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Adam Shealy
Directeur/Membre du Conseil chez Homrich Berg, Inc.
Postes actifs de Adam Shealy
Sociétés | Poste | Début | Fin |
---|---|---|---|
Homrich Berg, Inc.
![]() Homrich Berg, Inc. Investment Trusts/Mutual FundsMiscellaneous Homrich Berg, Inc. is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services. The private company is based in Atlanta, GA and has subsidiaries in the United States. The company serves as the leader of the financial team for high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide. The company was founded in 1989 by Andy Berg and David E. Homrich. Andy Berg has been the CEO since 1989. | Directeur/Membre du Conseil | 01/06/2015 | - |
Historique de carrière de Adam Shealy
Anciens postes connus de Adam Shealy
Sociétés | Poste | Début | Fin |
---|---|---|---|
Homrich & Berg, Inc. (Investment Management)
![]() Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Analyst-Fixed Income | 01/01/2017 | - |
Trading-Fixed Income | 01/06/2015 | 01/01/2017 |
Formation de Adam Shealy
Middle Georgia College | Undergraduate Degree |
Georgia Institute of Technology | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Analyst-Fixed Income | 1 |
Trading-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Miscellaneous | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Homrich & Berg, Inc. (Investment Management)
![]() Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Finance |
Homrich Berg, Inc.
![]() Homrich Berg, Inc. Investment Trusts/Mutual FundsMiscellaneous Homrich Berg, Inc. is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services. The private company is based in Atlanta, GA and has subsidiaries in the United States. The company serves as the leader of the financial team for high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide. The company was founded in 1989 by Andy Berg and David E. Homrich. Andy Berg has been the CEO since 1989. | Miscellaneous |
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