Our Team

While the Homrich Berg Family Office division has a number of dedicated employees, ultimately one of the benefits of working with Homrich Berg is the ability to tap the expertise and assistance of the resources of the entire firm.

We have included the biographical information for selected professionals who often work with Homrich Berg Family Office clients. A full list of our people can be found on the Homrich Berg website.

Principals

Andrew (Andy) J. Berg, CFP®

Robin S. Aiken, CFP®

William H. Bolen, Jr., CFA

Frank H. Butterfield, CPA, CFP®, PFS, CFA

Adam L. Fuller, CFA, CFP®

Anthony J. Guinta, CPA, CFP®, PFS

Andrew (Drew) R. Klepchick, CFP®

Stephanie S. Lang, CFA, Chief Investment Officer

Wayne D. Moss, CFP®

Tricia Mulcare, CPA, CFP®, PFS, CFDP®

J. Paul Ribes, CPA, Chief Operating Officer

Lee T. Van Leuvan, CFP®

Frank T. Waterson, CFP®

Directors

Thomas J. Houle, Director of Business Development

Monica H. McDonald, CFP®

James M. Ruff, CFP®

Michael (Mike) R. Stanford

John H. Taylor, CFP®

Senior Associates

Associates

Operations Department

Christopher V. Casdia, CSCP, Chief Compliance Officer and Director 

Lainey E. McLellan, Client Care Manager

Investment Department

Ross A. Bramwell, Director 

Brigid T. Cochran, Senior Investment Specialist

Krista A. Koch, Senior Fund Administrator

Andrew W. Pratt, Senior Investment Specialist