Homrich Berg Adds Two Senior Leaders In Wealth Planning Roles

Abbey Flaum and Isaac Bradley bring depth and expertise to $12B RIA

ATLANTA — September 19, 2022 — Homrich Berg is excited to welcome two key client service additions as Abbey Flaum joins as Managing Director, Family Wealth Strategist and Isaac Bradley joins as Director of Financial Planning. The pair join as the $12 billion RIA continues to bolster its leadership team and enhances its already deep family wealth planning expertise. Flaum and Bradley share a similar background in complex tax and estate planning law, while Bradley also served clients as a wealth planner and accountant during his career.

“We’re excited to have Abbey and Isaac join the HB team,” said Thomas Carroll, president of Homrich Berg. “As we continue to grow, both will play an instrumental role in not only helping to serve clients directly but also providing resources to our advisor teams that will help them provide the HB standard of service to our clients.”

As Family Wealth Strategist at Homrich Berg, Flaum will focus on providing complex estate and tax planning advice for clients with taxable estate situations, while also serving as a central resource for all HB client service teams on estate planning issues. She has spent 16 years in private law practice in trusts and estates, most recently as a shareholder with Cohen Pollock Merlin Turner, and has been an active leader in the Atlanta community for many years.

“In my years of law practice, I was continually impressed by the thought, care, and personalized involvement that Homrich Berg advisors committed to the estate planning process for clients we shared,” Flaum said. “Like me, HB advisors worked to earn their clients’ trust, which is integral in the creation of any strong relationship. The opportunity to create the Family Wealth Strategist role at such a quality institution committed to deep client service was irresistible, and the fact that Homrich Berg placed significant value in creating this role demonstrates the firm’s commitment to holistically and meaningfully planning for its clients.”

As the Director of Financial Planning at Homrich Berg, Bradley will use his breadth of knowledge to work closely with HB client service teams on retirement, estate, insurance, tax, and charitable planning issues. He will be responsible for creating scalable resources for advisors, ensuring they have access to the latest relevant information, and implementing consistent planning processes. Bradley is joining HB from Wells Fargo where he served as a Senior Wealth Planner for five years.

Bradley echoed the sentiments of Flaum about Homrich Berg’s client-centric culture: “I’ve always shared HB’s client-first mindset. Having a technical background and being client-facing allows me to work with clients to educate and enhance their financial lives while also providing our advisor teams with resources to serve their clients well.”

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $12 billion for more than 2,000 family relationships nationwide.

 

Contact:

Rodneya Ross
Gregory FCA for Homrich Berg
610-228-2093
rodneya@gregoryfca.com

HB Named to Atlanta Business Chronicle’s 2022 Best Places to Work List

We are proud to announce that we made Atlanta Business Chronicle’s 2022 Best Places to Work List.

Check out our careers page to see just why HB is the best place to work!

Homrich Berg Expands Investment Team, Adds Sarah Hauptman as Director of Real Estate

$11B Atlanta-based RIA responds to investor interest in real estate investments, enhances suite of private investment offerings.

ATLANTA —April 21, 2022 — In response to continued client demand for private real estate investments, Homrich Berg (HB) has added real estate industry expert Sarah Hauptman as Director of Real Estate. She joins current HB Principal Ross Bramwell on the real estate sourcing and due diligence team.  HB has invested directly in individual real estate properties for over 25 years in HB client portfolios, and has committed over $300 million to direct real estate investments for HB clients during the past five years alone.

With over 15 years of experience in commercial, multifamily and other real estate sectors across industries like industrial and hospitality, Hauptman brings next-level expertise to the dedicated HB investment team. Hauptman’s background working with institutional investors in the private real estate space provides a deep network and knowledge that will benefit HB clients looking for private real estate investments. “I’m eager to leverage my experience in a new way to help expand Homrich Berg’s private investments platform,” explains Hauptman. “I’ve worked in the Sunbelt region over the last several years, and I’m excited to help clients capitalize on the potentially lucrative opportunities in this growing region.”

