Adam Heffner

Investment Administrative Specialist

Adam-Heffner-e1636467664670
Hometown

Woodstock, GA

Colleges

Kennesaw State University

Office Location

Atlanta (HQ)

Adam joined Homrich Berg as an Investment Administrative Specialist in October 2021. He is responsible for overseeing alternative investment purchases and redemptions and provides general support surrounding alternative investments. Additionally, Adam is responsible for obtaining and executing all alternative investment-related capital calls.

Before joining HB, he worked as a Business Process Specialist for a bookkeeping/payroll processing company. Before that role, Adam worked with Momentum Management, an I&D/Event services company, as a National Account Manager, where he also was an intern.

He graduated Cum Laude from Kennesaw State with a Political Science degree & Legal Studies minor.

In his free time, he enjoys watching and attending motorsport events and traveling. His favorite trip was visiting Greece where he proposed to his fiancé.

Adam-Heffner-e1636467664670

Adam joined Homrich Berg as an Investment Administrative Specialist in October 2021. He is responsible for overseeing alternative investment purchases and redemptions and provides general support surrounding alternative investments. Additionally, Adam is responsible for obtaining and executing all alternative investment-related capital calls.

Before joining HB, he worked as a Business Process Specialist for a bookkeeping/payroll processing company. Before that role, Adam worked with Momentum Management, an I&D/Event services company, as a National Account Manager, where he also was an intern.

He graduated Cum Laude from Kennesaw State with a Political Science degree & Legal Studies minor.

In his free time, he enjoys watching and attending motorsport events and traveling. His favorite trip was visiting Greece where he proposed to his fiancé.

Hometown

Woodstock, GA

Colleges

Kennesaw State University

Office Location

Atlanta (HQ)