Homrich Berg
Description
Address: 3550 Lenox Rd NE #2700, Atlanta, GA 30326 Hours: Open ⋅ Closes 5PM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 264-1400Category: Place name: : : : Website: : : : Website: http://homrichberg.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Popular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 10 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Homrich Berg Posting publicly on the Web Write a review Reviews Be the first to review
Homrich Berg List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Homrich Berg. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Homrich Berg Salaries. You can even request information on how much does Homrich Berg pay if you want to. Learn about salaries, pros and cons of working for Homrich Berg directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
93 Homrich Berg employees in database. Find out everything there's to know about Homrich Berg employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Homrich Berg Employees
Employee
Years
Job
Industry
Ashley Preisinger Ashley Preisinger's Homrich Berg Experience 2008 - October 2012
Job APT Executive Director, Emory Proton Therapy Center
Industry Investment Management
Experience
Advanced Particle Therapy, LLC November 2014 - Present
WNBA Atlanta Dream October 2012 - February 2014
Homrich Berg 2008 - October 2012
Jade River Capital Management May 2007 - May 2008
Invesco US May 1996 - March 2007
Skills
Asset Managment, Wealth Management, Investment Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Asset Allocation, Financial Analysis, Strategic Planning, Business Strategy, Personal Financial..., Asset Management, Finance, Strategy, Leadership, Business Development, Financial Planning
Education
Emory University - Goizueta Business School 1994 — 1996
Master of Business Administration (M.B.A.), International Finance
Georgetown University 1989 — 1993
Bachelor of Science (BS), International Politics and Russian
The Bocconi Institute, Milan, Italy
Money, Banking and Finance Track
Gornyi Institute, St. Petersburg, Russia
Intensive Russian Language Program
Advanced Particle Therapy, LLC November 2014 - Present
WNBA Atlanta Dream October 2012 - February 2014
Homrich Berg 2008 - October 2012
Jade River Capital Management May 2007 - May 2008
Invesco US May 1996 - March 2007
Skills
Asset Managment, Wealth Management, Investment Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Asset Allocation, Financial Analysis, Strategic Planning, Business Strategy, Personal Financial..., Asset Management, Finance, Strategy, Leadership, Business Development, Financial Planning
Education
Emory University - Goizueta Business School 1994 — 1996
Master of Business Administration (M.B.A.), International Finance
Georgetown University 1989 — 1993
Bachelor of Science (BS), International Politics and Russian
The Bocconi Institute, Milan, Italy
Money, Banking and Finance Track
Gornyi Institute, St. Petersburg, Russia
Intensive Russian Language Program
Peter Geckeler Peter Geckeler's Homrich Berg Experience May 2013 - August 2013
Job Financial Planning Associate at Legacy Planning Group, Inc. Atlanta
Industry Financial Services
Experience
Legacy Planning Group, Inc. - Atlanta January 2014 - Present
Hewitt Lane Independent Financial Counsel January 2013 - December 2013
UGA Visitor Center January 2012 - December 2013
Homrich Berg May 2013 - August 2013
Blue Key Honor Society April 2012 - May 2013
Legacy Planning Group, Inc. May 2009 - August 2009
Camp All-American May 2009 - August 2009
Stoney River Lengendary Steaks March 2007 - August 2009
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Social Networking, PowerPoint, Interpersonal Leadership, Money Guide Pro, Leadership Development, Organizational..., Facebook, Leadership, Creative Writing, Fundraising, Strategic Financial..., Financial Planning
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (B.B.A.) & Bachelor of Science in Family & Consumer Sciences, Finance and Financial Management Services, 3.75 GPA
Legacy Planning Group, Inc. - Atlanta January 2014 - Present
Hewitt Lane Independent Financial Counsel January 2013 - December 2013
UGA Visitor Center January 2012 - December 2013
Homrich Berg May 2013 - August 2013
Blue Key Honor Society April 2012 - May 2013
Legacy Planning Group, Inc. May 2009 - August 2009
Camp All-American May 2009 - August 2009
Stoney River Lengendary Steaks March 2007 - August 2009
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Social Networking, PowerPoint, Interpersonal Leadership, Money Guide Pro, Leadership Development, Organizational..., Facebook, Leadership, Creative Writing, Fundraising, Strategic Financial..., Financial Planning
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (B.B.A.) & Bachelor of Science in Family & Consumer Sciences, Finance and Financial Management Services, 3.75 GPA
Katie Thomason Katie Thomason's Homrich Berg Experience May 2015 - August 2015
Job Graduate Student, Financial Planning
Industry Financial Services
Experience
Homrich Berg May 2015 - August 2015
University of Georgia January 2015 - May 2015
Pauleys Crepe Bar December 2014 - May 2015
Bourbon Street Bar July 2013 - January 2015
University of Georgia September 2013 - December 2013
Skills
Research Design, Organizational..., Microsoft Office, Internal Communications, Visual Communication, Communication Skills, Qualitative Research, Quantitative Research, Highly detail oriented, Sociology, Intercultural..., Organizational..., Social Media Measurement, AP Style, Tumblr, Customer Service, Microsoft Word
Education
The University of Georgia 2014 — 2015
Master of Science (M.S.), Financial Planning
The University of Georgia 2010 — 2013
Bachelor of Arts (BA), Communication Studies, 3.3
Kennesaw State University 2009 — 2010
Communication, General, 3.4
Homrich Berg May 2015 - August 2015
University of Georgia January 2015 - May 2015
Pauleys Crepe Bar December 2014 - May 2015
Bourbon Street Bar July 2013 - January 2015
University of Georgia September 2013 - December 2013
Skills
Research Design, Organizational..., Microsoft Office, Internal Communications, Visual Communication, Communication Skills, Qualitative Research, Quantitative Research, Highly detail oriented, Sociology, Intercultural..., Organizational..., Social Media Measurement, AP Style, Tumblr, Customer Service, Microsoft Word
Education
The University of Georgia 2014 — 2015
Master of Science (M.S.), Financial Planning
The University of Georgia 2010 — 2013
Bachelor of Arts (BA), Communication Studies, 3.3
Kennesaw State University 2009 — 2010
Communication, General, 3.4
Brian Hilderbrand, CFA Brian Hilderbrand, CFA's Homrich Berg Experience August 2008 - July 2013
Job Research Associate at Diamond Hill Capital Management, Inc.
Industry Investment Management
Experience
London Business School August 2013 - May 2015
Homrich Berg August 2008 - July 2013
LCG Associates 2006 - 2008
Reliance Trust Company 2005 - 2006
Skills
Investments, Portfolio Management, Investment Management, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Financial Modeling, Equities, Valuation, Alternative Investments, Financial Analysis, Finance, Equity Research, Fund Of Funds
Education
London Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance
London Business School August 2013 - May 2015
Homrich Berg August 2008 - July 2013
LCG Associates 2006 - 2008
Reliance Trust Company 2005 - 2006
Skills
Investments, Portfolio Management, Investment Management, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Financial Modeling, Equities, Valuation, Alternative Investments, Financial Analysis, Finance, Equity Research, Fund Of Funds
Education
London Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Paul Gillan Paul Gillan's Homrich Berg Experience April 2008 - November 2008
Job Legal and Business Affairs at A&E Television
Industry Legal Services
Experience
A&E Television April 2014 - Present
NBCUniversal, Inc. January 2013 - May 2013
Abrams Garfinkel Margolis Bergson, LLP May 2012 - November 2012
Cedars-Sinai Medical Center April 2010 - August 2010
Homrich Berg April 2008 - November 2008
Ameriprise Financial Services, Inc. September 2005 - April 2008
Hawkins Parnell Thackston & Young LLP May 2005 - September 2005
Skills
Litigation, Westlaw, Legal Writing, Corporate Law, Licensing, Intellectual Property, Copyright Law, Courts, Civil Litigation, Mediation, Trademarks, Trials
Education
Whittier Law School 2010 — 2013
Doctor of Law (J.D.) Cum Laude
Boston University 2000 — 2005
BA, Economics
A&E Television April 2014 - Present
NBCUniversal, Inc. January 2013 - May 2013
Abrams Garfinkel Margolis Bergson, LLP May 2012 - November 2012
Cedars-Sinai Medical Center April 2010 - August 2010
Homrich Berg April 2008 - November 2008
Ameriprise Financial Services, Inc. September 2005 - April 2008
Hawkins Parnell Thackston & Young LLP May 2005 - September 2005
Skills
Litigation, Westlaw, Legal Writing, Corporate Law, Licensing, Intellectual Property, Copyright Law, Courts, Civil Litigation, Mediation, Trademarks, Trials
Education
Whittier Law School 2010 — 2013
Doctor of Law (J.D.) Cum Laude
Boston University 2000 — 2005
BA, Economics
Charlie Holloway, CFP®, CDFA™ Charlie Holloway, CFP®, CDFA™'s Homrich Berg Experience 2004 - 2007
Job Managing Associate at Henssler Financial
Industry Financial Services
Experience
Henssler Financial 2008 - Present
UBS 2007 - 2008
Homrich Berg 2004 - 2007
Wachovia Securities 2000 - 2004
Skills
Investments, Alternative Investments, Bloomberg Terminal, Investment Strategies, Investment Management, Asset Allocation, Financial Modeling, Financial Analysis, Asset Managment, Wealth Management, Portfolio Management
Education
Georgia Tech 1995 — 2000
Bachelor of Science (B.S.), Management
The Lovett School 1989 — 1995
Henssler Financial 2008 - Present
UBS 2007 - 2008
Homrich Berg 2004 - 2007
Wachovia Securities 2000 - 2004
Skills
Investments, Alternative Investments, Bloomberg Terminal, Investment Strategies, Investment Management, Asset Allocation, Financial Modeling, Financial Analysis, Asset Managment, Wealth Management, Portfolio Management
Education
Georgia Tech 1995 — 2000
Bachelor of Science (B.S.), Management
The Lovett School 1989 — 1995
Ross Bramwell Ross Bramwell's Homrich Berg Experience November 2013 - Present
Job Homrich Berg
Industry Investment Management
Experience
Homrich Berg November 2013 - Present
Cornerstone Wealth Management, LLC January 2009 - October 2013
ChoicePoint, a LexisNexis Company 2005 - 2009
Cordys January 2005 - November 2005
Deloitte September 2003 - January 2005
Skills
Financial Audits, Auditing, Revenue Recognition, Financial Analysis, Investments, Operational Due..., Sarbanes-Oxley, Internal Audit, Investment Strategies, Alternative Investments, Real Estate Due..., Registered Investment..., Investment Advisory, Family Office, Private Placements
Education
Brigham Young University 2001 — 2003
Masters in Accounting, Accounting/Finance
Brigham Young University
BS in Accounting, Accounting
Homrich Berg November 2013 - Present
Cornerstone Wealth Management, LLC January 2009 - October 2013
ChoicePoint, a LexisNexis Company 2005 - 2009
Cordys January 2005 - November 2005
Deloitte September 2003 - January 2005
Skills
Financial Audits, Auditing, Revenue Recognition, Financial Analysis, Investments, Operational Due..., Sarbanes-Oxley, Internal Audit, Investment Strategies, Alternative Investments, Real Estate Due..., Registered Investment..., Investment Advisory, Family Office, Private Placements
Education
Brigham Young University 2001 — 2003
Masters in Accounting, Accounting/Finance
Brigham Young University
BS in Accounting, Accounting
Katherine Leddy's Homrich Berg Experience September 1998 - January 2000
Job Director of Business Development/ Financial Institutions
Industry Banking
Experience
Open Mortgage, LLC January 2015 - September 2015
Crescent Mortgage January 2009 - January 2015
Crescent Mortgage September 2000 - December 2007
Homrich Berg September 1998 - January 2000
Skills
FHA, Microsoft Excel, Loans, Customer Service, Credit Unions, Microsoft Word, PowerPoint, Securities, Financial Institutions, Mortgage Banking, Mortgage Lending, Microsoft Office, Residential Mortgages, Credit, Banking, Credit Analysis, Refinance, VA Loans
Education
Georgia State University 1993 — 1998
Bachelor of Science (B.S.), Finance
Georgia Tech 1995 — 1996
Minor, Japanese Language and Writing
Georgetown University
Open Mortgage, LLC January 2015 - September 2015
Crescent Mortgage January 2009 - January 2015
Crescent Mortgage September 2000 - December 2007
Homrich Berg September 1998 - January 2000
Skills
FHA, Microsoft Excel, Loans, Customer Service, Credit Unions, Microsoft Word, PowerPoint, Securities, Financial Institutions, Mortgage Banking, Mortgage Lending, Microsoft Office, Residential Mortgages, Credit, Banking, Credit Analysis, Refinance, VA Loans
Education
Georgia State University 1993 — 1998
Bachelor of Science (B.S.), Finance
Georgia Tech 1995 — 1996
Minor, Japanese Language and Writing
Georgetown University
Graham Brown Graham Brown's Homrich Berg Experience May 2010 - August 2010
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey November 2013 - Present
SunTrust Robinson Humphrey January 2011 - November 2013
Homrich Berg May 2010 - August 2010
Education
The University of Georgia 2009 — 2010
M.S.
