Stephanie Lang
Directeur en chef des Investissements chez HB Weath Management LLC (GA)
Profil
Ms. Stephanie S.
Lang, CFA MBA, is a Principal & Chief Investment Officer at HB Wealth Management LLC (GA).
She joined the firm in 2005 and was named Chief Investment Officer in 2014.
She oversees a team of professionals within the Investment Department of HB and is responsible for all investment matters including asset allocation, the selection and monitoring of traditional and alternative investments, as well as the research efforts for HB’s internal private fund-of funds.
She also chairs the firm’s Investment Committee.
She has more than 25 years of experience in the investment industry.
Prior to Homrich Berg, Ms. Lang was a Portfolio Manager for Bank of America’s private bank.
While at Bank of America, she managed assets for individual and family trusts, charitable trusts, and foundation and retirement accounts.
Prior to Bank of America, Stephanie was in equity research with Robinson Humphrey, where she covered technology and media companies.
She earned a Master’s in Business Administration from Georgia State University and a bachelor’s degree in finance from the University of Georgia.
Postes actifs de Stephanie Lang
Sociétés | Poste | Début |
---|---|---|
HB Weath Management LLC (GA)
HB Weath Management LLC (GA) Investment ManagersFinance HB Wealth Management LLC, dba Homrich Berg (HB), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Andy Berg and David Homrich. HB provides individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations. | Directeur en chef des Investissements | - |
Anciens postes connus de Stephanie Lang
Sociétés | Poste | Fin |
---|---|---|
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | - |
The Robinson-Humphrey Co. LLC | Corporate Officer/Principal | - |
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. | Directeur en chef des Investissements | - |
Formation de Stephanie Lang
Georgia State University | Masters Business Admin |
University of Georgia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 4 |
---|---|
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 |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
The Robinson-Humphrey Co. LLC | Finance |
HB Weath Management LLC (GA)
HB Weath Management LLC (GA) Investment ManagersFinance HB Wealth Management LLC, dba Homrich Berg (HB), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Andy Berg and David Homrich. HB provides individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations. | Finance |