Joanna joined Homrich Berg as Chief Marketing Officer in 2024. In this role, she is responsible for developing and leading the firm’s marketing strategy, focused on fueling strategic growth through brand building and digital marketing.

Before joining HB, Joanna served as the Global Chief Marketing Officer for Randstad, the world’s largest talent company, from 2017 to 2023. Prior to that, she spent 10 years at Invesco, one of the world’s leading global investment management firms, where she was Chief Marketing Officer, North America. Before Invesco, she was Vice President with Merrill Lynch, where she served in marketing, e-commerce, and product leadership roles.

Joanna serves on the Metro Atlanta Chamber of Commerce CMO Advisory Board, the Georgia State University Marketing Roundtable, the American Marketing Association Atlanta Chapter Advisory Board, and the Breakthrough T1D (formerly JDRF) Georgia Board. She previously served on the Board for the Professional Association for Investment Communication Resources. Joanna is an Advocate with OnBoard and an active mentor to future women leaders.

She is a cum laude and Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill, where she earned a BA degree in psychology and radio, television, and motion pictures.

Joanna enjoys walking in her neighborhood, attending live music events, and spending time with her husband and two children.

Andrew Page joined Homrich Berg in April 2024 as the Head of Corporate Development. In this role, he will work closely with the CEO and leadership team on firm-level strategic initiatives, including M&A opportunities that align with HB’s values and overall growth strategy.

Before joining HB, Andrew was a Director at Ancora where he advised the CEO on growth opportunities for the firm including mergers and acquisitions, joint ventures, capital raising opportunities, and new market entrances. Previously, Andrew was a member of Focus Financial Partners’ investment team where he identified, evaluated, and executed investment opportunities in the financial services sector. He began his career in investment banking with Colebrook Capital.

Andrew received a Bachelor of Science degree in Economics, with honors, from the Tobin School of Business at St. John’s University.

In his spare time, he enjoys traveling with his family, skiing, and spending time outdoors.

Michael A. Woocher joined Homrich Berg in April 2024 as a Principal and Chief Advisory Officer. In this role, he will lead the firm’s accomplished group of financial advisors, position the firm for continued growth by developing its next generation of advisors, and attract and integrate new advisors related to future strategic hires and acquisitions. Michael will also stay directly connected to the client experience by advising a select group of HB Family Office client relationships.

Prior to joining HB, Michael was Managing Director at Bernstein Private Wealth Management from 2015-2024, leading its Atlanta office and serving as lead advisor for a small group of distinguished families. Michael was an executive and advisor at SunTrust Bank and GenSpring Family Offices, its ultra-high-net-worth family office affiliate, from 1997-2014, a tenure which included roles as President of GenSpring’s Buckhead Family Office and later as GenSpring’s Head of Client Development. Michael has been guiding wealthy families on investments, income and transfer tax planning, risk management, philanthropy and family engagement, governance, and communication for more than 25 years.

Michael graduated from Emory University with a Bachelor of Arts in Political Science. He received his Doctor of Law (J.D.) from the University of Georgia School of Law. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Michael is an active participant in the Atlanta community. He is a current Board Member and incoming Chair of the Endowment Committee of The Lovett School. He previously served on the Boards of the Atlanta History Center, the William Breman Jewish Heritage Museum, and the Friends of the First Tee of East Lake. He is a member of the Atlanta Estate Planning Council and Fiduciary Section of the State Bar of Georgia.

Michael lives in Buckhead with his wife Katherine. They have four sons and a Golden Retriever named Herschel (Go Dawgs!). When not in the office, Michael enjoys time with his family as well as golf, fishing, cooking, and exploring small towns throughout the south.

 

Billy Levine is a Principal in the HB Family Office division. He works with a variety of wealthy families to manage the responsibilities and opportunities of their wealth across generations. Billy brings over 19 years of experience in wealth management to his clients, serving as a lead advisor to multi-generational families, executives, and business owners.

Before joining HB, Billy was a Senior Wealth Advisor at Truist Wealth, managing the Atlanta office of SunTrust Private Wealth for 3 years and then serving as lead advisor for a small group of distinguished families. Prior to SunTrust, he was an Executive Director in the Atlanta office of JP Morgan Private Bank. Billy’s career in financial services includes his role in investment banking with SunTrust Robinson Humphrey where he delivered M&A and capital raising advice to growth companies and family businesses.

An Atlanta native, Billy is deeply committed and involved in civic activities in the Atlanta community. He currently serves on the Board of Trustees of Westminster. He is also a Life Member of the Winship Cancer Institute Advisory Board and served as a prior Board Chair. Previously, he served on the Board of Directors of the Atlanta Speech School and was a prior Board Chair. He is a member of the Rotary Club of Atlanta and has served in a variety of club leadership positions. He serves on the American Jewish Committee’s Atlanta Board of Councilors as well as the Chick-fil-A Peach Bowl Board of Advisors. Billy is an active member of The Temple, where he is the Chair of the Lynne & Howard Halpern Endowment Fund Board.

