Former Randstad Global CMO and Invesco North America CMO will leverage 22 years of experience to drive advanced marketing strategies for the $17B Atlanta-based RIA
ATLANTA — September 9, 2024 — Homrich Berg, a leading Atlanta-based registered investment adviser (RIA) serving families and investors across the country from its offices in the Southeast, is pleased to welcome Joanna Irwin as Chief Marketing Officer (CMO). Irwin replaces Bill Bolen, CFP®, CFA, Principal, who has been serving in a dual capacity as CMO and wealth advisor in the HB Family Office division and will now return to a focus on client service.
As CMO, Irwin will develop and lead the firm’s marketing strategy, with a focus on building brand awareness, driving new digital marketing initiatives, and supporting HB’s organic growth strategies. Irwin brings 22 years of experience to the role, most recently serving as Global CMO for Randstad, the world’s largest talent company. She comes with 15 years of financial services industry experience, previously spending a decade at Invesco where she was CMO, North America, and serving as vice president at Merrill Lynch where she focused on elevating digital strategy within the firm.
“I’m energized to be at a people- and client-first company. HB has done an excellent job building a strong reputation and growing organically, and it’s in a prime position for continued growth,” shares Irwin. “We have a great opportunity to leverage increased digital marketing and broader brand-building efforts as the fuel to take HB to the next level.”
Irwin is one of the final key hires in the firm’s strategy to formalize its executive leadership team with dedicated, experienced professionals who have a strategic and sole focus on their area of expertise. HB has seen industry-leading organic and acquisitive growth in recent years, and with Irwin driving marketing initiatives the firm expects to expand its brand awareness efforts in multiple markets.
“We appreciate the strong industry-leading organic growth strategy that Bill has helped build at HB over the past decade and are pleased to see him now be able to focus full-time on serving our family office clients,” says Thomas Carroll, CEO of Homrich Berg. “We are excited to now add Joanna to our leadership team as a talented veteran marketing executive with the right mix of traditional and digital marketing experience to lead us into the next 35 years of our firm growth story.”
An active participant in the Atlanta community, Irwin serves on the Metro Atlanta Chamber of Commerce CMO Advisory Board, the Georgia State University Marketing Roundtable, the American Marketing Association Atlanta Chapter Executive Advisory Board, and the Breakthrough T1D (formerly JDRF) Georgia Board. She previously served on the Board for the Professional Association for Investment Communication Resources. She is also an Advocate with OnBoard and an active mentor to future women leaders.
Read more: https://citywire.com/ria/news/17bn-homrich-berg-hires-ex-invesco-exec-as-cmo/a2449615
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 $17 billion for more than 3,600 family relationships nationwide. This document is not a recommendation.
Contact:
Haley Rosa
Gregory FCA for Homrich Berg
610-228-2805
haley@gregoryfca.com
