Profile
Julian Davis has worked at Homrich Berg, Inc. since 2015 and currently holds the position of Director, which he started in 2021.
Julian Davis active positions
| Companies | Position | Start |
|---|---|---|
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 | 2021-07-31 |
Experiences
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1st degree connections
1st degree companies
Male
Female
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Linked companies
| Private companies | 1 |
|---|---|
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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