Principal Billy Levine and Director Alex Arnold join the $14B Atlanta RIA
ATLANTA – December 4, 2023 – Homrich Berg is excited to welcome Billy Levine as a Principal, enhancing the $14 billion, Atlanta-based RIA’s HB Family Office capabilities for serving ultra-high-net-worth clients. This comes after the recent addition of Alex Arnold joining the firm as a Director within the HB Family Office in November. The addition of Levine and Arnold reinforces the firm’s commitment to providing comprehensive and personalized wealth management services to ultra-high-net-worth families.
Levine brings to Homrich Berg more than 25 years of experience in the financial services industry. He began his career in investment banking in 1998 at The Robinson-Humphrey Company. He transitioned to wealth management in 2006 joining the Atlanta office of JP Morgan Private Bank. In 2015, he joined SunTrust Private Wealth where he most recently held the position of Managing Director – Senior Wealth Advisor at Truist Wealth.
Throughout his career, he has leveraged his investment banking experience working with business owners navigating their wealth management needs. Billy brings deep expertise not only in his advice to business owners, but also in serving ultra-high-net-worth families advising on a wide range of multi-generational investment and planning needs.
Alex Arnold comes to Homrich Berg with 17 years of experience in wealth management, primarily as a Wealth Advisor and private banker at Truist Wealth. He helps families navigate complex investment and planning issues.
“We are always looking to add top-tier talent to our firm, and I have known Billy personally for a long time. His blend of private banking and financial advisory expertise is a major asset for us, and his active presence in the local community is aligned with our core values. Billy understands the complexities our clients face, whether as a business owner or as a successful multi-generational family,” shared Thomas Carroll, President of Homrich Berg. “We are also pleased to add Alex, who brings a fresh perspective and adds to our already deep bench of HB Family Office advisors. With the addition of Billy and Alex, we’re excited to end the year on a strong note with an enhanced team to serve our clients.”
“I am very excited to be joining Homrich Berg not only for the opportunity to serve clients in what I believe is an efficient and highly personalized manner, but also to continue to grow this Atlanta-based firm that has served clients for more than 30 years providing fee-only fiduciary advice,” said Levine on his decision to join Homrich Berg.
An Atlanta native, Billy is deeply committed and involved in civic activities in the Atlanta community. He currently serves on the Board of Directors of the Atlanta Speech School and was a prior Board Chair. He also is a Life Member of the Winship Cancer Institute Advisory Board and served as a prior Board Chair. He is a member of the Rotary Club of Atlanta and served in a variety of club leadership positions. He is a member of the Diversity, Equity and Inclusion Committee at Westminster. He serves on the American Jewish Committee’s Atlanta Board of Councilors as well as the Chick-fil-A Peach Bowl Board of Advisors. Billy is an active member of The Temple where he is the Chair of the Lynne & Howard Halpern Endowment Fund Board.
Billy earned his BA in Economics with a Business Administration minor from Boston University and his MBA from the University of Chicago’s Booth School of Business with a concentration in Finance and Accounting.
Alex is originally from Manchester, UK, and holds a Bachelor of Arts with Honors in History from University College London.
Read more here: https://www.businesswire.com/news/home/20231204422003/en/Homrich-Berg-Adds-Depth-to-HB-Family-Office-Team-with-New-Principal-and-Director
About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $14 billion for more than 3,000 family relationships nationwide.
Contact:
Haley Rosa
Gregory FCA for Homrich Berg
610-228-2805
haley@gregoryfca.com
