Homrich Berg
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 $14.5 billion for over 3500 client relationships nationwide.
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Verified contacts
25
available on Kipplo
LinkedIn employees
197
51 to 200 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
3
tools in use
Monthly traffic
1.5K
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- JD
John D. Champagne
Director · General Business & Management
EmailPhone - TL
Tricia Laws
Director of HR · Human Resources
EmailPhone - MP
Michelle Padron
Project Manager · Operations
EmailPhone - SU
Sara Ulrich Whipple
Manager, Client Service Operations · Operations
EmailPhone - BS
Brian Sipple
Associate · Finance & Accounting
EmailPhone - CB
Charles Bullock
Sr Client Operations Specialist · Operations
EmailPhone - JH
Jeannie Heerlein
Associate · Finance & Accounting
EmailPhone - SS
Sarah Smith
Associate · Finance & Accounting
EmailPhone - EB
Evan Byers
Principal · Finance & Accounting
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Homrich Berg
15 distinct titles indexed · top 10 shown.
- 6associate
- 3director
- 3principal
- 1client service operation
- 1client service operations specialists
- 1director of advanced tax planning and family office services
- 1director of hr
- 1investments research summer analyst
- 1manager, client service operations
- 1mrdico
- +5more titles
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