Stephanie CFA

Chief Investment Officer and Principal at Homrich Berg - Atlanta, GA, US

Stephanie CFA's Contact Details
HQ
404-264-1400
Location
Company
Homrich Berg
Stephanie CFA'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
Details about Homrich Berg
Frequently Asked Questions about Stephanie CFA
Stephanie CFA currently works for Homrich Berg.
Stephanie CFA's role at Homrich Berg is Chief Investment Officer and Principal.
Stephanie CFA's email address is ***@homrichberg.com. To view Stephanie CFA's full email address, please signup to ConnectPlex.
Stephanie CFA works in the Investment Management industry.
Stephanie CFA's colleagues at Homrich Berg are Bonnie Holland, Russell Wood, Ford CFA, David Kochamba, Dan CFA, Vanessa Do, Margaret SHRM-CP and others.
Stephanie CFA's phone number is 404-264-1400
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