Homrich Berg Appoints Bill Bolen Principal

ATLANTA – Homrich Berg is proud to announce the appointment of William H. Bolen, Jr., CFA, as Principal for the firm.

Bill is a leader in the firm’s Family Office practice and also leads Marketing efforts for the firm.  He provides leadership for Investments in the areas of investment strategy and alternative investments, including writing economic and investments commentaries for the firm and speaking regularly about these topics including appearances on CNBC.

Bill joined Homrich Berg in 2009 as a Director after serving as CFO of the Terwilliger Family Office and as President/COO of the Atlanta Dream WNBA sports franchise.  Bill brings a wide range of expertise to the firm, ranging from family office management and investment management to executive advisory services and professional services management.  He started his professional services career as a manager at McKinsey & Company’s Atlanta office before co-founding The DaVinci Group, a successful strategy and marketing consulting firm based in Atlanta that eventually became TopRight.

An active member of the community, Bill serves on the Board of Directors for the Piedmont Park Conservancy, Board of Directors for the Ansley Park Civic Association, and the Board of Advisors for the Metro Atlanta Chamber of Commerce where he also serves on the Transportation Committee.

Bill was chosen as one of the Atlanta Business Chronicle’s Top 40 Under 40 in 2008.  He received his M.B.A. with distinction from Harvard Business School and graduated summa cum laude from the University of Alabama with a B.S. in marketing where he received the Outstanding Senior Award for the University.

HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve. 

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Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.