University of South Carolina-Columbia 2005 — 2009
BBA, Finance
SunTrust Robinson Humphrey November 2013 - Present
SunTrust Robinson Humphrey January 2011 - November 2013
Homrich Berg May 2010 - August 2010
Education
The University of Georgia 2009 — 2010
M.S.
University of South Carolina-Columbia 2005 — 2009
BBA, Finance
Robert Mikulski's Homrich Berg Experience September 2014 - Present
Job Client Care Coordinator at Homrich Berg
Industry Investment Management
Experience
Homrich Berg September 2014 - Present
Callan Capital December 2013 - September 2014
Dowling & Yahnke, LLC October 2008 - November 2013
Lexington Wealth Management September 2005 - September 2008
Lexington Wealth Manangement October 2004 - September 2005
Education
University of Massachusetts Boston 2002 — 2005
B.A., Economics
Homrich Berg September 2014 - Present
Callan Capital December 2013 - September 2014
Dowling & Yahnke, LLC October 2008 - November 2013
Lexington Wealth Management September 2005 - September 2008
Lexington Wealth Manangement October 2004 - September 2005
Education
University of Massachusetts Boston 2002 — 2005
B.A., Economics
Daniel Ziznewski Daniel Ziznewski's Homrich Berg Experience June 2014 - Present
Job Investment Analyst at Homrich Berg
Industry Investment Management
Experience
Homrich Berg June 2014 - Present
Portfolio Advisors, LLC January 2013 - April 2013
Portfolio Advisors, LLC January 2011 - December 2012
Portfolio Advisors, LLC August 2009 - January 2011
Skills
Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Private Equity, Valuation, Venture Capital, LBO, Portfolio Management, Investment Banking, Asset Management, Table Tennis, Bloomberg
Education
Emory University - Goizueta Business School 2013 — 2014
Master of Business Administration (MBA), Finance
Bucknell University 2005 — 2009
Bachelor of Science (B.S.), Economics, Spanish
Homrich Berg June 2014 - Present
Portfolio Advisors, LLC January 2013 - April 2013
Portfolio Advisors, LLC January 2011 - December 2012
Portfolio Advisors, LLC August 2009 - January 2011
Skills
Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Private Equity, Valuation, Venture Capital, LBO, Portfolio Management, Investment Banking, Asset Management, Table Tennis, Bloomberg
Education
Emory University - Goizueta Business School 2013 — 2014
Master of Business Administration (MBA), Finance
Bucknell University 2005 — 2009
Bachelor of Science (B.S.), Economics, Spanish
Vincent Clark Vincent Clark's Homrich Berg Experience May 2014 - August 2014
Job Financial Analyst at Ayco, a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company June 2015 - Present
Homrich Berg May 2014 - August 2014
University Housing February 2012 - May 2014
ADP May 2013 - August 2013
Skills
Microsoft Office, Public Speaking, Program Coordination, Budget Management, Customer Service, Group Collaboration, Team Leadership, IT Support, PowerPoint, Budgets, Recruiting, Leadership, Management, Event Planning, Microsoft Word, Social Media, Time Management, Microsoft Excel, Social Networking, Research
Education
The University of Georgia 2010 — 2015
Bachelor of Science (B.S.), Financial Planning
Ayco, a Goldman Sachs Company June 2015 - Present
Homrich Berg May 2014 - August 2014
University Housing February 2012 - May 2014
ADP May 2013 - August 2013
Skills
Microsoft Office, Public Speaking, Program Coordination, Budget Management, Customer Service, Group Collaboration, Team Leadership, IT Support, PowerPoint, Budgets, Recruiting, Leadership, Management, Event Planning, Microsoft Word, Social Media, Time Management, Microsoft Excel, Social Networking, Research
Education
The University of Georgia 2010 — 2015
Bachelor of Science (B.S.), Financial Planning
Katie Bigley Katie Bigley's Homrich Berg Experience February 2013 - Present
Job Operations Specialist at Homrich Berg
Industry Financial Services
Experience
Homrich Berg February 2013 - Present
Homrich Berg November 2010 - February 2013
Eco Fitness & Blue Turtle Yoga January 2008 - September 2010
Planning the Globe January 2009 - May 2009
Charleston Film Festival April 2008 - May 2008
College of Charleston June 2006 - May 2008
Kiawah Island Sanctuary March 2006 - May 2008
Stephen Duvall May 2007 - May 2007
Skills
Event Planning, Event Management, Microsoft Office, Social Media, Public Relations, Press Releases, Facebook, Customer Service, Volunteer Management, Community Outreach, Grant Writing, Research, PowerPoint, Marketing, Program Development
Education
College of Charleston 2005 — 2009
Bachelors of Arts, Corporate Communication
Homrich Berg February 2013 - Present
Homrich Berg November 2010 - February 2013
Eco Fitness & Blue Turtle Yoga January 2008 - September 2010
Planning the Globe January 2009 - May 2009
Charleston Film Festival April 2008 - May 2008
College of Charleston June 2006 - May 2008
Kiawah Island Sanctuary March 2006 - May 2008
Stephen Duvall May 2007 - May 2007
Skills
Event Planning, Event Management, Microsoft Office, Social Media, Public Relations, Press Releases, Facebook, Customer Service, Volunteer Management, Community Outreach, Grant Writing, Research, PowerPoint, Marketing, Program Development
Education
College of Charleston 2005 — 2009
Bachelors of Arts, Corporate Communication
Matt Barber, CFA, CFP® Matt Barber, CFA, CFP®'s Homrich Berg Experience June 2008 - August 2013
Job Senior Planning Associate at SignatureFD
Industry Financial Services
Experience
SignatureFD August 2013 - Present
Homrich Berg June 2008 - August 2013
Liberty Street Investment Management May 2007 - May 2008
Skills
Certified Financial..., Chartered Financial..., Retirement Planning, Income Protection, Inheritance Tax Planning, Investment Advisory, Investment Management, Alternative Investments, Wealth Accumulation, Wealth Management..., Wealth Preservation..., 401k Rollovers, Asset Allocation, Strategic Financial..., Portfolio Management, Valuation, High Net Worth..., Financial Planners, Retirement, Investments, Estate Planning, Finance, Wealth Management, Cash Flow Management, Income Tax Planning, Risk Mitigation, Investment Strategies, Personal Finance, Financial Advisory, Management, Asset Management, Financial Analysis
Education
The University of Georgia 2003 — 2008
Bachelor of Science in Family and Consumer Sciences, Financial Planning
SignatureFD August 2013 - Present
Homrich Berg June 2008 - August 2013
Liberty Street Investment Management May 2007 - May 2008
Skills
Certified Financial..., Chartered Financial..., Retirement Planning, Income Protection, Inheritance Tax Planning, Investment Advisory, Investment Management, Alternative Investments, Wealth Accumulation, Wealth Management..., Wealth Preservation..., 401k Rollovers, Asset Allocation, Strategic Financial..., Portfolio Management, Valuation, High Net Worth..., Financial Planners, Retirement, Investments, Estate Planning, Finance, Wealth Management, Cash Flow Management, Income Tax Planning, Risk Mitigation, Investment Strategies, Personal Finance, Financial Advisory, Management, Asset Management, Financial Analysis
Education
The University of Georgia 2003 — 2008
Bachelor of Science in Family and Consumer Sciences, Financial Planning
Benjamin Riddick, CFP® Benjamin Riddick, CFP®'s Homrich Berg Experience January 2015 - Present
Job Director at Homrich Berg
Industry Financial Services
Experience
Homrich Berg January 2015 - Present
Education
Georgia Institute of Technology 2001 — 2005
BS of Management with High Honors
Homrich Berg January 2015 - Present
Education
Georgia Institute of Technology 2001 — 2005
BS of Management with High Honors
Coury Caldwell Coury Caldwell's Homrich Berg Experience November 2013 - Present
Job IT Manager at Homrich Berg
Industry Information Technology and Services
Experience
Homrich Berg November 2013 - Present
Colibrium December 2010 - September 2013
Jackson Spalding August 2008 - 2010
Skills
SDLC, SQL, Microsoft SQL Server, SharePoint, Software Project..., SaaS, Requirements Analysis
Education
Southern Polytechnic State University
Information Technology
Sprayberry High Schoole
Homrich Berg November 2013 - Present
Colibrium December 2010 - September 2013
Jackson Spalding August 2008 - 2010
Skills
SDLC, SQL, Microsoft SQL Server, SharePoint, Software Project..., SaaS, Requirements Analysis
Education
Southern Polytechnic State University
Information Technology
Sprayberry High Schoole
Josephine Walthall's Homrich Berg Experience October 2007 - September 2010
Job Director of Communications at Balentine
Industry Financial Services
Experience
Balentine March 2015 - Present
Balentine January 2014 - March 2015
Balentine September 2010 - January 2014
Homrich Berg October 2007 - September 2010
Skills
Wealth Management, Asset Managment, Financial Modeling, Investments, Marketing Communications, Strategy, Social Media Marketing, Strategic Planning, Marketing Strategy, Brand Development, Public Relations, Portfolio Management, Marketing, Direct Marketing, Competitive Analysis, Social Media, Management, Asset Management
Education
The University of Georgia 2003 — 2006
B.A., Journalism - magazines, magna cum laude
Brookwood
Balentine March 2015 - Present
Balentine January 2014 - March 2015
Balentine September 2010 - January 2014
Homrich Berg October 2007 - September 2010
Skills
Wealth Management, Asset Managment, Financial Modeling, Investments, Marketing Communications, Strategy, Social Media Marketing, Strategic Planning, Marketing Strategy, Brand Development, Public Relations, Portfolio Management, Marketing, Direct Marketing, Competitive Analysis, Social Media, Management, Asset Management
Education
The University of Georgia 2003 — 2006
B.A., Journalism - magazines, magna cum laude
Brookwood
Benjamin Boyd's Homrich Berg Experience May 2012 - March 2014
Job Supervisor at McMasterCarr
Industry Logistics and Supply Chain
Experience
McMaster-Carr May 2014 - Present
Homrich Berg May 2012 - March 2014
Modern Real Estate Inc November 2010 - May 2013
J.P. Morgan September 2012 - January 2013
Morgan Stanley Smith Barney September 2011 - December 2011
State Financial Services March 2011 - September 2011
Ross & Company June 2011 - August 2011
Sterling Insurance, A Windsor Health Group Company May 2010 - August 2010
Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Valuation, Asset Allocation, Microsoft Excel, Wealth Management, Portfolio Management, Investment Management, Retirement Planning, PowerPoint, DCF, Asset Managment, Bloomberg, Microsoft Office, Equity Research
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The Harvey School 2007 — 2009
HS Diploma
McMaster-Carr May 2014 - Present
Homrich Berg May 2012 - March 2014
Modern Real Estate Inc November 2010 - May 2013
J.P. Morgan September 2012 - January 2013
Morgan Stanley Smith Barney September 2011 - December 2011
State Financial Services March 2011 - September 2011
Ross & Company June 2011 - August 2011
Sterling Insurance, A Windsor Health Group Company May 2010 - August 2010
Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Valuation, Asset Allocation, Microsoft Excel, Wealth Management, Portfolio Management, Investment Management, Retirement Planning, PowerPoint, DCF, Asset Managment, Bloomberg, Microsoft Office, Equity Research
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The Harvey School 2007 — 2009
HS Diploma
Andrew Allen, CFP®'s Homrich Berg Experience April 2014 - May 2015
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. May 2015 - Present
Homrich Berg April 2014 - May 2015
