Homrich Berg Moves Forward with Leadership Transition Plan
Retrieved on:
Tuesday, September 12, 2023
Finance, Data Analytics, Consulting, Professional Services, Asset Management, Methodism, Young Harris College, SunTrust Banks, Carroll, RIA, Leadership Council, Lay leader, Multimedia, HB, Atlanta Botanical Garden, Atlanta metropolitan area, Who Killed Atlanta's Children?, Zoo Atlanta, Trustee, Growth, Certified Financial Planner Board of Standards, Commerce, Management, Science, Atlanta
View the full release here: https://www.businesswire.com/news/home/20230912719256/en/
Key Points:
- View the full release here: https://www.businesswire.com/news/home/20230912719256/en/
Thomas Carroll to move from President to CEO, succeeding co-founder of Homrich Berg Andy Berg (Photo: Business Wire)
While at Homrich Berg, Carroll has led a wide range of growth and service enhancement initiatives and worked alongside Berg on an intentional plan to build a smooth leadership transition focused on maintaining the firm’s culture and core values. - The Homrich Berg Board enthusiastically approved this transition plan earlier this year.
- “Building Homrich Berg into the successful client-focused, independent, fee-only wealth management firm it is today has been the highlight of my career,” said Berg.
- “I am honored to be named the next CEO of Homrich Berg and have the opportunity to continue building on the legacy of Andy’s strong leadership,” Carroll shared.