Thomas Carroll
Chief Executive Officer at HB Weath Management LLC (GA)
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Stephanie Lang | F | - |
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. | - |
| Andy Berg | M | - |
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. | 35 years |
| Andy Berg | M | - |
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. | 35 years |
| Michelle Wolff | F | - |
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. | 6 years |
| Ford Donohue | M | 37 |
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. | - |
| Ed Baker | M | - |
Atlanta Sports Council
| 13 years |
| Anthony Guinta | M | - |
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. | 25 years |
| Evan Byers | M | - |
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. | 5 years |
| John Champagne | M | - |
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. | 7 years |
| Philip Clinkscales | M | - |
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. | 5 years |
| Nichelle Dalyrimple | F | - |
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. | 18 years |
| Julian Davis | M | - |
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. | 9 years |
| Lauren Forster | F | - |
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. | 5 years |
| Jarrod Freeman | M | - |
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. | 8 years |
| Dave Kochamba | M | - |
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. | 12 years |
| Margo Bryk | F | - |
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. | 16 years |
| Kyle Kvalheim | M | - |
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. | 4 years |
| Sean Lennox | M | - |
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. | 2 years |
| Wilson Reece | M | - |
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. | 7 years |
| Mike Stanford | M | - |
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. | 15 years |
| Kelsey Stone | M | - |
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. | - |
| Jimmy Trimble | M | - |
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. | 5 years |
| Cindy Wilson | F | - |
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. | 2 years |
| Lauren Burthey | F | - |
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. | 1 years |
| Robert E. Hope | M | - |
Atlanta Sports Council
| - |
| Ken Chin | M | - |
Atlanta Sports Council
| 18 years |
| Peter E. Forsström | M | - |
Atlanta Sports Council
| - |
| Robert W. Coggin | M | - |
Atlanta Sports Council
| - |
| Allison Ritter | F | - |
Atlanta Sports Council
| - |
| Gene Brooks | M | - |
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. | 10 years |
| Kevin Duvall | M | - |
Atlanta Sports Council
| 13 years |
| Bob Williams | M | - |
Atlanta Sports Council
| - |
| Derek Schiller | M | 53 |
Atlanta Sports Council
| - |
| Kyle Glenn | M | - |
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. | 4 years |
| Scott Asher | M | - |
Atlanta Sports Council
| 13 years |
| Stephanie Lang | F | 50 |
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. | 19 years |
| Joe Garner | M | - |
Atlanta Sports Council
| 13 years |
| John Thomas Grant | M | - |
Atlanta Sports Council
| 13 years |
| Todd Rhinehart | M | - |
Atlanta Sports Council
| 13 years |
| Dan Corso | M | - |
Atlanta Sports Council
| 14 years |
| Tom Houle | M | - |
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. | 11 years |
| Christina Tedcastle | F | - |
Atlanta Sports Council
| 13 years |
| Tad Hutcheson | M | - |
Atlanta Sports Council
| 13 years |
| Adam Shealy | M | - |
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. | 9 years |
| Christine M. Sanders | F | - |
Atlanta Sports Council
| 13 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Erik Larsen | M | - |
Wake Forest University
| 6 years |
| Paul Lejuez | M | - |
Wake Forest University
| 5 years |
| Maria Lagomasino | F | 74 |
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | 7 years |
| Jason Gary Allen | M | - |
Wake Forest University
| 6 years |
| Bruce Arella | M | - |
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | 5 years |
| Ernie Dawal | M | - |
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | - |
| Timothy J. O'Brien | M | - |
Wake Forest University
| 5 years |
| Joe B. Alala | M | 53 |
Wake Forest University
| 3 years |
| Anthony Williams | M | 53 |
Wake Forest University
| 4 years |
| Erik van der Sande | M | - |
Wake Forest University
| 5 years |
| Darik C. Afshani | M | - |
Wake Forest University
| 4 years |
| Kevin Maxwell | M | 48 |
Wake Forest University
| 4 years |
| Robert Rice | M | - |
Wake Forest University
| 4 years |
| J. Christian Champ | M | - |
Wake Forest University
| 4 years |
| Johnson Rob | M | - |
Wake Forest University
| 4 years |
| Thomas Joseph Eberle | M | 57 |
Wake Forest University
| 2 years |
| Ned Tobey | M | - |
Wake Forest University
| 2 years |
| David O'Leary | M | 49 |
Wake Forest University
| 4 years |
| Deken Palmer | M | - |
Wake Forest University
| 4 years |
| William Hoos | M | - |
Wake Forest University
| 4 years |
| Mark Nicholas Paccione | M | - |
Wake Forest University
| 4 years |
| Matthew Coleman | M | 47 |
Wake Forest University
| 6 years |
| Stephen Todd Wehr | M | - |
Wake Forest University
| 4 years |
| Justin J. Peterson | M | - |
Wake Forest University
| 4 years |
| Joseph Parkhill | M | - |
Wake Forest University
| 4 years |
| Scott William Loyek | M | - |
Wake Forest University
| 4 years |
| Jay C. Strum | M | - |
Wake Forest University
| 6 years |
| Banks Bourne | M | - |
Wake Forest University
| 2 years |
| Patrick O'Keefe | M | - |
Wake Forest University
| 4 years |
| Todd Goergen | M | 51 |
Wake Forest University
| 4 years |
| Jim Major | M | 52 |
Wake Forest University
| 4 years |
| Frank Gristina | M | - |
Wake Forest University
| 4 years |
| Russ Allen | M | - |
Wake Forest University
| 4 years |
| Matt Stith | M | - |
Wake Forest University
| 3 years |
| Benton Sellers Bragg | M | - |
Wake Forest University
| 2 years |
| George B. Whitaker | M | - |
Wake Forest University
| 2 years |
| Joseph D. Jackson | M | 56 |
Wake Forest University
| 2 years |
| Eric Coldwell | M | - |
Wake Forest University
| 4 years |
| Laura B. Farren | F | - |
Wake Forest University
| 4 years |
| Gray Powell | M | - |
Wake Forest University
| 4 years |
| John A. Cimaroli | M | - |
Wake Forest University
| 4 years |
| John F. Tomlinson | M | - |
Wake Forest University
| 2 years |
| Chris Devine | M | - |
Wake Forest University
| 4 years |
| Frank Young | M | - |
Wake Forest University
| 4 years |
| Edward Steven Painvin | M | - |
Wake Forest University
| 2 years |
| Jon P. LeCroy | M | - |
Wake Forest University
| 4 years |
| Scott R. Kirkendall | M | - |
Wake Forest University
| 4 years |
| Rodney A. Hull | M | - |
Wake Forest University
| 4 years |
| Richard Afable | M | 70 |
Wake Forest University
| 5 years |
| Allison Cole | F | - |
Wake Forest University
| 4 years |
| Thomas L. Greer | M | - |
Wake Forest University
| 2 years |
| Carl Fantasia | M | - |
Wake Forest University
| 4 years |
| David Welch | M | - |
Wake Forest University
| 2 years |
| William H. Wykle | M | - |
Wake Forest University
| 4 years |
| Ogden Phipps | M | - |
Wake Forest University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Thomas Carroll
- Personal Network