Capital Directions, LLC August 2011 - March 2014
Cerner Corporation August 2006 - August 2011
Cerner Corporation July 2004 - July 2006
Cerner Corporation July 2003 - June 2004
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Retirement Planning, Investments, Business Analysis, Leadership, Project Management, Personal Finance
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration
Florida State University 2008 — 2009
Certificate, Financial Planning
Ronald Blue & Co. May 2015 - Present
Homrich Berg April 2014 - May 2015
Capital Directions, LLC August 2011 - March 2014
Cerner Corporation August 2006 - August 2011
Cerner Corporation July 2004 - July 2006
Cerner Corporation July 2003 - June 2004
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Retirement Planning, Investments, Business Analysis, Leadership, Project Management, Personal Finance
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration
Florida State University 2008 — 2009
Certificate, Financial Planning
Albert Fazande's Homrich Berg Experience September 2014 - Present
Job Acting AnalystOperations and Planning at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines October 2014 - Present
Homrich Berg September 2014 - Present
Delta Air Lines August 2009 - Present
Northwest Airlines January 2009 - August 2009
AirTran Airways March 2007 - December 2008
Skills
Employee Management, Customer Service, Excel, Problem Solving, Outlook, Microsoft Exchange, Email Clients, Word, Visual Basic, Active X, VMware, VMware vSphere, Citrix XenDesktop, Citrix XenApp, Active Directory, Barracuda Spam Firewall, Barracuda Spam Filter, Wyse, Networking, Drupal, Database Administration, Data Entry, Data Modeling, Use Case Analysis, Network Security, Cain & Abel, Microsoft SQL Server, SQL, Network Configuration, Router Configuration, Software Configuration...
Education
Georgia State University 2011 — 2015
Bachelors of Business Administration, Computer Information Systems and Services
Delgado Community College 2003 — 2006
Associate of Arts and Sciences (AAS), Computer and Information Systems Security/Information Assurance
Delta Air Lines October 2014 - Present
Homrich Berg September 2014 - Present
Delta Air Lines August 2009 - Present
Northwest Airlines January 2009 - August 2009
AirTran Airways March 2007 - December 2008
Skills
Employee Management, Customer Service, Excel, Problem Solving, Outlook, Microsoft Exchange, Email Clients, Word, Visual Basic, Active X, VMware, VMware vSphere, Citrix XenDesktop, Citrix XenApp, Active Directory, Barracuda Spam Firewall, Barracuda Spam Filter, Wyse, Networking, Drupal, Database Administration, Data Entry, Data Modeling, Use Case Analysis, Network Security, Cain & Abel, Microsoft SQL Server, SQL, Network Configuration, Router Configuration, Software Configuration...
Education
Georgia State University 2011 — 2015
Bachelors of Business Administration, Computer Information Systems and Services
Delgado Community College 2003 — 2006
Associate of Arts and Sciences (AAS), Computer and Information Systems Security/Information Assurance
Madeline Page Madeline Page's Homrich Berg Experience June 2014 - August 2014
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2015 - Present
Collegiate Consulting Group September 2013 - Present
Brown Women In Business 2011 - Present
Homrich Berg June 2014 - August 2014
Management of Industrial and Non-Profit Organizations September 2013 - December 2013
Brown University School of Engineering February 2013 - December 2013
Brown University Women’s Basketball September 2011 - September 2013
Brown University Student-Athlete Advisory Council September 2011 - September 2013
Woodbridge Village Association 2008 - 2012
Education
Brown University 2011 — 2015
Business, Entrepreneurship, and Organizations: Business Economics
University of Cape Town 2014 — 2014
Woodbridge High School 2007 — 2011
Cambridge Associates July 2015 - Present
Collegiate Consulting Group September 2013 - Present
Brown Women In Business 2011 - Present
Homrich Berg June 2014 - August 2014
Management of Industrial and Non-Profit Organizations September 2013 - December 2013
Brown University School of Engineering February 2013 - December 2013
Brown University Women’s Basketball September 2011 - September 2013
Brown University Student-Athlete Advisory Council September 2011 - September 2013
Woodbridge Village Association 2008 - 2012
Education
Brown University 2011 — 2015
Business, Entrepreneurship, and Organizations: Business Economics
University of Cape Town 2014 — 2014
Woodbridge High School 2007 — 2011
Matt Marinovich's Homrich Berg Experience May 2015 - Present
Job Associate at Homrich Berg
Industry Financial Services
Experience
Homrich Berg May 2015 - Present
Homrich Berg February 2014 - May 2015
Homrich Berg May 2013 - January 2014
E*TRADE Financial November 2011 - April 2013
Marietta Country Club August 2005 - December 2011
The Dempsey Companies January 2011 - March 2011
Skills
Account Management, CRM, Customer Service, Sales, Sales Management, Series 7, Series 63, Investments, IRAs, Equities, Mutual Funds, Options Strategies, ETFs, Microsoft Office, PowerPoint, Microsoft Excel
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2010
Professional Sales, B2B Sales, Advanced Selling, Market Analysis, Sales Managment
Homrich Berg May 2015 - Present
Homrich Berg February 2014 - May 2015
Homrich Berg May 2013 - January 2014
E*TRADE Financial November 2011 - April 2013
Marietta Country Club August 2005 - December 2011
The Dempsey Companies January 2011 - March 2011
Skills
Account Management, CRM, Customer Service, Sales, Sales Management, Series 7, Series 63, Investments, IRAs, Equities, Mutual Funds, Options Strategies, ETFs, Microsoft Office, PowerPoint, Microsoft Excel
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2010
Professional Sales, B2B Sales, Advanced Selling, Market Analysis, Sales Managment
Jessica Reuter's Homrich Berg Experience September 2015 - Present
Job Client Care Coordinator
Industry Writing and Editing
Experience
Homrich Berg September 2015 - Present
Mauldin & Jenkins, LLC March 2014 - August 2015
Mauldin and Jenkins, LLC September 2007 - August 2015
Temima High School May 2006 - August 2007
The Alfred and Adele Davis Academy November 1999 - October 2003
Skills
Proofreading, Editing, Microsoft Excel, Microsoft Word, Microsoft Office, Spelling, Administration, Grammar, PowerPoint, AMA style, Marketing, Creative Writing, Writing, Fundraising, Community Service
Education
Georgia State University 2005 — 2007
B.A., English
Homrich Berg September 2015 - Present
Mauldin & Jenkins, LLC March 2014 - August 2015
Mauldin and Jenkins, LLC September 2007 - August 2015
Temima High School May 2006 - August 2007
The Alfred and Adele Davis Academy November 1999 - October 2003
Skills
Proofreading, Editing, Microsoft Excel, Microsoft Word, Microsoft Office, Spelling, Administration, Grammar, PowerPoint, AMA style, Marketing, Creative Writing, Writing, Fundraising, Community Service
Education
Georgia State University 2005 — 2007
B.A., English
Jonathan Huang Jonathan Huang's Homrich Berg Experience May 2011 - August 2011
Job Acquisitions Analyst at Jamestown
Industry Real Estate
Experience
Jamestown June 2015 - Present
Jamestown July 2013 - Present
The Ardent Companies January 2013 - May 2013
Stream Realty Partners September 2012 - December 2012
Cox Enterprises June 2012 - September 2012
Georgia Oak Partners, LLC. January 2012 - April 2012
Homrich Berg May 2011 - August 2011
Skills
Financial Modeling, Argus
Education
Emory University - Goizueta Business School 2009 — 2013
BBA, Finance & Real Estate
Emory University
Jamestown June 2015 - Present
Jamestown July 2013 - Present
The Ardent Companies January 2013 - May 2013
Stream Realty Partners September 2012 - December 2012
Cox Enterprises June 2012 - September 2012
Georgia Oak Partners, LLC. January 2012 - April 2012
Homrich Berg May 2011 - August 2011
Skills
Financial Modeling, Argus
Education
Emory University - Goizueta Business School 2009 — 2013
BBA, Finance & Real Estate
Emory University
Ann Grelling's Homrich Berg Experience January 2009 - September 2010
Job Store Manager at Seaside Associated Stores
Industry Retail
Experience
Seaside Associated Stores December 2010 - Present
Homrich Berg January 2009 - September 2010
Emory Healthcare September 2007 - January 2009
Homrich Berg / Trammell Crow Residential May 2005 - August 2007
Seaside Associated Stores February 2003 - March 2005
Brackenridge Hospital February 2002 - July 2002
Lancer Resources Company May 2000 - July 2002
Skills
Customer Service, Non-profits, Healthcare, Budgets, Process Improvement, Recruiting, Sales, Management, Nursing, Healthcare Management, PowerPoint, Strategic Planning, Microsoft Office, Microsoft Excel, Event Planning, Hospitals, Social Media, Data Analysis, Healthcare Information..., Microsoft Word, Public Speaking, Outlook, Project Management, Sales Management, Retail, Non-profit Volunteer, Nonprofits, Research, Leadership, Project Planning, Human Resources, Accounting, Fundraising, Training, New Business Development, Team Leadership
Education
University of Phoenix 2005 — 2007
Masters, Health Administration
The University of Texas at Austin 1997 — 2001
BA, Government, Business, Applied Learning
Ft. Walton Beach High School 1993 — 1997
Seaside Associated Stores December 2010 - Present
Homrich Berg January 2009 - September 2010
Emory Healthcare September 2007 - January 2009
Homrich Berg / Trammell Crow Residential May 2005 - August 2007
Seaside Associated Stores February 2003 - March 2005
Brackenridge Hospital February 2002 - July 2002
Lancer Resources Company May 2000 - July 2002
Skills
Customer Service, Non-profits, Healthcare, Budgets, Process Improvement, Recruiting, Sales, Management, Nursing, Healthcare Management, PowerPoint, Strategic Planning, Microsoft Office, Microsoft Excel, Event Planning, Hospitals, Social Media, Data Analysis, Healthcare Information..., Microsoft Word, Public Speaking, Outlook, Project Management, Sales Management, Retail, Non-profit Volunteer, Nonprofits, Research, Leadership, Project Planning, Human Resources, Accounting, Fundraising, Training, New Business Development, Team Leadership
Education
University of Phoenix 2005 — 2007
Masters, Health Administration
The University of Texas at Austin 1997 — 2001
BA, Government, Business, Applied Learning
Ft. Walton Beach High School 1993 — 1997
David Paparelli David Paparelli's Homrich Berg Experience May 2009 - August 2009
Job Farm to Market Specialist and Origin Coordinator at THRIVE Farmers
Industry Food & Beverages
Experience
THRIVE Farmers March 2013 - Present
Opportunity International July 2012 - February 2013
Amigos for Christ May 2011 - July 2012
Hands of Love USA August 2010 - April 2011
Hands of Love August 2010 - November 2010
Homrich Berg May 2009 - August 2009
Caffey Investment Group Inc May 2008 - June 2008
Skills
Spanish, Microsoft Office, QuickBooks, International..., Community Economic..., Entrepreneurship, Microsoft Excel, Strategic Planning, Nonprofits, Management, Microfinance, Investments, Sustainability, Social Entrepreneurship, Fundraising, Economics, Public Speaking, Economic Development, Program Evaluation, Community Outreach, International Relations, Capacity Building, Event Planning, Community Development, Customer Service, Social Media, Leadership
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
the lovett school 1998 — 2006
THRIVE Farmers March 2013 - Present
Opportunity International July 2012 - February 2013
