Stephanie Lang, CFA

by

Stephanie joined Homrich Berg in 2005 and was named Chief Investment Officer in 2014. Stephanie oversees a team of professionals within the Investment Department of HB and is responsible for all investment matters including asset allocation, the selection and monitoring of traditional and alternative investments, as well as the research efforts for HB’s internal private fund-of-funds. She also chairs the firm’s Investment Committee.

Stephanie has more than 25 years of experience in the investment industry. Prior to Homrich Berg, Stephanie was a portfolio manager for Bank of America’s private bank. While at Bank of America, she managed assets for individual and family trusts, charitable trusts, and foundation and retirement accounts. Prior to Bank of America, Stephanie was in equity research with Robinson Humphrey, where she covered technology and media companies.

During her career, Stephanie has often been a resource for the media covering the world of finance and investments, including being quoted in publications such as The Wall Street Journal, Barron’s, Financial Advisor, and Citywire. Stephanie has also served on numerous panels at industry conferences and has been a repeat guest on CNBC, Bloomberg, and FoxNews.

Stephanie earned a master’s in business administration from Georgia State University and a bachelor’s degree in finance from the University of Georgia. Stephanie is a member of the CFA Institute and on the board of trustees for CFA Society Atlanta. Stephanie is also a member of the RIA Advisory Board for JP Morgan and iCapital. She is active in the community serving on the Investment Committee for two local non-profit organizations, Mercy Care and Community Foundation for Greater Atlanta.

Stephanie lives in Dunwoody with her husband Chris and two daughters.

Click below to read my featured article in CityWire RIA.

Billy Levine

by

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.

 

Brad Glover, CFA

by

Brad joined Homrich Berg in September 2024 as a Principal in the HB Family Office division. He specializes in delivering comprehensive wealth management strategies to ultra-high-net-worth families and family offices. With extensive experience in complex investment management, financial planning, tax strategy, estate planning, philanthropic initiatives, and family governance and education. Brad is adept at addressing the unique needs of his clients. His expertise in investment management enables him to provide a holistic approach, including customized asset allocations, investment selection, asset location strategies, risk management, and comprehensive performance reporting. Additionally, he has a robust background in private and alternative investing, further enhancing his ability to serve the needs of ultra-high-net-worth clients effectively.

Before joining HB, Brad served as Senior Vice President at Truist Wealth within the GenSpring segment (formerly GenSpring Family Offices), where he was responsible for the investment experience of approximately 25 families with assets exceeding $1.5 billion.

During his tenure, Brad was a member of GenSpring’s portfolio construction group and the NextGen committee, and he contributed to the family symposium steering committee. He also played a role in developing content for the firm’s family office services group and was a featured speaker at the firm’s numerous symposiums, NextGen conferences, and learning series focusing on topics such as next generation investing, behavioral and thematic investing, family office dynamics, and entrepreneurship.

Brad began his career at United Bankshares, where he initially served as a credit analyst, underwriting the bank’s most complex transactions with a primary focus on the commercial real estate and oil and gas sectors. He subsequently advanced into a management development role, gaining significant experience across all wealth management departments, including operations, compliance, sales management, and executive leadership. His performance ultimately led to his role as Principal of the bank’s dually registered broker-dealer and RIA subsidiary.

Brad graduated from West Virginia University with a B.S. in Accounting and Finance. He is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Tampa Bay.
He enjoys spending time with his wife, three children, and adopted border collie, traveling, being outdoors, and playing golf.

Alex Arnold

by

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.

Trent Arnone, CFP®

by

Trent joined Homrich Berg in January 2017 and is currently a Director. In this role, he and his team work with a diverse client base consisting of working professionals, retirees, and corporate executives. Through collaboration and comprehensive planning, he works alongside his clients to help them achieve their financial goals.

Before HB, Trent spent two years with Fort Washington Investment Advisors in Cincinnati. He received his Bachelor’s degree in Finance from the University of Cincinnati and is a CERTIFIED FINANCIAL PLANNER™ professional.

Trent is an active member of the National Association of Personal Financial Advisors (“NAPFA”), a professional association of Fee-Only financial advisors. He co-leads NAPFA’s Atlanta Study Group and serves as membership chair on the south region board.

In his spare time, Trent enjoys spending time with his family and friends, traveling, and rooting for the Chicago Bears and Cincinnati Bearcats. He lives with his wife, daughter, and dog in Smyrna.

John Willoughby, CFA

by

John joined Homrich Berg in September 2024 as a Principal in the HB Family Office division. He has over 30 years of investment management experience and is focused on portfolio construction and investment management for a select group of client families. John builds customized investment portfolios to meet the unique financial needs of the families he works with, using a combination of public and private equity, debt, and alternative investment vehicles in an open architecture environment.

Before joining HB, he spent 14 years as a Senior Vice President and Senior Investment Manager at Truist Wealth, where he was responsible for approximately $1.2 billion in client investment assets under management. Before Truist Wealth, he was a Senior Portfolio Manager with Key Private Bank in Ft. Myers, FL. In addition to managing client portfolios, John served as one of seven members of Key Private Bank’s Investment Strategy Committee, which formulated the bank’s market outlook and tactical asset allocation guidelines used by all Key Private Bank teams nationwide. Before Key Private Bank, John was a Portfolio Manager with the U.S. Trust division of Bank of America (now Bank of America Private Bank) in Savannah, GA, where he managed investment portfolios for high-net-worth families, charitable trusts, and endowments.

John is a graduate of Auburn University with a degree in Finance. He has held the Chartered Financial Analyst (CFA) designation since 2001 and is a member of the CFA Society of Tampa Bay.
He lives in Tampa with his wife and three children. John enjoys fishing, boating, and hunting with family and friends.