Additionally, HB’s expanded private markets offerings will provide clients an option for potentially hedging against rising inflation. Thomas Carroll, President of Homrich Berg, explains how this mindset — and the growing popularity of private investments — confirmed the need for adding another real estate expert like Hauptman to the team.

“Real estate is an easy to understand, tangible asset, which makes it an attractive alternative investment option to consider, especially down here in the Sunbelt region,” explains Carroll. “We’re excited to have Hauptman join our real estate team and bring her network and skills in the real estate investing space, working hand in hand with our already extensive bench of private investments experts.”

Hauptman, an Atlanta native, recently moved back to the region after spending time in Dallas working with E2M Partners, Compatriot Capital and most recently Banner Oak Capital Partners, where she managed industrial assets across the Southeast region.

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide.

Homrich Berg Acquires $1.5B RIA Oakbridge Partners

ATLANTA — April 4, 2022 — Homrich Berg (HB) is pleased to announce that the firm is expanding its presence in metro Atlanta with the addition of Oakbridge Partners, a $1.5 billion RIA based in Buckhead. When the deal closes, the combined assets under management are expected to be over $13 billion, building on HB’s position as the largest fee-only fiduciary wealth management firm in Atlanta.  The deal is expected to close at the end of May.

Warren Wick II, CFP®, CPA, William Cohen, JD, LLM, Jennifer Storey, CFP®, Eric Toole, CFP®, and Brandon Downs, CFP® will join the firm as Principals along with the rest of the team from Oakbridge Partners. The team brings a combined 100+ years of wealth management experience, adding depth to Homrich Berg’s expertise across a wide range of planning and investments issues.

Oakbridge Partners was founded in 1974 and, like Homrich Berg, is one of the oldest fee-only fiduciary wealth management firms in the Southeast. The move to join HB came as the firm had identified the need for greater infrastructure and resources to serve its client base as it continued to grow rapidly. As the largest independent fee-only wealth management RIA in Atlanta, HB provides the internal resources, executive management, private investments, and technology platform to allow the Oakbridge advisors to focus on clients and offer them an enhanced client experience.

“For us, every firm that joins HB must be a cultural fit and hold a strong belief in serving clients the way that we do by putting planning first,” says Thomas Carroll, president at Homrich Berg, who worked with both Toole and Downs previously. “With aligned firm philosophies and talent, we feel confident that the new team will be a seamless extension of our firm as we expand our strong presence in Atlanta.”

“We hit a critical point in our growth and had to make an important decision to either add infrastructure – including management, investment solutions, and technology – or to partner with a firm with those capabilities,” says Oakbridge principal William Cohen. “We have great respect for what our friends down the road at HB have built, and are excited to join the firm and be part of the firm’s growth trajectory in the Southeast.”

The Oakbridge Partners advisors serve more than 480 households across 19 different states.  The advisor team includes a talented group of younger associates and client service operations leaders.  The team will remain in its current office near HB’s Buckhead office until Homrich Berg’s current office expansion project at Three Alliance Center is complete in 2023. The estimated $1.5 billion of AUM associated with Oakbridge Partners includes roughly $300 million of AUM associated with Oakbridge Partners subsidiary Antares Wealth Management.

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide.

Andy-Berg

Andy Berg Named To Atlanta Magazine 500 Most Powerful Leaders In 2022

Homrich Berg is pleased to announce that CEO Andy Berg was named to Atlanta Magazine 500 Most Powerful Leaders in 2022. Andy co-founded Homrich Berg in 1989 with the belief that high-net-worth individuals need access to conflict-free financial planning and investment advice. Over 30 years later, Berg has been named to the Atlanta Magazine’s 2022 Atlanta 500 list of influential business leaders.

Andy developed HB’s model for serving clients’ wealth management needs on a fiduciary, fee-only basis.  Andy offers his diverse clientele hands-on counsel and oversees the management and operations of the firm. Andy’s expertise spans the wealth management profession and includes financial and estate planning, taxation, and investment strategy.

Please see Important Disclosure Information Regarding Awards and Recognition

Robin Aiken, CFP® Named to Forbes America’s Top Women Wealth Advisors 2022

Congratulations to Robin Aiken, CFP® for being named to America’s Top Women Wealth Advisors, presented by Forbes. Robin has been named on this list several times now, and we could not be more proud of her dedication to guiding successful women towards their financial goals. See Robin’s ranking here.

Please see Important Disclosure Information Regarding Awards and Recognition

HB Invests in Risk Management Expertise

Our new Chief Risk Officer Kruti Bolick discusses the proactive approach we’re taking to risk management as we pass $10B in AUM and expand outside the Atlanta region via RIABiz

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

This document is for information purposes only and does not constitute an offering of any product. Certain of the information herein is forward-looking in nature, such as forecasts, projections and other assessments of potential future outcomes. There is no assurance that the results contemplated by such statements will occur, or that actual results will not vary materially.

Meet Homrich Berg’s Newest Principals

Homrich Berg (HB) is pleased to announce the appointment of Ford Donohue, Jeff Rosengarten and Dan Ziznewski as the newest Principals for the firm. “Ford, Jeff, and Dan are important members of our HB team” said Andy Berg, co-founder and CEO of Homrich Berg. “My partners and I are proud to welcome them as the newest owners of HB.”

About Ford

Ford joined Homrich Berg in 2014 and currently leads our research and due diligence efforts in both hedge funds and equities.

Ford is the President and a Portfolio Manager of the Peachtree Alternative Strategies Fund, a fund of hedge funds originally created internally for HB clients who do not pay additional fees to utilize the Fund. In his role as President, Ford is in charge of managing the day to day operations of the Fund. In his role as Portfolio Manager, he leads the effort to source new investment ideas and leads the due diligence efforts on potential and existing portfolio investments. He has extensive experience in analyzing the various hedge fund strategies in which we invest including equity long/short, credit, macro, structured credit, and multi-strategy funds, among others.

About Jeff

Jeff joined Homrich Berg in 2011 after interning with the firm. Jeff earned two Bachelor’s degrees in Finance and Financial Planning from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and serves as the firm’s expert on social security and annuities.

An active member in the community, Jeff is a member of Temple Sinai and recently served on the Board of Trustees and currently serves on the Endowment Investment Committee. Jeff is an active member of the North Atlanta Tax Council and the National Association of Personal Financial Advisors (NAPFA) study group for young, fee-only advisors in Atlanta. Jeff also serves on the boards of the Atlanta Tax Forum and University of Georgia Financial Planning Alumni Board.

About Dan

Dan joined Homrich Berg in 2014 and currently oversees sourcing, due diligence, and manager selection for various private alternative asset classes, including private equity (buyout, growth equity, and venture capital), private debt, natural resources, and other opportunistic strategies. His research and due diligence efforts are implemented into HB’s proprietary funds of funds and client portfolios directly.

Prior to HB, Dan earned his MBA in finance from Emory’s Goizueta Business School, where he served as a Fellow in Emory’s Center for Alternative Investments. Prior to Emory, Dan spent four years at Portfolio Advisors, a private equity, private real estate, and private credit investment firm. As a Senior Associate he performed due diligence on private equity fund managers for the firm’s funds of funds and advisory clients.

Meet Homrich Berg’s Newest Principals

Homrich Berg (HB) is pleased to announce the appointment of Ford Donohue, Jeff Rosengarten and Dan Ziznewski as the newest Principals for the firm. “Ford, Jeff, and Dan are important members of our HB team” said Andy Berg, co-founder and CEO of Homrich Berg. “My partners and I are proud to welcome them as the newest owners of HB.”

About Ford

Ford joined Homrich Berg in 2014 and currently leads our research and due diligence efforts in both hedge funds and equities.