Amigos for Christ May 2011 - July 2012
Hands of Love USA August 2010 - April 2011
Hands of Love August 2010 - November 2010
Homrich Berg May 2009 - August 2009
Caffey Investment Group Inc May 2008 - June 2008
Skills
Spanish, Microsoft Office, QuickBooks, International..., Community Economic..., Entrepreneurship, Microsoft Excel, Strategic Planning, Nonprofits, Management, Microfinance, Investments, Sustainability, Social Entrepreneurship, Fundraising, Economics, Public Speaking, Economic Development, Program Evaluation, Community Outreach, International Relations, Capacity Building, Event Planning, Community Development, Customer Service, Social Media, Leadership
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
the lovett school 1998 — 2006
James Claflin James Claflin's Homrich Berg Experience October 1992 - December 1995
Job Reporting Manager at Meggitt Training Systems, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Meggitt Training Systems, Inc. July 2005 - Present
Accountant Self-Employed June 2003 - June 2005
McClellan Bridges Rowland & Co., LLC October 2001 - May 2003
HFC Equities January 2000 - September 2001
Healthy Living, Inc. DBA General Nutrition Center January 1996 - December 1999
Homrich Berg October 1992 - December 1995
Holland Shipes Vann, P.C. June 1989 - September 1992
Skills
Financial Reporting, Forecasting, Managerial Finance, Accounting, IFRS, Cost Accounting, Consolidation, Financial Analysis, Cash Flow, Internal Controls, Auditing, Financial Accounting, Variance Analysis, Financial Audits, Management Accounting, Revenue Recognition, Cash Flow Forecasting, Accruals, US GAAP, Finance, Corporate Finance, Analysis
Education
Georgia State University 1984 — 1989
Bachelor of Science (BS), Accounting
Meggitt Training Systems, Inc. July 2005 - Present
Accountant Self-Employed June 2003 - June 2005
McClellan Bridges Rowland & Co., LLC October 2001 - May 2003
HFC Equities January 2000 - September 2001
Healthy Living, Inc. DBA General Nutrition Center January 1996 - December 1999
Homrich Berg October 1992 - December 1995
Holland Shipes Vann, P.C. June 1989 - September 1992
Skills
Financial Reporting, Forecasting, Managerial Finance, Accounting, IFRS, Cost Accounting, Consolidation, Financial Analysis, Cash Flow, Internal Controls, Auditing, Financial Accounting, Variance Analysis, Financial Audits, Management Accounting, Revenue Recognition, Cash Flow Forecasting, Accruals, US GAAP, Finance, Corporate Finance, Analysis
Education
Georgia State University 1984 — 1989
Bachelor of Science (BS), Accounting
Bill Bolen, CFA, CFP® Bill Bolen, CFA, CFP®'s Homrich Berg Experience January 2014 - Present
Job Principal at Homrich Berg
Industry Investment Management
Experience
Homrich Berg January 2014 - Present
Homrich Berg September 2009 - December 2013
Terwilliger Family Office January 2008 - December 2012
WNBA Atlanta Dream January 2008 - September 2009
TopRight January 2007 - December 2007
The DaVinci Group April 1999 - December 2006
McKinsey & Co May 1996 - March 1999
Dow Chemical September 1992 - August 1994
Dow Chemical May 1991 - August 1992
Education
Harvard Business School 1994 — 1996
MBA
University of Alabama 1987 — 1991
BS
Statesboro High School 1983 — 1987
Homrich Berg January 2014 - Present
Homrich Berg September 2009 - December 2013
Terwilliger Family Office January 2008 - December 2012
WNBA Atlanta Dream January 2008 - September 2009
TopRight January 2007 - December 2007
The DaVinci Group April 1999 - December 2006
McKinsey & Co May 1996 - March 1999
Dow Chemical September 1992 - August 1994
Dow Chemical May 1991 - August 1992
Education
Harvard Business School 1994 — 1996
MBA
University of Alabama 1987 — 1991
BS
Statesboro High School 1983 — 1987
Donald Moody Donald Moody's Homrich Berg Experience March 2005 - January 2009
Job Financial Planner
Industry Financial Services
Experience
Homrich Berg March 2005 - January 2009
Banc of America Investments November 2002 - December 2004
IJL Wachovia Securities January 1998 - March 2002
The Robinson-Humphrey Company August 1985 - September 1997
International Association for Financial Planning, Inc. June 1981 - July 1985
Coopers & Lybrand January 1978 - May 1981
Skills
Strategic Financial..., Investments, Wealth Management, Asset Managment, Retirement Planning, Investment Strategies, Risk Management, Portfolio Management, Financial Analysis, High Net Worth..., Asset Allocation, Investment Advisory, Investment Management, Wealth Management...
Education
Bowling Green State University
BSBA, Selling & Sales Management
University of South Carolina - Darla Moore School of Business
MBA & MA, Financial Management & Accounting
Homrich Berg March 2005 - January 2009
Banc of America Investments November 2002 - December 2004
IJL Wachovia Securities January 1998 - March 2002
The Robinson-Humphrey Company August 1985 - September 1997
International Association for Financial Planning, Inc. June 1981 - July 1985
Coopers & Lybrand January 1978 - May 1981
Skills
Strategic Financial..., Investments, Wealth Management, Asset Managment, Retirement Planning, Investment Strategies, Risk Management, Portfolio Management, Financial Analysis, High Net Worth..., Asset Allocation, Investment Advisory, Investment Management, Wealth Management...
Education
Bowling Green State University
BSBA, Selling & Sales Management
University of South Carolina - Darla Moore School of Business
MBA & MA, Financial Management & Accounting
Kelvin Becerra Kelvin Becerra's Homrich Berg Experience May 2012 - August 2012
Job Analyst, AfterSales Business Performance at MercedesBenz USA
Industry Automotive
Experience
Mercedes-Benz USA May 2015 - Present
UPS July 2013 - May 2015
Sigma Nu Fraternity, Inc. May 2011 - May 2013
Homrich Berg May 2012 - August 2012
Skills
Economics, Strategic Financial..., Financial Analysis, Finance
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration, Finance
Mercedes-Benz USA May 2015 - Present
UPS July 2013 - May 2015
Sigma Nu Fraternity, Inc. May 2011 - May 2013
Homrich Berg May 2012 - August 2012
Skills
Economics, Strategic Financial..., Financial Analysis, Finance
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration, Finance
H. Teresa Hayes H. Teresa Hayes's Homrich Berg Experience November 2005 - April 2009
Job Aon Hewitt, Sr. Admin
Industry Investment Management
Experience
Aon Hewitt August 2015 - Present
SOPS Processing System April 2012 - June 2015
Homrich Berg November 2005 - April 2009
Palmer & Cay April 2000 - October 2005
Rich's Corporate April 1995 - April 2000
Skills
Proficient in Microsoft..., Highly Organized &..., Self-starter, Self-driven, Microsoft Office, Event Planning, Management, Time Management, Budgets, Office Management, PowerPoint, Leadership, Employee Benefits, Microsoft Word, Public Speaking, Training, Customer Service
Education
Colorado Technical University 2012 — 2013
Bachelor of Applied Science (BASc), Human Resources Management/Personnel Administration, General, 3.75
Eastern Michigan University 1984 — 1987
Mass Communications
Aon Hewitt August 2015 - Present
SOPS Processing System April 2012 - June 2015
Homrich Berg November 2005 - April 2009
Palmer & Cay April 2000 - October 2005
Rich's Corporate April 1995 - April 2000
Skills
Proficient in Microsoft..., Highly Organized &..., Self-starter, Self-driven, Microsoft Office, Event Planning, Management, Time Management, Budgets, Office Management, PowerPoint, Leadership, Employee Benefits, Microsoft Word, Public Speaking, Training, Customer Service
Education
Colorado Technical University 2012 — 2013
Bachelor of Applied Science (BASc), Human Resources Management/Personnel Administration, General, 3.75
Eastern Michigan University 1984 — 1987
Mass Communications
Kyle Glenn, CFA Kyle Glenn, CFA's Homrich Berg Experience March 2009 - July 2013
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company October 2015 - Present
University of Chicago Booth School of Business August 2013 - June 2015
Bain & Company June 2014 - August 2014
Homrich Berg March 2009 - July 2013
Homrich Berg June 2008 - March 2009
Skills
Asset Management, Investments, Asset Allocation, Wealth Management, Financial Modeling, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Corporate Finance, Financial Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Georgia Institute of Technology 2004 — 2008
BS, Scheller College of Business, Highest Honors
Bain & Company October 2015 - Present
University of Chicago Booth School of Business August 2013 - June 2015
Bain & Company June 2014 - August 2014
Homrich Berg March 2009 - July 2013
Homrich Berg June 2008 - March 2009
Skills
Asset Management, Investments, Asset Allocation, Wealth Management, Financial Modeling, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Corporate Finance, Financial Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Georgia Institute of Technology 2004 — 2008
BS, Scheller College of Business, Highest Honors
Todd Hall, CFP® Todd Hall, CFP®'s Homrich Berg Experience July 2015 - Present
Job Homrich Berg
Industry Financial Services
Experience
Homrich Berg July 2015 - Present
The Wellspring Group January 2009 - July 2015
The Ayco Company, L.P., a Goldman Sachs Company January 2007 - December 2008
Ameriprise Financial Services, Inc. December 2002 - December 2006
Skills
Wealth Management, Financial Advisory, Wealth, Finance, Investments, Financial Planning, Small Business, Estate Planning, Strategic Financial..., Financial Analysis, Securities, Asset Allocation, Asset Management, Investment Management, Portfolio Management, Retirement Planning, Investment Advisory
Education
Bucknell University 1998 — 2002
BSBA, Management
Whitfield School 1994 — 1998
Homrich Berg July 2015 - Present
The Wellspring Group January 2009 - July 2015
The Ayco Company, L.P., a Goldman Sachs Company January 2007 - December 2008
Ameriprise Financial Services, Inc. December 2002 - December 2006
Skills
Wealth Management, Financial Advisory, Wealth, Finance, Investments, Financial Planning, Small Business, Estate Planning, Strategic Financial..., Financial Analysis, Securities, Asset Allocation, Asset Management, Investment Management, Portfolio Management, Retirement Planning, Investment Advisory
Education
Bucknell University 1998 — 2002
BSBA, Management
Whitfield School 1994 — 1998
Conor Lange's Homrich Berg Experience May 2014 - August 2014
Job Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Georgia Tech Research Institute August 2012 - Present
Homrich Berg May 2014 - August 2014
Brasfield & Gorrie, LLC May 2013 - August 2013
Georgia Tech Athletic Association December 2012 - May 2013
Skills
Matlab, PowerPoint, Leadership, Sports Marketing, Microsoft Office, Sports, Customer Service, Data Analysis, Management
Education
Georgia Institute of Technology 2012 — 2016
Bachelor of Science (BS), Finance, General, 3.9
Marist School 2008 — 2012
SunTrust Robinson Humphrey June 2015 - Present
Georgia Tech Research Institute August 2012 - Present
Homrich Berg May 2014 - August 2014
Brasfield & Gorrie, LLC May 2013 - August 2013
Georgia Tech Athletic Association December 2012 - May 2013
Skills
Matlab, PowerPoint, Leadership, Sports Marketing, Microsoft Office, Sports, Customer Service, Data Analysis, Management
Education
Georgia Institute of Technology 2012 — 2016
Bachelor of Science (BS), Finance, General, 3.9
Marist School 2008 — 2012
Casey Klepchick Casey Klepchick's Homrich Berg Experience September 2012 - Present
Job Associate at Homrich Berg Inc.