Michael Mele, CFA

by

Michael joined HB Wealth in January 2025 after working with WMS Partners since June 2023 and is currently a Portfolio Manager within the firm’s investment department. He is responsible for trading and managing client portfolios, as well as research and due diligence for fixed income managers.

Prior to joining HB, Michael spent 11 years at T. Rowe Price as an Investment Analyst, Investment Liaison, and Fund Accountant in the firm’s fixed income department. He also worked at AstraZeneca as a Senior Financial Analyst.

Michael earned a BS from Penn State University with a major in Finance and a minor in Economics and is a member of the CFA Institute.

In his spare time, Michael enjoys playing guitar and spending time outdoors.

Bill Cleveland, CPA, CFP®, PFS

by

Bill has served in an advisory capacity role for over 20 years. He takes great pride in putting his clients first and surrounds them with a team of advisors who will do the same. He is also committed to professional and personal development.

Bill started his career as a senior associate with PriceWaterhouseCoopers. After two years he started working as an associate with Homrich Berg in which he supported advisors to assist clients with their financial planning and investment needs. Bill went on to start his own wealth management firm, Calvary Wealth, in 2004. Calvary Wealth was created with the premise that trust is essential, and client’s need to trust their advisor’s judgement, knowledge, and ability. After many years of successfully serving clients, Bill chose to merge Calvary Wealth with Homrich Berg in 2023.

Bill received his Bachelor of Business Administration with an Accounting concentration from The University of Georgia, his MBA in Financial Planning and Finance from Georgia State University – J. Mack Robinson College of Business, is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and a Personal Financial Specialist.

Bill is an active member of the Bar Study Group, meeting twice a year with fellow professionals, who are dedicated to improving their knowledge base. He is a National Association of Personal Financial Advisors (NAPFA) member, American Institute of Certified Public Accountants (AICPA) member, Heritage Academy Board Member, and works with the Kingdom Here Ministries. Because of his contribution mindset and commitment to our nation’s future, Bill has a passion for being a mentor and role model for kids. He participates in a mentoring and coaching program for elementary and middle school boys and is also a baseball coach.

In his spare time Bill enjoys traveling, playing golf, and spending time with friends and family.

Amy Owen, J.D., LL.M.

by

Amy is a Principal in the HB Family Office division.  She is an advisor to ultra-high net worth families and family offices and is responsible for a wide variety of their wealth management needs. Amy customizes her advice based on lifestyle needs and legacy objectives, focusing on both the family as a whole and its individual members.  She focuses on estate and gift planning, tax planning, financial planning, philanthropy, risk management and family governance.

Amy’s interest in planning began at law school, and she earned the outstanding tax student designation at the University of Virginia in 1997.  She then received her LL.M. in taxation from the University of Florida, and settled in Naples, Florida to begin her career as an estate planning attorney.  As an attorney, Amy advised clients on estates and trusts, tax planning, business success planning, asset protection, entity selection and planned giving.  She became a partner in the trusts and estates department of Fowler White Boggs Banker in 2004, and was chosen as one of Gulfshore Business’ 40 Under 40 that same year.

Amy became a Senior Wealth Strategist for the Private Bank of Bank of America in 2006, and continued that role with Hawthorn PNC Family Wealth and GenSpring SunTrust Private Wealth until joining Homrich Berg in 2021.  As a Wealth Strategist, she appreciated the mandate to expand beyond traditional legal advice as well as the time she could take to help her clients truly understand their planning opportunities. She found that clients who worked with her to develop this understanding were better able to communicate their objectives to their advisory team and then implement a truly optimal plan.

Amy is a member of the Florida Bar Association (Real Property and Probate and Tax sections), and has contributed to several publications, as an author and editor, on various planning topics.

She is a supporter of the American Red Cross, Children’s Home Society, Friends of Foster Children, and the Naples International Film Festival.  Her time away from work is spent in Naples with her husband, Blake, and their dogs, or traveling to visit their family and friends, music festivals, ski resorts, wineries, and other fun destinations.

Kory Gildea, CFP®

by

Kory joined Homrich Berg in July of 2019 after previously completing an internship with the company. He graduated from the University of Georgia with a degree in Finance from the Terry School of Business. Kory completed the Boston Institute of Finance – Bryant University Financial Planning Program in December of 2019 and has been a CERTIFIED FINANCIAL PLANNER™ professional since February 2022.

Kory lives in Brookhaven with his wife. In his free time, he enjoys going to concerts, playing sports, traveling, and watching the University of Georgia Football team win National Championships.

Miri Maxon

by

Miri joined Homrich Berg as a Client Care Coordinator in October 2013. Prior to HB, Miri spent eleven years on Lee Van Leuvan’s team at LVL Financial, Inc. At Homrich Berg, she manages a client service team to handle day-to-day client needs, money movements, new client onboarding, and various account servicing needs.

Miri graduated with her B.S. in Criminal Justice and A.S. in Business Management/Finance from Penn Foster College. She has also completed certifications in Bookkeeping, Microsoft Office and the Paraplanner Certification program. In her spare time, she enjoys cruising and traveling to the beach.

Dan Mento, CFA

by

Dan joined HB Wealth in January 2025 after working with WMS Partners since April 2021 and serves as a Portfolio Manager. In his role, Dan manages investment portfolios in accordance with clients’ personal and financial goals and conducts investment research in various asset classes.

Before joining HB, Dan served as a Fixed Income Analyst at Pinnacle Advisory Group, where he conducted research and generated investment ideas on behalf of client portfolios.

He earned his Bachelor of Business Administration degree with a major in Finance from James Madison University and is a CFA charterholder.