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.