Industry International Trade and Development
Experience
Homrich Berg September 2012 - Present
Homrich Berg 2010 - 2010
T. boutique January 2007 - July 2007
Skills
Spanish, Customer Service, International Relations
Education
Auburn University 2008 — 2012
Bachelor of Business Administration (BBA), International Business, Senior
Homrich Berg September 2012 - Present
Homrich Berg 2010 - 2010
T. boutique January 2007 - July 2007
Skills
Spanish, Customer Service, International Relations
Education
Auburn University 2008 — 2012
Bachelor of Business Administration (BBA), International Business, Senior
Adam Shealy Adam Shealy's Homrich Berg Experience June 2015 - Present
Job Trader/Operations at Homrich Berg
Industry Financial Services
Experience
Homrich Berg June 2015 - Present
E*TRADE Financial Corporation June 2014 - June 2015
E*TRADE Financial November 2012 - June 2014
E*TRADE Financial November 2011 - November 2012
Center for Economic Analysis January 2011 - May 2011
Druid Hills Golf Club August 2007 - August 2008
Skills
Management, Marketing, Customer Service, Market Research, Accounting, Microsoft Excel, Finance, Analysis, PowerPoint, New Business Development, Investments, Recruiting, Trading
Education
Georgia Institute of Technology
Master of Business Administration (MBA)
MACON STATE COLLEGE, College of Business 2008 — 2011
Bachelor of Science, Business Administration
Homrich Berg June 2015 - Present
E*TRADE Financial Corporation June 2014 - June 2015
E*TRADE Financial November 2012 - June 2014
E*TRADE Financial November 2011 - November 2012
Center for Economic Analysis January 2011 - May 2011
Druid Hills Golf Club August 2007 - August 2008
Skills
Management, Marketing, Customer Service, Market Research, Accounting, Microsoft Excel, Finance, Analysis, PowerPoint, New Business Development, Investments, Recruiting, Trading
Education
Georgia Institute of Technology
Master of Business Administration (MBA)
MACON STATE COLLEGE, College of Business 2008 — 2011
Bachelor of Science, Business Administration
Frank T. Waterson III, CFP® Frank T. Waterson III, CFP®'s Homrich Berg Experience June 2004 - Present
Job Principal at Homrich Berg
Industry Financial Services
Experience
Homrich Berg June 2004 - Present
The Ayco Company, L.P. June 1999 - June 2004
Morgan Stanley June 1998 - March 1999
Skills
Financial Planning, Wealth Management, Cash Flow Management, Estate Tax Planning, Asset Management, Retirement Planning, Private Wealth..., Financial Advisory, Insurance Planning, Investments, Wealth Transfer Planning, Employee Benefits, Options, Income Tax, Charitable Giving
Education
Siena College 1994 — 1998
Bachelor's degree
Siena College 1994 — 1998
Bachelor's degree
Homrich Berg June 2004 - Present
The Ayco Company, L.P. June 1999 - June 2004
Morgan Stanley June 1998 - March 1999
Skills
Financial Planning, Wealth Management, Cash Flow Management, Estate Tax Planning, Asset Management, Retirement Planning, Private Wealth..., Financial Advisory, Insurance Planning, Investments, Wealth Transfer Planning, Employee Benefits, Options, Income Tax, Charitable Giving
Education
Siena College 1994 — 1998
Bachelor's degree
Siena College 1994 — 1998
Bachelor's degree
Ashley Rohde Tucker Ashley Rohde Tucker's Homrich Berg Experience July 2015 - Present
Job Associate at Homrich Berg
Industry Investment Management
Experience
Homrich Berg July 2015 - Present
Homrich Berg November 2010 - July 2015
Harris County Appraisal District November 2008 - May 2010
Education
University of South Carolina-Columbia 2004 — 2008
BS in Business Administration, Real Estate
Homrich Berg July 2015 - Present
Homrich Berg November 2010 - July 2015
Harris County Appraisal District November 2008 - May 2010
Education
University of South Carolina-Columbia 2004 — 2008
BS in Business Administration, Real Estate
Rachael Selfridge Neil, CFP(R)'s Homrich Berg Experience September 2012 - July 2014
Job Wealth Manager at Redwood Wealth Management, LLC
Industry Financial Services
Experience
Homrich Berg September 2012 - July 2014
Neil Consulting August 2010 - April 2012
Various August 2007 - July 2010
Bingham, Osborn & Scarborough LLC July 2002 - August 2007
Education
Golden Gate University
BS Finance, summa cum laude
Homrich Berg September 2012 - July 2014
Neil Consulting August 2010 - April 2012
Various August 2007 - July 2010
Bingham, Osborn & Scarborough LLC July 2002 - August 2007
Education
Golden Gate University
BS Finance, summa cum laude
Kelsey Waite Kelsey Waite's Homrich Berg Experience August 2014 - Present
Job Client Care Coordinator at Homrich Berg
Industry Investment Management
Experience
Homrich Berg August 2014 - Present
PNC May 2011 - August 2014
PNC January 2010 - May 2011
Chase August 2006 - January 2010
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Cross Selling, Lines Of Credit, Sales, Financial Services, Credit Cards, Time Management, Customer Service, Loan Origination, Relationship Management, Branch Banking, Refinance, Home Equity Loans, Loan Servicing, Teller Operations, Home Equity Lines of..., Personal Banking, Banking Relationships, Risk Management, Customer Experience, Cash Management, Finance, Deposits
Education
Georgia Perimeter College 2015 — 2017
Associate of Science (AS), Business Administration and Management
The American College of Financial Services 2014 — 2014
Certificate, Paraplanner Development
Berrien Springs High School 2001 — 2004
High School Diploma, General Studies
Homrich Berg August 2014 - Present
PNC May 2011 - August 2014
PNC January 2010 - May 2011
Chase August 2006 - January 2010
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Cross Selling, Lines Of Credit, Sales, Financial Services, Credit Cards, Time Management, Customer Service, Loan Origination, Relationship Management, Branch Banking, Refinance, Home Equity Loans, Loan Servicing, Teller Operations, Home Equity Lines of..., Personal Banking, Banking Relationships, Risk Management, Customer Experience, Cash Management, Finance, Deposits
Education
Georgia Perimeter College 2015 — 2017
Associate of Science (AS), Business Administration and Management
The American College of Financial Services 2014 — 2014
Certificate, Paraplanner Development
Berrien Springs High School 2001 — 2004
High School Diploma, General Studies
Frank Butterfield Frank Butterfield's Homrich Berg Experience July 1993 - Present
Job Principal at Homrich Berg
Industry Investment Management
Experience
Homrich Berg July 1993 - Present
Homrich Berg July 1993 - Present
KPMG US April 1987 - June 1993
Skills
Strategic Financial..., Personal Financial..., Estate Planning, Investment Management, Wealth Management, Retirement Planning
Education
University of North Carolina at Chapel Hill 1974 — 1978
Bachelor of Science Business Administration, Accounting
Homrich Berg July 1993 - Present
Homrich Berg July 1993 - Present
KPMG US April 1987 - June 1993
Skills
Strategic Financial..., Personal Financial..., Estate Planning, Investment Management, Wealth Management, Retirement Planning
Education
University of North Carolina at Chapel Hill 1974 — 1978
Bachelor of Science Business Administration, Accounting
Terry Montano Terry Montano's Homrich Berg Experience May 2014 - August 2014
Job Client Service Associate at TrueWealth Management
Industry Financial Services
Experience
TrueWealth Management January 2015 - Present
Homrich Berg May 2014 - August 2014
Volunteer Income Tax Assistance January 2014 - May 2014
Skills
Research, Teamwork, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Programming, Computer Hardware, Windows, Business Analysis, Access, Negotiation, Facebook, Marketing, Data Analysis, Analysis, Teaching, Databases, English, Economics, Social Media, Editing, Troubleshooting, Risk Management, Budgets, Public Speaking, Leadership, Outlook, Project Management, HTML, Team Management, Bookkeeping, Data Entry, Time Management, Team Leadership, Strategic Planning, Statistics, Accounting, Tax Preparation, Cash Flow, Return on Investment..., Retirement Planning, Hospitality, Balance Sheet, Estate Tax Planning, Personal Tax Planning
Education
The University of Georgia 2012 — 2014
Bachelor of Science in Family and Consumer Sciences, Financial Planning
Georgia Perimeter College 2009 — 2011
Associate of Science (A.S.), General Studies
TrueWealth Management January 2015 - Present
Homrich Berg May 2014 - August 2014
Volunteer Income Tax Assistance January 2014 - May 2014
Skills
Research, Teamwork, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Programming, Computer Hardware, Windows, Business Analysis, Access, Negotiation, Facebook, Marketing, Data Analysis, Analysis, Teaching, Databases, English, Economics, Social Media, Editing, Troubleshooting, Risk Management, Budgets, Public Speaking, Leadership, Outlook, Project Management, HTML, Team Management, Bookkeeping, Data Entry, Time Management, Team Leadership, Strategic Planning, Statistics, Accounting, Tax Preparation, Cash Flow, Return on Investment..., Retirement Planning, Hospitality, Balance Sheet, Estate Tax Planning, Personal Tax Planning
Education
The University of Georgia 2012 — 2014
Bachelor of Science in Family and Consumer Sciences, Financial Planning
Georgia Perimeter College 2009 — 2011
Associate of Science (A.S.), General Studies
Tyler Puszewski's Homrich Berg Experience March 2014 - March 2014
Job Analyst Intern at Landmark Properties
Industry Financial Services
Experience
Wall Street Prep October 2014 - February 2015
Landmark Properties August 2014 - January 2015
Frisch Capital Partners, LLC October 2014 - December 2014
Realty Atlanta May 2014 - August 2014
Principal Financial Group May 2014 - May 2014
KPMG May 2014 - May 2014
Homrich Berg March 2014 - March 2014
UGA Food Services August 2013 - January 2014
Which Wich? Superior Sandwiches September 2012 - December 2012
Education
University of Georgia - Terry College of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, 4.0/4.0
Peachtree Ridge High School 2009 — 2013
Wall Street Prep October 2014 - February 2015
Landmark Properties August 2014 - January 2015
Frisch Capital Partners, LLC October 2014 - December 2014
Realty Atlanta May 2014 - August 2014
Principal Financial Group May 2014 - May 2014
KPMG May 2014 - May 2014
Homrich Berg March 2014 - March 2014
UGA Food Services August 2013 - January 2014
Which Wich? Superior Sandwiches September 2012 - December 2012
Education
University of Georgia - Terry College of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, 4.0/4.0
Peachtree Ridge High School 2009 — 2013
Kyle Kvalheim, CFP®'s Homrich Berg Experience May 2008 - July 2014
Job Manager, Operations and Compliance at BT Wealth Management, LLC
Industry Investment Management
Experience
BT Wealth Management, LLC July 2014 - Present
Homrich Berg May 2008 - July 2014
Education
Georgia Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.)
