$10 Billion RIA Firm Opens In Palm Beach Gardens!



Homrich Berg (HB) is strategically expanding its footprint in the Southeast with its first office outside of the Atlanta region, in Palm Beach, Florida. The $10 billion RIA is adding a three-advisor team, which previously managed over $1.5 billion in assets at GenSpring SunTrust Private Wealth and specializes in providing wealth management services for ultra-high-net-worth individuals.

Kevin Campbell, CFA and Amy Owen, JD, LLM join Homrich Berg as Managing Directors, along with Sara Whipple in Client Service Operations, to lead HB’s South Florida operations from the new Palm Beach office. The experienced wealth advisor team works primarily with family office clients and will greatly expand the roster of advisors able to offer these services at Homrich Berg. This new addition is the second major strategic hire for the growing HB Family Office division this year, with Emily Bentley joining HB from JP Morgan Private Bank earlier in 2021 as a Managing Director.

Owen and Campbell each bring more than 15 years of financial services experience. Campbell is a veteran investments advisor with expertise in private investments, while Owen offers strong tax and estate planning expertise that will also be a beneficial resource to Homrich Berg’s existing advisors and clients.

The new HB office is opening in Divosta Towers in Palm Beach Gardens……..


Read the rest of the press release here