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New Principal and Director have joined Homrich Berg

Homrich Berg Adds Depth to HB Family Office Team with New Principal and Director

Principal Billy Levine and Director Alex Arnold join the $14B Atlanta RIA ATLANTA – December 4, 2023 – Homrich Berg is excited to welcome Billy Levine as a Principal, enhancing…

Meet Homrich Berg’s Newest Principals as of January 1, 2024

We are pleased to announce the appointment of Abbey Flaum, David Kochamba, Evan Byers, Gene Brooks, and Philip Clinkscales, III as the newest Principals for the firm. “Abbey, Evan, Gene,…

Congratulations to Robin Aiken for ranking #7 out of 44 within GA

Congratulations to Robin Aiken for ranking #7 out of 44 within Georgia for Forbes/SHOOK’s 2024 Top Women Wealth Advisors Best-In-State! Click here to review the full list: https://bit.ly/4bxgp8c and to read the…

Homrich Berg Welcomes Michael A. Woocher as New Chief Advisory Officer and Principal

Experienced executive and advisor joins the senior leadership team of $16B Atlanta-based RIA with a focus on leading advisors and the client experience ATLANTA — April 1, 2024 —Homrich Berg,…

Congratulations Chris Kowal for ranking #15 out of 99 for Georgia – Atlanta

We would like to congratulate Chris Kowal for being ranked #15 out of #99 in Forbes 2024 Best-In-State Wealth Advisors list for the Georgia – Atlanta (High Net Worth) category! Click here…

Congratulations Robin Aiken for ranking #32 out of 99 for Georgia – Atlanta

We would like to congratulate Robin Aiken for being ranked #32 out of #99 in Forbes 2024 Best-In-State Wealth Advisors list for the Georgia – Atlanta (High Net Worth) category! Click here…

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…

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…

Robin Aiken, CFP® Named to Forbes America’s Top Women Wealth Advisors 2021

Congratulations to Robin Aiken, CFP® for being named to America’s Top Women Wealth Advisors, presented by Forbes. This is a true testament to her dedication to guiding successful women towards…

Homrich Berg Named to Barron’s 2021 Top 100 RIA Firms

Homrich Berg is proud to announce being named to the Barron’s Magazine 2021 list of America’s Top 100 RIA Firms. HB is #41 on this list of the top independent…

Homrich Berg Onboards Wealth Advisor Emily Bentley to Elevate Family Office

ATLANTA — April 5, 2021 — Homrich Berg (HB) continues to cultivate a deep bench of seasoned wealth management professionals with the addition of Emily Bentley. Bentley, who has spent…

Homrich Berg Announces Jamie Hennessy as CFO

ATLANTA — May 11, 2021 — Homrich Berg is pleased to announce the addition of Jamie Hennessy as its new Chief Financial Officer. He replaces Tony Guinta, who is stepping…