Homrich Berg Onboards Wealth Advisor Emily Bentley to Elevate Family Office

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Fast-growing wealth advisory firm snags J.P. Morgan veteran as demand for family office services spikes

Homrich Berg (HB) continues to cultivate a deep bench of seasoned wealth management professionals with the addition of Emily Bentley. Bentley, who has spent the last 10 years with J.P. Morgan Private Bank, will play an instrumental role in growing the firm’s family office service offering.

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Emily Bentley, managing director in the Homrich Berg family office division (Photo: Business Wire)

“As we continue to grow throughout metro Atlanta and across the country, we are focused on investing in top talent to serve our clients and expand our capabilities,” says Andy Berg, CEO and co-founder of Homrich Berg. “We are excited to add Emily and her unique skill set to our family office team.”

HB President Thomas Carroll adds, “I have known Emily personally for many years, and believe she embodies our core values of providing objective, innovative, and high-touch client service. She will help drive our strategy of using our scale and growth to attract talent and gain leverage for the benefit of our clients.”

In addition to serving clients, Bentley will help lead the strategic growth of talent and capabilities for HB’s family office services.

“I am thrilled to be joining the team at Homrich Berg with a focus on fiduciary, fee-only comprehensive wealth management services for clients,” says Bentley. “It’s an exciting time to join one of the largest independent firms in the country where I am comfortable with the family office capabilities, including its expertise in private investments. Homrich Berg’s commitment to investing in technology and talent in order to provide a personalized client experience really attracted me to join this great team.”

During her tenure at J.P. Morgan, Bentley was responsible for delivering the firm’s investment, wealth transfer, credit and philanthropic services to high-net-worth individuals, endowments and foundations throughout the Southeast region. She also spent several years with the company serving as an investment specialist in New York overseeing the construction, implementation and oversight of client portfolios.

Previously, Bentley had spent seven years with SunTrust Robinson Humphrey’s investment banking practice, where she advised community banks and specialty finance companies on mergers and acquisitions, as well as raising debt and equity capital.

Bentley graduated Phi Beta Kappa from Emory University with a Bachelor of Arts in economics, and received her MBA from the University of Virginia’s Darden School of Business. Emily is an active member of Emerging Leaders for Children’s Healthcare of Atlanta. An Atlanta native and Westminster graduate, she currently resides in the area with her husband Justin and two sons, Hank and James.

About Homrich Berg
Founded in 1989, Atlanta-based 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, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $9 billion for more than 2,000 family relationships nationwide.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210405005038/en/

Contacts

Morgan Polley
Gregory FCA
610-228-2140
morgan@gregoryfca.com

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