Ford is the President and a Portfolio Manager of the Peachtree Alternative Strategies Fund, a fund of hedge funds originally created internally for HB clients who do not pay additional fees to utilize the Fund. In his role as President, Ford is in charge of managing the day to day operations of the Fund. In his role as Portfolio Manager, he leads the effort to source new investment ideas and leads the due diligence efforts on potential and existing portfolio investments. He has extensive experience in analyzing the various hedge fund strategies in which we invest including equity long/short, credit, macro, structured credit, and multi-strategy funds, among others.

About Jeff

Jeff joined Homrich Berg in 2011 after interning with the firm. Jeff earned two Bachelor’s degrees in Finance and Financial Planning from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and serves as the firm’s expert on social security and annuities.

An active member in the community, Jeff is a member of Temple Sinai and recently served on the Board of Trustees and currently serves on the Endowment Investment Committee. Jeff is an active member of the North Atlanta Tax Council and the National Association of Personal Financial Advisors (NAPFA) study group for young, fee-only advisors in Atlanta. Jeff also serves on the boards of the Atlanta Tax Forum and University of Georgia Financial Planning Alumni Board.

About Dan

Dan joined Homrich Berg in 2014 and currently oversees sourcing, due diligence, and manager selection for various private alternative asset classes, including private equity (buyout, growth equity, and venture capital), private debt, natural resources, and other opportunistic strategies. His research and due diligence efforts are implemented into HB’s proprietary funds of funds and client portfolios directly.

Prior to HB, Dan earned his MBA in finance from Emory’s Goizueta Business School, where he served as a Fellow in Emory’s Center for Alternative Investments. Prior to Emory, Dan spent four years at Portfolio Advisors, a private equity, private real estate, and private credit investment firm. As a Senior Associate he performed due diligence on private equity fund managers for the firm’s funds of funds and advisory clients.

Homrich Berg Expands Management Team, Adding Chief Risk Officer Kruti Bolick and VP of Operations Randy Schultz

Leading Southeast RIA adds key personnel to support next phase of growth & infrastructure

ATLANTA — December 16, 2021 — Homrich Berg (HB) is expanding its internal infrastructure with the recent additions of Kruti Bolick as Chief Risk Officer and Randy Schultz as Vice President of Operations. The pair join the $10 billion RIA on the heels of its recent expansion in Florida, as the firm continues to build out its physical footprint in the Southeast region. Bolick and Schultz add new levels of expertise to the already deep management team to provide support and direction as HB grows.

As CRO, Bolick will build upon the strong compliance program the firm already has in place led by Chief Compliance Officer Chris Casdia, and focus on holistic risk management to further position the firm for success as it grows organically and through targeted acquisitions. “I’m looking forward to broadening the scope of what HB can do by thinking collectively about compliance, strategic, operational and investment risk,” says Bolick. “The firm is in a promising position for growth and being proactive about risk is critical for success. I’ve worked in the industry for over 20 years and am excited by the culture, values, people and opportunity to serve in a new role here.”

As VP of Operations, Schultz will work closely with COO Kyle Glenn to optimize processes for scale and service quality so that advisors can focus solely on offering advice and support for HB clients.  “Customer service is part of my DNA, and HB’s culture of taking care of clients is what drew me to the firm,” explains Schultz. “I love figuring out what can ‘make the flywheel spin faster,’ and by simplifying processes, our teams will be able to focus on what they do best: serving clients.”

“We’re thrilled to add both Kruti and Randy to the team,” adds Thomas Carroll, President of Homrich Berg. “Their experience and expertise will be invaluable, helping us to maintain our client-first focus as we grow.”

Bolick brings over 20 years of financial services industry experience to the firm, previously holding posts at SunTrust, Wells Fargo and PWC. She has a B.B.A. in finance and marketing from Georgia State University and completed the Consumer Bankers Association Executive Banking School. In addition, Bolick is a Certified Fiduciary and Investment Risk Specialist (CFIRS).

Schultz offers deep operations experience from outside the industry, having worked at Home Depot for 10 years in store operations, workforce planning, industrial engineering and optimization processes related to HR, IT and financial impacts. Additionally, he holds a B.S. in management from Georgia Institute of Technology.

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide.