ATLANTA--(BUSINESS WIRE)--Jul 24, 2023--
Homrich Berg is excited to announce the addition of Lauren Vick Burthey as a Director in the Family Office division. Burthey joins the $13 billion, Atlanta-based RIA to contribute to the firm's continued growth and expansion within the wealth services industry with a focus on ultra-high-net-worth families.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230724260316/en/
Lauren Vick Burthey (Photo: Business Wire)
“Lauren has a unique skill set with a background across wealth management, recruiting, consulting, and marketing,” said Thomas Carroll, president of Homrich Berg. “We’re energized by the new perspective she brings to the firm and look forward to seeing her elevate the Homrich Berg brand while becoming a trusted resource for our clients.”
Burthey’s experience spans a career that has centered around building strong interpersonal skills across many industries. Most recently, Burthey was a Vice President at J.P. Morgan Private Bank working with ultra-high-net-worth families, endowments, and foundations on investment, credit, banking, and planning needs. Prior to that, she spent time at McKinsey & Company managing the recruitment of advanced professional degree and MBA candidates. She also has experience in organizational alignment, marketing, and operations. In her role at Homrich Berg, Burthey will leverage her varied expertise to work with families who have complex needs and goals to create alignment across their financial lives.
“Throughout my career, I found that I’ve always loved building relationships and connecting with people,” said Burthey. “I’m excited to work with our clients and help them plan for their financial future and achieve their goals by listening to them, understanding their unique needs, and providing them with a client experience they won’t find anywhere else.”
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 $12.5 billion for more than 3,000 family relationships nationwide as of December 31, 2022.
View source version on businesswire.com:https://www.businesswire.com/news/home/20230724260316/en/
CONTACT: Rodneya Ross
Gregory FCA for Homrich Berg
610-228-2093
rodneya@gregoryfca.com
KEYWORD: GEORGIA UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: FINANCE CONSULTING BANKING PROFESSIONAL SERVICES ASSET MANAGEMENT
SOURCE: Homrich Berg
Copyright Business Wire 2023.
PUB: 07/24/2023 08:15 AM/DISC: 07/24/2023 08:15 AM
http://www.businesswire.com/news/home/20230724260316/en
