Emily Bentley is a Senior Wealth Advisor and leader in HB Wealth’s Family Office division. She works with ultra-high-net-worth families to help them manage the responsibilities and opportunities of their wealth. Emily also drives the strategy for HB Wealth’s Family Office division, ensuring that the team and platform are optimized to provide the most value for clients.
Before joining HB Wealth, Emily was an Executive Director at JP Morgan responsible for delivering the firm’s investment, wealth transfer, credit, and philanthropic services to ultra-high-net-worth individuals, endowments, and foundations throughout the Southeast region. She spent 10 years at JP Morgan, including several as an Investment Specialist in New York overseeing the construction, implementation, and oversight of client portfolios. Prior to JP Morgan, Emily spent seven years with SunTrust Robinson Humphrey’s Financial Institutions investment banking practice where she advised community banks and specialty finance companies on mergers & acquisitions as well as raising debt and equity capital.
As an Atlanta native, Emily graduated from Westminster. She went on to graduate Phi Beta Kappa from Emory University with a B.A. in Economics and received her MBA from the University of Virginia’s Darden School of Business.