Georgia Institute of Technology 2003 — 2007
BS MGT, Finance
BT Wealth Management, LLC July 2014 - Present
Homrich Berg May 2008 - July 2014
Education
Georgia Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.)
Georgia Institute of Technology 2003 — 2007
BS MGT, Finance
Brenden Adams Brenden Adams's Homrich Berg Experience June 2013 - February 2015
Job Certified Public Accountant
Industry Accounting
Experience
Mauldin & Jenkins, LLC February 2015 - Present
Homrich Berg June 2013 - February 2015
Mauldin & Jenkins, LLC August 2011 - June 2013
Skills
Accounting, CPA, Financial Reporting, GAAP, General Ledger, Tax Preparation
Education
Georgia Southern University 2009 — 2011
Master's degree, Accounting
University of Florida 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Mauldin & Jenkins, LLC February 2015 - Present
Homrich Berg June 2013 - February 2015
Mauldin & Jenkins, LLC August 2011 - June 2013
Skills
Accounting, CPA, Financial Reporting, GAAP, General Ledger, Tax Preparation
Education
Georgia Southern University 2009 — 2011
Master's degree, Accounting
University of Florida 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Andy Roberts Andy Roberts's Homrich Berg Experience 2005 - 2006
Job Commercial Real Estate Consultant at Cresa
Industry Commercial Real Estate
Experience
Cresa Atlanta 2014 - Present
SignatureFD 2013 - 2014
Wells Real Estate Funds 2006 - 2013
Homrich Berg 2005 - 2006
Education
Furman University 1996 — 2000
Bachelor of Arts (B.A.), Business Administration
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Cresa Atlanta 2014 - Present
SignatureFD 2013 - 2014
Wells Real Estate Funds 2006 - 2013
Homrich Berg 2005 - 2006
Education
Furman University 1996 — 2000
Bachelor of Arts (B.A.), Business Administration
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Mallory Hardage's Homrich Berg Experience July 2013 - Present
Job Associate at Homrich Berg
Industry Financial Services
Experience
Homrich Berg July 2013 - Present
PNC Financial Services Group June 2012 - June 2013
Veritex Community Bank May 2011 - August 2011
Wilson & Associates, LLC May 2011 - August 2011
Education
The University of Georgia
Bachelor of Business Administration in Finance
The University of Georgia 2008 — 2012
Minor in Spanish
Homrich Berg July 2013 - Present
PNC Financial Services Group June 2012 - June 2013
Veritex Community Bank May 2011 - August 2011
Wilson & Associates, LLC May 2011 - August 2011
Education
The University of Georgia
Bachelor of Business Administration in Finance
The University of Georgia 2008 — 2012
Minor in Spanish
MaryCatherine Sikes MaryCatherine Sikes's Homrich Berg Experience August 2012 - August 2013
Job Personal Financial Assistant
Industry Investment Management
Experience
Homrich Berg August 2012 - August 2013
Homrich Berg May 2012 - August 2012
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Marist School 2002 — 2008
The University of Georgia
Homrich Berg August 2012 - August 2013
Homrich Berg May 2012 - August 2012
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Marist School 2002 — 2008
The University of Georgia
Christopher Kowal, CFP® Christopher Kowal, CFP®'s Homrich Berg Experience January 2015 - Present
Job Director at Homrich Berg
Industry Financial Services
Experience
Homrich Berg January 2015 - Present
Homrich Berg February 2012 - January 2015
Homrich Berg October 2006 - February 2012
Skills
Investment Management, Wealth Management, Estate Planning, Retirement Planning, Investments
Education
University of Georgia - Terry College of Business 2007 — 2008
Certificate, Executive Program for Personal Financial Planning
Wake Forest University 2002 — 2006
B.S., Business
Marist School 1998 — 2002
Homrich Berg January 2015 - Present
Homrich Berg February 2012 - January 2015
Homrich Berg October 2006 - February 2012
Skills
Investment Management, Wealth Management, Estate Planning, Retirement Planning, Investments
Education
University of Georgia - Terry College of Business 2007 — 2008
Certificate, Executive Program for Personal Financial Planning
Wake Forest University 2002 — 2006
B.S., Business
Marist School 1998 — 2002
Kathryn Pope's Homrich Berg Experience May 2008 - January 2009
Job Forensic and Valuation Services Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP November 2013 - Present
Grant Thornton Australia July 2011 - September 2013
Grant Thornton July 2009 - June 2011
Homrich Berg May 2008 - January 2009
Skills
Valuation, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Reporting
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
CFA Institute
2015 Level III CFA Candidate
Grant Thornton LLP November 2013 - Present
Grant Thornton Australia July 2011 - September 2013
Grant Thornton July 2009 - June 2011
Homrich Berg May 2008 - January 2009
Skills
Valuation, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Reporting
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
CFA Institute
2015 Level III CFA Candidate
Andrew Pratt Andrew Pratt's Homrich Berg Experience January 2015 - Present
Job Senior Investment Specialist at Homrich Berg
Industry Investment Management
Experience
Homrich Berg January 2015 - Present
Homrich Berg July 2012 - Present
Homrich Berg September 2011 - July 2012
Berkel & Company Contractors, Inc. June 2008 - July 2011
Skills
Financial Analysis, Data Analysis, Microsoft Office, Project Management, Job Costing, PowerPoint, Customer Service, Business Strategy, Morningstar Direct, Black Diamond (HBO) -..., iRebal - Portfolio..., Black Diamond (HBO) -..., Bloomberg Terminal
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2017
Master of Business Administration (MBA), Finance, General
Georgia Institute of Technology - Georgia Tech’s Scheller College of Business 2003 — 2008
Management, Finance and Marketing
Homrich Berg January 2015 - Present
Homrich Berg July 2012 - Present
Homrich Berg September 2011 - July 2012
Berkel & Company Contractors, Inc. June 2008 - July 2011
Skills
Financial Analysis, Data Analysis, Microsoft Office, Project Management, Job Costing, PowerPoint, Customer Service, Business Strategy, Morningstar Direct, Black Diamond (HBO) -..., iRebal - Portfolio..., Black Diamond (HBO) -..., Bloomberg Terminal
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2017
Master of Business Administration (MBA), Finance, General
Georgia Institute of Technology - Georgia Tech’s Scheller College of Business 2003 — 2008
Management, Finance and Marketing
Leslie Blanchard's Homrich Berg Experience October 2013 - Present
Job Associate at Homrich Berg
Industry Financial Services
Experience
Homrich Berg October 2013 - Present
EY August 2012 - October 2013
Ernst & Young January 2011 - March 2011
Education
University of Alabama 2007 — 2011
Accounting
Georgia State University 2011 — 2012
Master's degree, Accounting
Homrich Berg October 2013 - Present
EY August 2012 - October 2013
Ernst & Young January 2011 - March 2011
Education
University of Alabama 2007 — 2011
Accounting
Georgia State University 2011 — 2012
Master's degree, Accounting
Katie Meyer Katie Meyer's Homrich Berg Experience February 2010 - November 2010
Job Project Leader SkyMiles CoBrand Strategy at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines July 2015 - Present
Delta Air Lines December 2013 - July 2015
Delta Air Lines December 2010 - December 2013
HH Advisors October 2010 - November 2010
Homrich Berg February 2010 - November 2010
Decatur Capital Management January 2010 - May 2010
Tin Drum February 2004 - January 2009
ChoicePoint May 2007 - January 2008
Lowe Engineers Company May 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Excel, SPSS, Portfolio Management, Essbase, Capital Budgeting, SAP, Data Mining, HTML, Benchmarking, Data Analysis, Access, Forecasting, PowerPoint, SAS, Analysis, VBA, Market Research, Strategic Planning, Business Strategy, Word, Competitive Analysis, Budgeting, Outlook, Market Analysis, Strategy Development, Business Analysis, Microsoft Office, Process Improvement, Due Diligence, Customer Relations, Corporate Finance, Asset Management, Analytics, Statistics, Investments, Problem Solving, Microsoft Excel, Business Planning, Management, Budgets, Customer Service, Salesforce.com
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MS, Finance (Corporate Finance/Investments)
Georgia Institute of Technology - Georgia Tech College of Management 2003 — 2008
B.S., Management
Delta Air Lines July 2015 - Present
Delta Air Lines December 2013 - July 2015
Delta Air Lines December 2010 - December 2013
HH Advisors October 2010 - November 2010
Homrich Berg February 2010 - November 2010
Decatur Capital Management January 2010 - May 2010
Tin Drum February 2004 - January 2009
ChoicePoint May 2007 - January 2008
Lowe Engineers Company May 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Excel, SPSS, Portfolio Management, Essbase, Capital Budgeting, SAP, Data Mining, HTML, Benchmarking, Data Analysis, Access, Forecasting, PowerPoint, SAS, Analysis, VBA, Market Research, Strategic Planning, Business Strategy, Word, Competitive Analysis, Budgeting, Outlook, Market Analysis, Strategy Development, Business Analysis, Microsoft Office, Process Improvement, Due Diligence, Customer Relations, Corporate Finance, Asset Management, Analytics, Statistics, Investments, Problem Solving, Microsoft Excel, Business Planning, Management, Budgets, Customer Service, Salesforce.com
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MS, Finance (Corporate Finance/Investments)
Georgia Institute of Technology - Georgia Tech College of Management 2003 — 2008
B.S., Management
Sean Hendler's Homrich Berg Experience August 2014 - Present
Job Senior Operations Specialist at Homrich Berg / CPA Candidate
Industry Accounting
Experience
Homrich Berg August 2014 - Present
Homrich Berg April 2013 - August 2014
Bain Freibaum & Co. January 2012 - April 2013
Lakeview Shepherd Center August 2011 - April 2013
Gates of Prayer August 2009 - May 2012
Woldenberg Village June 2009 - January 2012
Law offices of William Cherbonnier May 2010 - March 2011
Carradine DPM June 2009 - August 2009
Wagar, Richard, and Kutcher, LLP June 2008 - April 2009
Skills
Accounting, QuickBooks, Financial Accounting, Bookkeeping, Accounts Payable, Account Reconciliation, Microsoft Excel, Peachtree, Teamwork, Bank Reconciliation, Sales&Marketing, Tax, Financial Statements
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2014
Master's Degree, Accounting
University of New Orleans 2011 — 2012
Bachelor's of Science, Accounting
Loyola University New Orleans 2007 — 2010
Homrich Berg August 2014 - Present
Homrich Berg April 2013 - August 2014
Bain Freibaum & Co. January 2012 - April 2013
