William Bolen
  • Hometown

    Statesboro, GA

  • Colleges

    University of Alabama, Harvard Business School

  • Certifications

    CFP®, CFA

  • Neighborhood

    Ansley Park

  • Office Location


Bill Bolen, CFP®, CFA

Principal & Chief Marketing Officer

Bill is an experienced wealth advisor and executive leader who works with ultra high net worth families to help them navigate the markets and manage their financial lives.  He also leads corporate Marketing and Strategy initiatives for Homrich Berg and serves as a leader in the HB Family Office practice.

Prior to joining Homrich Berg in 2009, Bill served most recently as leader of the Terwilliger Family Office and as the first President of the Atlanta Dream WNBA sports franchise.  Bill brings a wide range of expertise to the firm, ranging from family office management and investment management to executive advisory services and professional services management.  He started his professional services career as a manager at McKinsey & Company’s Atlanta office before co-founding The DaVinci Group, a strategy and marketing consulting firm based in Atlanta that eventually became TopRight.  During his consulting career, Bill was also responsible for leading the consulting effort for a number of metro Atlanta initiatives to improve the quality of life and economic growth including the creation of the Atlanta BeltLine, the Metro Atlanta Transportation Initiative, and the Mayor’s Affordable Workforce Housing Task Force.

Bill received his M.B.A. with distinction from the Harvard Business School and graduated summa cum laude from the University of Alabama with a B.S. in marketing where he received the Outstanding Senior Award for the University.  He was chosen as one of the Atlanta Business Chronicle’s Top 40 Under 40 in 2008.  In addition to appearances on CNBC and local Atlanta television stations, he has been featured in articles in Barron’s, The New York TimesAtlanta Business ChronicleAtlanta Journal Constitution, and Georgia Trend.

An active member of the community, Bill serves on the Board of Directors for the Piedmont Park Conservancy and the Board of Advisors for the Metro Atlanta Chamber of Commerce. Bill has previously served on the Board of Directors for the Ansley Park Civic Association, Museum of Contemporary Art of Georgia Board of Directors, Mount Paran Christian School Board of Trustees, Atlanta Neighborhood Development Partnership Board of Directors, and the Community Advisory Board for Children’s Healthcare of Atlanta. He is an active supporter of the Atlanta Botanical Garden and High Museum of Art. Bill is a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals