Homrich Berg Appoints Stephanie Lang Chief Investment Officer

ATLANTA – Homrich Berg (“HB”) is proud to announce the appointment of Stephanie Lang, CFA as Chief Investment Officer for the firm.

Stephanie joined Homrich Berg in 2005.  She oversees a team within the Investment Department of HB and is responsible for all investment matters including asset allocation, the selection and monitoring of traditional and alternative investments, as well as the research efforts for HB’s internal private fund-of funds.  She also chairs the firm’s Investment Committee.

“Stephanie has done an outstanding job leading our investment group,” said Andy Berg, HB’s CEO. “She has been instrumental in putting together HB’s robust investment offering which helps us differentiate ourselves from our peers.”

Stephanie has more than 16 years experience in the investment industry.  Prior to Homrich Berg, Stephanie spent more than two years as a portfolio manager for Bank of America’s private bank where she managed assets for individuals, charitable trusts, and foundation and retirement accounts. Prior to Bank of America, Stephanie spent approximately six years in equity research with Robinson Humphrey, where she covered technology and media companies.

During her career Stephanie has often been a resource for the media covering the world of finance and investments, including being quoted in publications such as Financial Advisor and The Wall Street Journal.  Stephanie has also served on numerous panels at industry conferences.

Stephanie earned a master’s in business administration from Georgia State University and a bachelor’s degree in finance from the University of Georgia. Stephanie is a member of the CFA Institute, Atlanta Society of Finance and Investment Professionals, and the Southern Capital Forum.

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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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

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.