Lakeview Shepherd Center August 2011 - April 2013
Gates of Prayer August 2009 - May 2012
Woldenberg Village June 2009 - January 2012
Law offices of William Cherbonnier May 2010 - March 2011
Carradine DPM June 2009 - August 2009
Wagar, Richard, and Kutcher, LLP June 2008 - April 2009
Skills
Accounting, QuickBooks, Financial Accounting, Bookkeeping, Accounts Payable, Account Reconciliation, Microsoft Excel, Peachtree, Teamwork, Bank Reconciliation, Sales&Marketing, Tax, Financial Statements
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2014
Master's Degree, Accounting
University of New Orleans 2011 — 2012
Bachelor's of Science, Accounting
Loyola University New Orleans 2007 — 2010
Beth Rosner Beth Rosner's Homrich Berg Experience 2009 - 2010
Job Associate at Chappell Financial Group
Industry Financial Services
Experience
Chappell Financial Group 2012 - Present
Carper Wealth Management 2010 - 2012
Homrich Berg 2009 - 2010
Education
Clemson University - College of Business and Behavioral Science
B.S., Financial Management
Chappell Financial Group 2012 - Present
Carper Wealth Management 2010 - 2012
Homrich Berg 2009 - 2010
Education
Clemson University - College of Business and Behavioral Science
B.S., Financial Management
Marvin G. Brooks's Homrich Berg Experience January 2014 - Present
Job Associate at Homrich Berg
Industry Financial Services
Experience
Homrich Berg January 2014 - Present
DCA Global Wealth Management May 2013 - December 2013
Project Time & Cost May 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Team Leadership, Market Research, Adobe Creative Suite, Salesforce.com, NetDocuments, Social Media
Education
University of Georgia - Terry College of Business 2013 — 2014
Certified Financial Planner Program
Georgia Institute of Technology 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The Lovett School 1995 — 2009
Homrich Berg January 2014 - Present
DCA Global Wealth Management May 2013 - December 2013
Project Time & Cost May 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Team Leadership, Market Research, Adobe Creative Suite, Salesforce.com, NetDocuments, Social Media
Education
University of Georgia - Terry College of Business 2013 — 2014
Certified Financial Planner Program
Georgia Institute of Technology 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The Lovett School 1995 — 2009
Alec K's Homrich Berg Experience August 2006 - December 2006
Job
Industry Investment Management
Experience
Delta Air Lines November 2012 - Present
Delta Air Lines January 2007 - November 2012
Homrich Berg August 2006 - December 2006
Flexible Plan Investments June 2002 - July 2006
Ebix 2000 - 2000
Skills
Asset Managment, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Equities, Alternative Investments, Valuation, Risk Management, Fixed Income, Mutual Funds, Asset Management, Finance, Corporate Finance, Capital Markets, Cash Management, Relationship Management, Business Analysis, Bloomberg, Commodity, Analysis, Securities, Investment Banking, Trading, Derivatives, Financial Markets, Financial Services, Wealth Management, Banking, Private Equity, Financial Reporting, Credit Analysis, Economics, Forecasting
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Master of Science (MS), Finance, General
Georgia Institute of Technology 1997 — 2001
B.S, Management; Finance, Economics and Information Technology
Delta Air Lines November 2012 - Present
Delta Air Lines January 2007 - November 2012
Homrich Berg August 2006 - December 2006
Flexible Plan Investments June 2002 - July 2006
Ebix 2000 - 2000
Skills
Asset Managment, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Equities, Alternative Investments, Valuation, Risk Management, Fixed Income, Mutual Funds, Asset Management, Finance, Corporate Finance, Capital Markets, Cash Management, Relationship Management, Business Analysis, Bloomberg, Commodity, Analysis, Securities, Investment Banking, Trading, Derivatives, Financial Markets, Financial Services, Wealth Management, Banking, Private Equity, Financial Reporting, Credit Analysis, Economics, Forecasting
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Master of Science (MS), Finance, General
Georgia Institute of Technology 1997 — 2001
B.S, Management; Finance, Economics and Information Technology
Colin Sturgis, CFP®'s Homrich Berg Experience March 2013 - Present
Job
Industry Financial Services
Experience
Homrich Berg March 2013 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
M.S., Personal Financial Planning
The University of Georgia 2000 — 2004
BBA, Risk Management
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Risk Management
Homrich Berg March 2013 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
M.S., Personal Financial Planning
The University of Georgia 2000 — 2004
BBA, Risk Management
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Risk Management
Jamie Stolz, CFP's Homrich Berg Experience February 2011 - March 2013
Job Associate Financial Advisor
Industry Financial Services
Experience
TandemGrowth Financial Advisors, LLC April 2014 - Present
Homrich Berg February 2011 - March 2013
Homrich Berg February 2005 - February 2011
REL Properties, Inc. 2004 - 2005
Brencor, Inc. 2003 - 2004
Skills
Cash Flow Management, Financial Planning, Investment Advisory, Investment Strategies, Wealth Management, Asset Management, Asset Allocation, Retirement Planning, Private Wealth..., Charitable Giving, Investments
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
MBA, Finance
Oglethorpe University 2005 — 2007
Certificate, Professional Financial Planner Program
Georgia Institute of Technology - Georgia Tech College of Management 1999 — 2003
Bachelor of Science, Management
TandemGrowth Financial Advisors, LLC April 2014 - Present
Homrich Berg February 2011 - March 2013
Homrich Berg February 2005 - February 2011
REL Properties, Inc. 2004 - 2005
Brencor, Inc. 2003 - 2004
Skills
Cash Flow Management, Financial Planning, Investment Advisory, Investment Strategies, Wealth Management, Asset Management, Asset Allocation, Retirement Planning, Private Wealth..., Charitable Giving, Investments
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
MBA, Finance
Oglethorpe University 2005 — 2007
Certificate, Professional Financial Planner Program
Georgia Institute of Technology - Georgia Tech College of Management 1999 — 2003
Bachelor of Science, Management
Stephanie Lang, CFA's Homrich Berg Experience February 2014 - Present
Job Principal and Chief Investment Officer at Homrich Berg
Industry Investment Management
Experience
Homrich Berg February 2014 - Present
Homrich Berg January 2012 - February 2014
Homrich Berg 2005 - January 2012
Bank of America 2003 - 2005
SunTrust Robinson Humphrey 1997 - 2003
Skills
Investments, Alternative Investments, Asset Allocation, Portfolio Management, Private Equity, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
MBA
University of Georgia - Terry College of Business 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Homrich Berg February 2014 - Present
Homrich Berg January 2012 - February 2014
Homrich Berg 2005 - January 2012
Bank of America 2003 - 2005
SunTrust Robinson Humphrey 1997 - 2003
Skills
Investments, Alternative Investments, Asset Allocation, Portfolio Management, Private Equity, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
MBA
University of Georgia - Terry College of Business 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Jeffrey Buck, CFA's Homrich Berg Experience February 2003 - February 2005
Job Principal at Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company March 2011 - Present
Alpha Capital Management November 2006 - November 2010
Wilmington Trust Investment Management February 2005 - November 2006
Homrich Berg February 2003 - February 2005
Atlantic Trust September 1999 - February 2003
Alex. Brown & Sons January 1992 - May 1997
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Investments, Portfolio Management, Asset Management, Wealth Management, Investment Management, Valuation, Securities, Mutual Funds, Investment Advisory, Fixed Income
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Arts (BA), Economics
Diversified Trust Company March 2011 - Present
Alpha Capital Management November 2006 - November 2010
Wilmington Trust Investment Management February 2005 - November 2006
Homrich Berg February 2003 - February 2005
Atlantic Trust September 1999 - February 2003
Alex. Brown & Sons January 1992 - May 1997
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Investments, Portfolio Management, Asset Management, Wealth Management, Investment Management, Valuation, Securities, Mutual Funds, Investment Advisory, Fixed Income
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Arts (BA), Economics
Joey Rizzo's Homrich Berg Experience May 2011 - August 2013
Job PreSales System Engineer at EMC
Industry Information Technology and Services
Experience
EMC August 2013 - Present
Homrich Berg May 2011 - August 2013
Homrich Berg February 2007 - May 2011
Geek Squad November 2006 - February 2007
ZF Industries 2003 - 2006
Skills
VMware, Microsoft Office, SQL, Windows Server 2003, Windows Server 2008, Active Directory, Blackberry Enterprise..., Windows Server, Hardware, Servers, Computer Hardware, Software Installation, Windows, Disaster Recovery, Outlook, Security, Citrix, VDI, Equalogic, Dell Computers, Virtualization, Firewalls, Linux
Education
Georgia Institute of Technology 2002 — 2008
Bachelor of Science, Information Technology; Management; Information Technology, Business Communications
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2008
Bachelor, Information Technology
EMC August 2013 - Present
Homrich Berg May 2011 - August 2013
Homrich Berg February 2007 - May 2011
Geek Squad November 2006 - February 2007
ZF Industries 2003 - 2006
Skills
VMware, Microsoft Office, SQL, Windows Server 2003, Windows Server 2008, Active Directory, Blackberry Enterprise..., Windows Server, Hardware, Servers, Computer Hardware, Software Installation, Windows, Disaster Recovery, Outlook, Security, Citrix, VDI, Equalogic, Dell Computers, Virtualization, Firewalls, Linux
Education
Georgia Institute of Technology 2002 — 2008
Bachelor of Science, Information Technology; Management; Information Technology, Business Communications
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2008
Bachelor, Information Technology
Nicole Wright, CFP®'s Homrich Berg Experience June 2006 - October 2010
Job Financial Planner at The Financial Discovery Group
Industry Financial Services
Experience
The Financial Discovery Group July 2012 - Present
GenSpring Family Offices November 2010 - June 2012
Homrich Berg June 2006 - October 2010
