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Homrich Berg Named to 2015 Financial Times 300 Top Registered Investment Advisers

Homrich Berg is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.

This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.

The “average” FT 300 firm has been in existence for 23 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C., and, on average, saw their total AUM rise by 18% in 2014.

The FT 300 is one in series of rankings of top advisers that the FT developed in partnership with Ignites Research: the FT 401 (DC retirement plan advisers); the FT 400 (financial advisers from traditional broker-dealer firms); and the FT 100 (women financial advisers).

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $4 billion for over 1300 family relationships nationwide.  For more information, please visit www.homrichberg.com.

Tricia Mulcare Named Top 40 Under 40 By InvestmentNews Magazine

Tricia Mulcare

Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce that firm Principal Tricia Mulcare has been selected for the InvestmentNews Magazine 2015 40 under 40 award.  This national award recognizes the top young talent among financial advisors from across the country.  This year’s class was selected from a national pool of almost 1,200 nominees by a panel of reporters, editors, and others at InvestmentNews.  Winners were chosen based on level of accomplishment, leadership, and contribution to the financial industry.  Tricia was honored earlier this month along with the other winners at a luncheon in New York on June 1.  A short video of Tricia’s comments on her passion for serving clients can be seen here.

Homrich Berg CEO Andy Berg said “We are proud to have so many talented young people on our team here at Homrich Berg, and we are excited to see Tricia recognized nationally for the great work that she does for our clients and in the community.”

Tricia joined Homrich Berg in 2003 and was recently named as a Principal for the firm in 2015.  She serves as HB’s divorce specialist and has appeared on the Visions Anew radio show “Divorce Resource.” In addition to writing multiple articles for Atlanta Woman magazine, Tricia has given a “Financial Planning 101″ presentation to various groups across the region. Tricia continues to serve on the Advisory Board for Visions Anew, an Atlanta-based non-profit that empowers divorcing women to successfully create and achieve a new vision for their lives.

Tricia graduated from the Georgia Society of CPAs Leadership Academy in 2007 and served on the Leadership Committee of the Estate and Financial Planning Section.  She is currently President of ProWIN – a women’s networking group in Atlanta with the mission of “Building Business by Building Relationships.” In addition, Tricia is on the March of Dimes Executive Leadership Team. She was the Treasurer for the Atlanta Chapter of the I.U. Alumni Association for 10 years and is an active member and Corresponding Secretary of the Buckhead Chapter of P.E.O., a philanthropic education organization.

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $4 billion for over 1300 family relationships nationwide.  For more information, please visit www.HomrichBerg.com.

HB Principal Tricia Mulcare Talks One-Time TSP Transfer/Withdrawal in NCBJ Conference News

Tricia Mulcare was recently featured in the quarterly publication of the National Conference of Bankruptcy Judges winter 2015 newsletter.  Read more in this article – Tricia Mulcare Talks One-Time TSP Transfer/Withdrawal in NCBJ Quarterly Publication – Winter 2015.

CIO Stephanie Lang Talks Alternative Investments With Financial Planning Magazine

Chief Investment Officer Stephanie Lang was recently quoted in Financial Planning Magazine.  Read more about the discussion on alternative investments in this article.