Billy earned his BA in Economics from Boston University and his MBA from The University of Chicago Booth School of Business with a concentration in finance and accounting.

In his free time, Billy enjoys traveling, golf, skiing, musical theater, and pretty much any Atlanta sports team.

 

Alex joined Homrich Berg in November 2023 as a Director within the HB Family Office. He helps ultra-high-net-worth families navigate every aspect of their financial lives, making complex decisions more manageable and meaningful. Alex brings over 17 years of experience in investment management and estate planning to his clients, serving as an advisor to multi-generational families, executives, and business owners.

Before HB, Alex was a Wealth Advisor with SunTrust, which then became Truist Wealth, for 11 years, where he worked with high-net-worth families to address their investment management, financial planning, banking, and credit needs. Prior to this role, he spent six years at Wachovia within the Private Banking group providing comprehensive advice to affluent clients.

Originally from Manchester, UK, Alex holds a Bachelor of Arts with Honors in History from University College London.

He lives in Candler Park with his wife and two sons and enjoys traveling, music, and reading.

Travis joined Homrich Berg as Chief Compliance Officer in 2022 and has worked in Wealth Management since 2005. Prior to joining Homrich Berg, he served as Chief Compliance Officer for Gratus Capital. He is responsible for the compliance program and all regulatory compliance matters for the firm.

Travis holds a BS degree in Finance from the University of Tennessee and lives in southwest Atlanta with his dog, Charlie. In his spare time, he enjoys playing tennis, world travel, running and long Beltline walks with Charlie.

Abbey joined Homrich Berg after 16 years of law practice devoted to estate, gift and charitable planning, probate, trust and estate administration, pre/post-marital planning and business succession planning. As a Principal in the HB Family Office division, Abbey serves as our Family Wealth Strategist applying the company’s holistic approach to each client’s planning, and she provides clients with ongoing, personalized guidance on tax-efficient wealth, business and estate planning strategies.

As a Shareholder in her previous firm, Abbey earned many awards for her work, but she takes the most pride in her ability to uniquely engage with her clients, listen to and empathize with their individual needs, and translate discussions into a meaningful plan that is representative of her clients’ personal wishes, family and tax-oriented goals and best interests.

Abbey enjoys educating others about topics relevant to their lives, and both writes and lectures on a variety of topics, including estate and tax planning, philanthropy, complex gift planning structures, planning for the newly single individual, planning for aging and longevity, planning for modern family structures and the interplay of family law and estate planning.

A native New Yorker, Abbey holds a Bachelor of Arts, Summa Cum Laude, from Arizona State University, a Juris Doctorate (J.D.) from the University of Miami School of Law, and a Masters of Law (LL.M.) in Taxation, with honors, from the University of Alabama School of Law. Abbey is a member of the American, Georgia and Atlanta Bar Associations. She is also a member of the Atlanta Estate Planning Council, for which she served as a Board Member, chairs the Children’s Healthcare of Atlanta Legacy Advisor Council, co-chairs the Advisory Council for Jewish Home Life Communities, and serves on the Planned Giving Committee for Pace Academy and on the Board of the Jewish Federation of Greater Atlanta.

Abbey lives in Buckhead with her son, Jack, daughter, Ryan, and love of her life, Matt.

Isaac Bradley is the Director of Financial Planning at Homrich Berg. He uses his breadth of knowledge to work closely with HB client service teams on retirement, estate, insurance, tax, business transition, and charitable planning issues. He is responsible for creating scalable resources for advisors, ensuring they have access to the latest relevant information, and implementing consistent planning processes.

Prior to joining Homrich Berg, Isaac was a Senior Wealth Planning Strategist with Wells Fargo in their Atlanta office where he worked with clients to develop plans and implement solutions based on a thorough understanding of their personal goals and objectives. Prior to working at Wells Fargo, he was an attorney at Lynch & Eatman, LLP for eight years, practicing in the areas of estate planning, tax, general business, and commercial real estate. Prior to working at Lynch & Eatman, LLP, Isaac was an accountant with KPMG, LLP. He has been in the financial services industry for more than 15 years.

Isaac earned a Bachelor of Arts degree in Mathematics and English from Brevard College, and a Juris Doctor and Master of Accounting from The University of North Carolina. He is a past Chair and active member of the NCBA Tax Section (2009 – present) and also holds the Certified Public Accountant designation. Isaac is a CERTIFIED FINANCIAL PLANNER™ professional.

Isaac and his wife Lucy have two children, Wren and Woods. He enjoys spending time outside with his family and stays in shape trying to keep up with his kids.