Adam Shealy
Director/Board Member at Homrich Berg, Inc.
Adam Shealy active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Director/Board Member | 2015-05-31 | - |
Career history of Adam Shealy
Former positions of Adam Shealy
| Companies | Position | Start | End |
|---|---|---|---|
Homrich & Berg, Inc. (Investment Management)
 Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Analyst-Fixed Income | 2016-12-31 | - |
| Trading-Fixed Income | 2015-05-31 | 2016-12-31 |
Training of Adam Shealy
| Middle Georgia College | Undergraduate Degree |
| Georgia Institute of Technology | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Analyst-Fixed Income | 1 |
| Trading-Fixed Income | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
| Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Finance |
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. | Miscellaneous |
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