analyst.

Michael earned a BS from Penn State University with a major in Finance and a minor in Economics and is a member of the CFA Institute.

In his spare time, Michael enjoys playing guitar and spending time outdoors.

Matthew Sanders

May 9, 2025 by

Matt joined HB Wealth in January 2025 after working with WMS Partners for two years. He focuses on research and due diligence for domestic and international equities. He covers ETF and mutual fund investments in addition to helping run HB’s multi-strategy hedge fund of funds, Peachtree Alternative Strategies.

While at WMS Partners, Matt covered the ETFs, mutual fund investments, and Private Real Estate investments.

Matt earned his Bachelor’s degree in Economics and Data Analysis and went on to receive his Master’s in Finance from the Johns Hopkins Carey School of Business. Matt is currently a CFA Level 2 Candidate.

In his spare time, Matt enjoys sports, traveling, and spending time with family and friends.

Josh Rowe, CFA, PhD

May 9, 2025 by

Josh joined HB Wealth in January 2025 as a Principal after working with WMS Partners for the past six years, where he was most recently Co-CIO. As Managing Director, Research & Family Office Investment Strategy, he helps guide HB’s research in macroeconomics as well as public and private markets. In addition to investment manager research, Josh is involved in asset allocation and long-term investment strategy, particularly as these relate to the needs of complex, multi-generational families. He is also a member of the investment committee.

Before joining HB, he worked at a multi-family office in Washington, D.C., and an asset management firm in the San Francisco Bay Area.

Josh studied History and French at Johns Hopkins University before earning a PhD from Princeton University in Economic History. He is a member of the Baltimore chapter of the CFA Society and teaches an investing class at Johns Hopkins.

Josh enjoys the ocean and the mountains as well as international travel. For fun, he reads travelogues and big, heavy history books.

Joel Houck, CFP®, CFA, CAIA

May 9, 2025 by

Joel joined HB Wealth in January 2025 as a Principal after working with WMS Partners since June 2021. He is currently Managing Director, Investment Solutions and serves family office clients as a senior investment strategist. He and his team work closely with investment and advisory leadership to ensure HB’s investments are of the highest quality and delivered in an efficient manner. He provides oversight into the firm’s trading and portfolio management functions. He also oversees the firm’s investment policy statement (IPS) program.

While at WMS Partners, Joel was Chief Operating Officer of Investments and a Senior Financial Advisor. Prior to this, he managed a volatility hedge fund for Cicero Capital Partners from 2018 to 2020. Before Cicero Capital, he was managing director at Wells Fargo from 2010 to 2017, where he led the Specialty Finance equity research team. Before Wells Fargo, he worked at American Capital, Ltd. from 2008 to 2009 as managing director and incubated the firm’s first investment strategy around public investments. Before American Capital, he was at Wachovia Securities from 2002 to 2007 as managing director and head of Specialty Finance equity research. Prior to Wachovia, he was at A.G. Edwards & Sons from 1997 to 2002 as both an associate and senior analyst covering specialty finance stocks. Before A.G. Edwards, he was in commercial banking from 1991 to 1997 with PNC and Bank of America.

Joel has been quoted in numerous publications, including the Wall Street Journal, and has appeared on Bloomberg and CNBC. Joel has been recognized six times by the Wall Street Journal as a top five equity research analyst for stock selection.

Joel participates in volunteer events throughout the Mid-Atlantic and provides pro bono education around investments and financial planning to underserved individuals and families.

Joel earned his Bachelor’s degree in Mathematics & Statistics from Miami University, Oxford, OH, and went on to receive his Master’s of Business Administration from Miami University, Oxford, OH. He is a Chartered Financial Analyst (CFA), a CERTIFIED FINANCIAL PLANNER professional, and a Chartered Alternative Investment Analyst (CAIA). He is a member of the CFA Society – Baltimore.

In his spare time, Joel enjoys spending time with friends and family, including his wife and four adult children. He also enjoys playing golf and traveling.