Financial Discovery Group 2005 - 2006
Education
Georgia State University 2004 — 2006
MBA, Finance, Personal Financial Planning
Georgia State University - J. Mack Robinson College of Business 2004 — 2006
MBA, Personal Financial Planning
Emory University 1994 — 1998
BA, Economics, Italian Studies
The Financial Discovery Group July 2012 - Present
GenSpring Family Offices November 2010 - June 2012
Homrich Berg June 2006 - October 2010
Financial Discovery Group 2005 - 2006
Education
Georgia State University 2004 — 2006
MBA, Finance, Personal Financial Planning
Georgia State University - J. Mack Robinson College of Business 2004 — 2006
MBA, Personal Financial Planning
Emory University 1994 — 1998
BA, Economics, Italian Studies
Wayne D. Moss, CFP®'s Homrich Berg Experience April 2008 - Present
Job Principal at Homrich Berg
Industry Financial Services
Experience
Homrich Berg April 2008 - Present
Creative Financial Group June 1998 - April 2008
Skills
Wealth Management, Investments, 401k Rollovers, Strategic Financial..., Portfolio Management, Personal Financial..., Financial Planning, Retirement Planning, Executive Financial..., Asset Managment, Estate Planning
Education
Shorter University 1994 — 1998
BBA, Finance and Economics
College for Financial Planning
Homrich Berg April 2008 - Present
Creative Financial Group June 1998 - April 2008
Skills
Wealth Management, Investments, 401k Rollovers, Strategic Financial..., Portfolio Management, Personal Financial..., Financial Planning, Retirement Planning, Executive Financial..., Asset Managment, Estate Planning
Education
Shorter University 1994 — 1998
BBA, Finance and Economics
College for Financial Planning
Jeffrey D. Meuter's Homrich Berg Experience 2010 - Present
Job Family Office Executive
Industry Financial Services
Experience
Homrich Berg 2010 - Present
AOA Management - Family Office Services 1998 - 2010
Womens Pro Basketball Atlanta - WNBA's Atlanta Dream 2007 - 2009
Trammell Crow Residential 1998 - 2009
Gables Residential 1988 - 1998
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 2002
Business
West Forsyth High School 1982 — 1983
Homrich Berg 2010 - Present
AOA Management - Family Office Services 1998 - 2010
Womens Pro Basketball Atlanta - WNBA's Atlanta Dream 2007 - 2009
Trammell Crow Residential 1998 - 2009
Gables Residential 1988 - 1998
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 2002
Business
West Forsyth High School 1982 — 1983
Peter Wietrak, CFA's Homrich Berg Experience May 2010 - October 2013
Job Credit Research Analyst at Invesco
Industry Investment Management
Experience
Invesco October 2013 - Present
Homrich Berg May 2010 - October 2013
Fidelity Investments May 2007 - April 2010
Jacksonville University - Global Investment Group April 2006 - April 2007
Sea Star Line January 2006 - April 2007
Education
Jacksonville University 2003 — 2007
Bachelor of Business Administration, Finance & International Business
Invesco October 2013 - Present
Homrich Berg May 2010 - October 2013
Fidelity Investments May 2007 - April 2010
Jacksonville University - Global Investment Group April 2006 - April 2007
Sea Star Line January 2006 - April 2007
Education
Jacksonville University 2003 — 2007
Bachelor of Business Administration, Finance & International Business
Shelia Smith's Homrich Berg Experience 2003 - 2005
Job Talent Acquisition, Internal Recruitment Coordinator at YP
Industry Marketing and Advertising
Experience
YP September 2014 - Present
YP September 2014 - Present
Novelis October 2010 - August 2014
Silverton Bank, N.A. 2006 - 2009
Silverton Bank, N.A. 2006 - 2009
Manning Selvage and Lee 2005 - 2006
Homrich Berg 2003 - 2005
Skills
Lotus Notes, PowerPoint development, Type 70 wpm, Outlook, Spreadsheets, Microsoft Excel, Human Resources, Employee Relations, Microsoft Office, Telephone Skills, Customer Service, PowerPoint, Microsoft Word, Event Planning, Office Management, Invoicing, Marketing, Process Improvement, Calendaring, Teamwork, Credit, Travel Arrangements, Time Management, Calendars, Inventory Management, Visio, Expense Reports, Policy, Recruiting, Leadership, Management, Training, Process Scheduler, Accounting, Administration
Education
Jacksonville State University 1984 — 1987
YP September 2014 - Present
YP September 2014 - Present
Novelis October 2010 - August 2014
Silverton Bank, N.A. 2006 - 2009
Silverton Bank, N.A. 2006 - 2009
Manning Selvage and Lee 2005 - 2006
Homrich Berg 2003 - 2005
Skills
Lotus Notes, PowerPoint development, Type 70 wpm, Outlook, Spreadsheets, Microsoft Excel, Human Resources, Employee Relations, Microsoft Office, Telephone Skills, Customer Service, PowerPoint, Microsoft Word, Event Planning, Office Management, Invoicing, Marketing, Process Improvement, Calendaring, Teamwork, Credit, Travel Arrangements, Time Management, Calendars, Inventory Management, Visio, Expense Reports, Policy, Recruiting, Leadership, Management, Training, Process Scheduler, Accounting, Administration
Education
Jacksonville State University 1984 — 1987
Gray Karegeannes's Homrich Berg Experience July 2013 - September 2013
Job Web Designer and Developer at MyDealerLot
Industry Computer Software
Experience
Tarkenton Companies June 2014 - June 2015
Homrich Berg July 2013 - September 2013
MyDealerLot March 2013 - June 2013
MyDealerLot June 2011 - September 2012
Education
Georgia Institute of Technology - Georgia Tech College of Management 2009 — 2014
BS Business Administration
Rikkyo University 2012 — 2013
BS, Business Administration
Greater Atlanta Christian School 2003 — 2009
Tarkenton Companies June 2014 - June 2015
Homrich Berg July 2013 - September 2013
MyDealerLot March 2013 - June 2013
MyDealerLot June 2011 - September 2012
Education
Georgia Institute of Technology - Georgia Tech College of Management 2009 — 2014
BS Business Administration
Rikkyo University 2012 — 2013
BS, Business Administration
Greater Atlanta Christian School 2003 — 2009
Brigid Cochran's Homrich Berg Experience May 2006 - Present
Job Senior Investment Specialist at Homrich Berg
Industry Investment Management
Experience
Homrich Berg May 2006 - Present
The Coca-Cola Company August 2005 - May 2006
Skills
Asset Allocation, Wealth Management
Education
Mercer University 2001 — 2005
Bachelor's degree, Sociology
Homrich Berg May 2006 - Present
The Coca-Cola Company August 2005 - May 2006
Skills
Asset Allocation, Wealth Management
Education
Mercer University 2001 — 2005
Bachelor's degree, Sociology
Will Jungman's Homrich Berg Experience May 2008 - July 2008
Job MBA Candidate '16 at The Wharton School
Industry Real Estate
Experience
Georgia-Pacific LLC September 2012 - June 2014
Georgia-Pacific LLC December 2011 - August 2012
Deloitte Consulting August 2011 - December 2011
Deloitte Consulting July 2009 - August 2011
Homrich Berg May 2008 - July 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA Candidate Class of 2016
London Business School
MBA
University of Virginia 2005 — 2009
B.A.
The Westminster Schools 1999 — 2005
Georgia-Pacific LLC September 2012 - June 2014
Georgia-Pacific LLC December 2011 - August 2012
Deloitte Consulting August 2011 - December 2011
Deloitte Consulting July 2009 - August 2011
Homrich Berg May 2008 - July 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA Candidate Class of 2016
London Business School
MBA
University of Virginia 2005 — 2009
B.A.
The Westminster Schools 1999 — 2005
Junlu Zhang, CPA's Homrich Berg Experience January 2010 - Present
Job Associate at Homrich Berg
Industry Investment Management
Experience
Homrich Berg January 2010 - Present
Trammell Crow Residential March 1995 - December 2009
Skills
Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1995
BBA, Accounting
Homrich Berg January 2010 - Present
Trammell Crow Residential March 1995 - December 2009
Skills
Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1995
BBA, Accounting
Tricia Laws, MSHRM, SHRM-CP, CLU's Homrich Berg Experience September 2003 - Present
Job Human Resources Manager at Homrich Berg
Industry Investment Management
Experience
Homrich Berg September 2003 - Present
Education
Georgia State University 2007 — 2010
Masters, Human Resources
Kennesaw State University 1983 — 1988
BBA, Management
Homrich Berg September 2003 - Present
Education
Georgia State University 2007 — 2010
Masters, Human Resources
Kennesaw State University 1983 — 1988
BBA, Management
Sharon Snyder, CFP®'s Homrich Berg Experience June 2015 - Present
Job Associate
Industry Financial Services
Experience
Homrich Berg June 2015 - Present
Education
Florida State University 1975 — 1979
Homrich Berg June 2015 - Present
Education
Florida State University 1975 — 1979
Brian Seay's Homrich Berg Experience May 2007 - August 2007
Job Assistant Portfolio Officer at BNY Mellon
Industry Investment Management
Experience
BNY Mellon August 2008 - Present
Homrich Berg May 2007 - August 2007
Narwhal Capital Management April 2006 - August 2006
Education
Berry College - Campbell School of Business 2004 — 2008
B.S., Finance, Management
BNY Mellon August 2008 - Present
Homrich Berg May 2007 - August 2007
Narwhal Capital Management April 2006 - August 2006
Education
Berry College - Campbell School of Business 2004 — 2008
B.S., Finance, Management
Thomas Houle's Homrich Berg Experience March 2013 - Present
Job Director at Homrich Berg
Industry Financial Services
Experience
Homrich Berg March 2013 - Present
CHRIS Kids July 2013 - Present
WinCup Plastics December 2010 - February 2013
Cardinal Unijax, llc March 2006 - December 2010
Goldman Sachs and Co January 2001 - March 2006
Goldman Sachs and Co. April 1996 - January 2001
Goldman Sachs and Co. June 1990 - April 1996
Skills
Equities, Alternative Investments, Hedge Funds, Asset Managment, Private Equity, Investment Management, Portfolio Management, Finance, Investment Advisory, Investments, Asset Allocation, Sales, Asset Management, Mergers & Acquisitions, Strategic Planning, Valuation
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
University of Notre Dame 1977 — 1981
BS, Biology
Homrich Berg March 2013 - Present
CHRIS Kids July 2013 - Present
WinCup Plastics December 2010 - February 2013
Cardinal Unijax, llc March 2006 - December 2010
Goldman Sachs and Co January 2001 - March 2006
Goldman Sachs and Co. April 1996 - January 2001
Goldman Sachs and Co. June 1990 - April 1996
Skills
Equities, Alternative Investments, Hedge Funds, Asset Managment, Private Equity, Investment Management, Portfolio Management, Finance, Investment Advisory, Investments, Asset Allocation, Sales, Asset Management, Mergers & Acquisitions, Strategic Planning, Valuation
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
University of Notre Dame 1977 — 1981
BS, Biology