• Colleges

    University of Georgia

  • Neighborhood

    Lawrenceville

Lee Earhart

Performance System Manager

Lee joined Homrich Berg in December 2019. Prior to HB he was Cedar Rowe Parnters chief portfolio operations contact and lead trader, Lee works with clients and their Cedar Rowe advisors to implement portfolio decisions through trading and cash management. One of his primary functions is to monitor portfolios on a daily basis for account activity and changes in market values to ensure that the desired portfolio allocation targets are maintained. He also assists clients with 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 before finally finding a home with Cedar Rowe Partners.

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 two cats. Lee is blessed to be able to take care of his mother who also lives with them.