Jean Ortega

homemaker at Homrich Berg - Atlanta, GA, US

Jean Ortega's Colleagues at Homrich Berg
Nichole Faber

stay home mom

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Don Moody

Chief Planning Officer

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Jeff Rosengarten

Principal

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Kyle Kvalheim

Director

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Robin Aiken

Principal

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Russell Wood

Director

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James Trimble

Director

Contact James Trimble

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Jean Ortega's Contact Details
Email (Verified)
***@homrichberg.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
404-264-1400
Location
Company
Homrich Berg
Jean Ortega's Company Details
Homrich Berg logo, Homrich Berg contact details

Homrich Berg

Atlanta, GA, US • 250 - 499 Employees
Investment Bank/Securities Brokerage

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. Homrich Berg manages over $8 billion for over 1800 client relationships nationwide.

Wealth Management Investment Management Financial Planning Estate Planning Tax Planning Risk Management Family Office Services Consolidated Reporting Investment Bank/Securities Brokerage Management Investment Open-ended Investment Banking Asset Management Finance
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Frequently Asked Questions about Jean Ortega
Jean Ortega currently works for Homrich Berg.
Jean Ortega's role at Homrich Berg is homemaker.
Jean Ortega's email address is ***@homrichberg.com. To view Jean Ortega's full email address, please signup to ConnectPlex.
Jean Ortega works in the Investment Management industry.
Jean Ortega's colleagues at Homrich Berg are Nichole Faber, Don Moody, Jeff Rosengarten, Kyle Kvalheim, Robin Aiken, Russell Wood, James Trimble and others.
Jean Ortega's phone number is 404-264-1400
See more information about Jean Ortega