Homrich Berg Names Kyle Glenn, CFA as Chief Operating Officer

February 11, 2020
A person with glasses, a beard, and short hair smiles while wearing a dark suit and tie. The background is blurred, featuring a modern office setting.

ATLANTA – February 11, 2020 – Homrich Berg is pleased to announce that Kyle Glenn, CFA has joined the HB executive team as Chief Operating Officer. Kyle started his career at Homrich Berg as a financial advisor before completing his MBA and working with Bain & Company as a Manager in the Atlanta office.

“As we continue to grow in metro Atlanta and across the country, we were excited to have the opportunity to welcome Kyle back to HB and add his capabilities to our executive team,” said Andy Berg, CEO and co-founder of Homrich Berg. “I have known Kyle since the beginning of his career and am excited to have a Chief Operating Officer on our team who understands the keys to delivery of our high touch HB client service approach.”

As COO, Kyle will be focused on the core operations, technology, and management processes underlying the day-to-day success of HB. “I started my career at HB because of my belief in the firm and its focus on fiduciary, fee-only comprehensive wealth management services for their clients,” said Kyle. “As HB wraps up celebrating its 30th anniversary, I am excited about the opportunity to rejoin the Homrich Berg team and be part of the next 30 years of the HB success story.”

Kyle holds a BS degree in Management with Highest Honors from Georgia Tech, and an MBA with Honors from the University of Chicago Booth School of Business. He is a CFA Charterholder and has a wide range of expertise in M&A, growth strategy, organizational process design, and performance improvement.

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 $7 billion for over 1800 family relationships nationwide. For more information, please visit www.HomrichBerg.com.

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. 

Learn More

Related Insights & News

White text reading HB Wealth on a solid dark blue background.

Homrich Berg Unveils HB Wealth as New Name, Aligning Under Unified Brand

$25B RIA’s rebranding reflects national scale and client-centered focus ATLANTA, GA — August 19, 2025…

Read More

Text graphic with four black brushstroke squares, each containing different business types: Sole Proprietorships, Partnerships, LLC, and Corporations.

Evaluating Business Structures: The Pros And Cons

Family businesses often start small with simple business and tax structures. However, as businesses expand,…

Read More

Image featuring a financial theme. Text reads, Interest rates are still a key driver of stock market returns. Includes a circular photo of a smiling man labeled Ross Bramwell, CFA, Principal above the Homrich Berg Wealth Management logo.

Interest Rates Are Still a Key Driver Of Stock Market Returns

The Federal Reserve once again kept its key rate unchanged at its June 12th meeting….

Read More

A field of white daisies against a blue sky, with a hiker in the background holding trekking poles, blurred by depth of field.

Spring Towards Your Financial Goals

Spring is my favorite time of the year. The gloom and cold of winter rains…

Read More

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.