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Teri joined HB in January of 2021. Prior to HB she worked at SG Financial as the Client Service Administrator. Teri received her Associates degree from Kansas University and has supported executives and clients across various industries for over 15 years.
Teri and her husband have lived in the Atlanta area for the past 25 years with their three daughters. She now enjoys time with her children and three grandchildren, as well as following her youngest daughter’s golf career.
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Kerry Gordon joined Homrich Berg in December 2019. With an exceptional combination of organizational and people skills, she works closely with other members of the Homrich Berg management team to direct, manage and oversee firm level projects that impact firm success, team performance and client experience.
Kerry has over 15 years in the financial services industry. Prior to HB she worked with Cedar Rowe Partners as the firm’s operations manager, was a Regional Marketing Director at Northern Trust Bank, as well as a Client Associate at American Express.
Kerry is a graduate of Florida State University. She is an avid sports fan, especially football, formula one and tennis.
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Lee joined Homrich Berg in December 2019. Prior to HB, he was the chief portfolio operations contact and lead trader for Cedar Rowe Partners. Lee works with clients and their advisors to implement portfolio decisions through trading and cash management. One of his primary functions is to monitor portfolios daily for account activity and changes in market values to ensure that the desired portfolio allocation targets are maintained. He also assists clients with money movements, custodial account paperwork such as account applications, account transfers, and Required Minimum Distributions.
Lee has been in the securities industry for over 20 years. He started his career with Robinson-Humphrey in Atlanta where he acquired his Series 7 and Series 63 licenses. From there, Lee worked briefly for Dunwoody Brokerage Services.
A graduate of the University of Georgia, Lee is an avid Bulldogs fan. He and his wife, Meg, also enjoy travel, amusement parks, movies, and spending time with each other. They live in Lawrenceville with their seemingly ever-growing number of rescued cats.
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Leslie joined HB in June 2019 as Family Office Manager and current is a Manager within Client Service Operations.
Prior to joining Homrich Berg, Leslie spent eight years in the electric car/AI industry, where she most recently served as VP of Customer Experience and Logistics for Autonomous Fusion. Leslie has spent the majority of her career in management, customer care, accounting, and operations with startup technology companies beginning with MindSpring/Earthlink.
Leslie graduated from Georgia Southern University with a Bachelor of Arts in Communications and a Minor in Business. She enjoys reading, hiking, kayaking, volunteering, spending time with family and friends, and cheering on the Atlanta Falcons in good times and bad.
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Maggie joined Homrich Berg in June 2020 and is currently the HR Operations Manager. She previously worked as the HR Generalist at a Midtown Atlanta engineering firm for five years and has been in HR for 10 years. Maggie grew up in the metro Atlanta area and has lived and attended school in Atlanta proper since 2019.
In her free time she enjoys reading, hiking with her husband and dog, attending Atlanta United matches (season ticket holder since ’17!), and playing competitive soccer and bocce.
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Shade joined Homrich Berg as a Client Operations Specialist in January of 2020.
She graduated from Georgia Southern University in 2017 with a degree in Fashion Merchandising. After college she moved to California to work as the Office Manager at Show Me Your Mumu.
In her free time you can usually find her at the dog park, visiting her niece or hanging out with family and friends.
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Kelsey joined Homrich Berg in August 2014 and is currently a Senior Manager within Client Service Operations. She works with the client service teams to assist with fulfilling client needs, money movement, account paperwork, and meeting preparations. Kelsey is also on the Women’s Leadership Network at HB.
Before working at HB, Kelsey worked at PNC Bank as a Universal Branch Consultant assisting clients with their personal banking needs while working with a team of bank partners.
Kelsey enjoys volunteering in the community and spending time with family and friends. She is also a world traveler and an avid Detroit Lions fan.
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Teri joined Homrich Berg in 2001 and serves as the Lead Performance Reporting and Billing Specialist in the firm’s operations department. Teri’s work duties include supporting and assisting the Client Service Team by monitoring and processing custody related events for Homrich Berg.
In her free time, Teri enjoys spending time with her family.
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Randee Senseney joined Homrich Berg in December of 2016. She is responsible for greeting clients, managing the client reception area, answering and routing calls and helping with various administrative tasks. She also assists with coordinating firm-wide employee events.
Randee lives in Marietta. In her free time, she enjoys being involved in the ministries of her church, sewing, and reading. Her favorite pastime is enjoying her children and grandchildren.
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Brittany joined Homrich Berg as a Client Operations Specialist in August 2018. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations. She graduated from Georgia College & State University with a Bachelor’s degree in Psychology and a minor in Criminal Justice.
In her free time, Brittany enjoys running, hiking and spending time with family.
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Kaitlyn joined Homrich Berg in March 2019 and currently serves as a Senior Specialist of Fund Administration. Kaitlyn is involved in relationship management, acting as a liaison between investment managers and Homrich Berg’s client service teams. She also works on fund accounting and administration for Homrich Berg’s internal funds of funds. Prior to HB, she worked at the State Board of Administration for five years as an Accountant. She graduated from Flagler College in 2014 with a bachelor’s degree in Accounting.
Kaitlyn lives in Woodstock with her husband Greg and their son William. In her spare time, she enjoys traveling, spending time with family, and watching University of Florida football.
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Nick Thompson joined Homrich Berg in 2017 as the firm’s Systems Administrator. He attended Westwood College Online where he graduated with a Bachelor’s degree in Network Management. Nick’s career in the IT industry began at Triumph Aerostructures in 2012 as a level one helpdesk technician.
In his free time, Nick enjoys spending time with his family and working on various projects at home.