Eric Bland, CFP®, CFA

May 9, 2025 by

Eric joined HB Wealth in January 2025 as a Principal after working with WMS Partners since December 2015. He serves as the Managing Director, Portfolio Management & Trading, where he leads the portfolio rebalancing and trading execution for all public investment strategies. Eric also advises clients on investment management solutions and plays a key role in shaping the firm’s public markets investment strategy.

At WMS Partners, Eric was the Chair of the Public Markets Investment Committee. During his tenure, he led the development of a comprehensive public markets research platform that was seamlessly integrated with a centralized portfolio management system.

Prior to joining HB, Eric was a Senior Client Analyst at Marquette Associates, Inc., and Assistant Vice President and Portfolio Manager for Christiana Trust.

Eric serves on the Board of Mother Seton Academy, a tuition-free, independent Catholic Middle School located in Baltimore City.

He holds a dual BS degree in Finance and Marketing from the University of Delaware and an MBA in Finance from Wilmington University. He is a Chartered Financial Analyst (CFA) charter holder, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and a member of both the CFA Institute and the Baltimore CFA Society.

Eric lives in Baltimore with his wife, Crystal, where they enjoy cheering on the Orioles and Ravens. In his spare time, he leads an active lifestyle that includes golf, traveling, and relaxing at the beach.

 

Emilio Egea

May 9, 2025 by

Emilio joined HB Wealth in January 2025 after working with WMS Partners since 2021 and is currently a Senior Investment Analyst. He focuses on research and due diligence for private equity and private credit primary funds and co-investments.

He participates in volunteer events through Junior Achievement, providing the opportunity for local students to develop a stronger link between what they learn in school and the realities of how our economy works.

Emilio earned his Bachelor’s degree in Business Administration from Loyola University Maryland and went on to receive his Master’s in Business Administration from Loyola University Maryland.

In his spare time, Emilio enjoys spending time with friends and family, hiking, and running.

Dan Mento, CFA

May 9, 2025 by

Dan joined HB Wealth in January 2025 after working with WMS Partners since April 2021 and serves as a Portfolio Manager. In his role, Dan manages investment portfolios in accordance with clients’ personal and financial goals and conducts investment research in various asset classes.

Before joining HB, Dan served as a Fixed Income Analyst at Pinnacle Advisory Group, where he conducted research and generated investment ideas on behalf of client portfolios.

He earned his Bachelor of Business Administration degree with a major in Finance from James Madison University and is a CFA charterholder.

Chris Adamo

October 10, 2024 by

Chris joined Homrich Berg in May 2024 as a Portfolio Manager & Trader. His main responsibilities include buying and selling securities for both advisors and clients as well as managing HB’s centralized portfolio management system.

Before joining HB, he worked at Gratus Capital as a trader/analyst.

Chris graduated from Lafayette College with a degree in Economics and was a member of the Division 1 men’s lacrosse team. He is also a CFA Level II candidate.

He lives in Chamblee and enjoys reading, fishing, hiking, and traveling in his spare time.

Jonathan Morgan

August 20, 2024 by

Jonathan joined Homrich Berg in July 2024 as an Investment Analyst. His focus within the investment department is on real estate.

He graduated from the University of Virginia with a B.A. in Economics with a minor in Real Estate.

Jonathan currently lives in Virginia Highlands and enjoys spending time with family and friends.

Kyle Harris, CFA

May 22, 2024 by

Kyle joined Homrich Berg in May 2024 as a Portfolio Manager & Trader. He comes to HB with experience trading equities, options, bonds, and commodities.

Before joining HB, he most recently served as an Investment Operations Associate with Merit Financial Group. Prior to working with Merit, he worked as a Trade operations Analyst at The Intercontinental Exchange where he sat on the energy trading desk.

Kyle graduated from the University of Georgia with a B.B.A. in Economics. He is a member of the CFA Institute and CFA Society of Atlanta.

He lives in Sandy Springs with his fiancé and enjoys attending Atlanta/UGA sporting events, traveling, and spending time outdoors with family and friends.

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Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us
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Meet the Team
  • Principals / Directors
  • Associates
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  • Client Care/Operations/HR
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  • Service Levels and Costs
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  • Foundations and Nonprofits
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Client Experience
  • Fiduciary Fee-Only Financial Advisors
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