Tom Houle
Director/Board Member at Homrich Berg, Inc.
Network origin in Tom Houle first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
25
| Private Company | Investment Trusts/Mutual Funds | 25 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tom Houle via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Georgia Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Acuity-PT&C LLC
 Acuity-PT&C LLC Miscellaneous Commercial ServicesCommercial Services Project Time & Cost LLC provides project and program, construction, cost and schedule management and technology solution. It helps commercial and government owners, contractors and insurers turn for services and solutions. The company was founded by Gene Marvin Brooks Jr. in 1982 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Founder | |
| Purdue University | College/University | Undergraduate Degree | |
HB Wealth Management LLC
 HB Wealth Management LLC Investment ManagersFinance HB Wealth Management LLC provides investment advisory services. The private company is based in Grand Rapids, MI. | Investment Managers | Chief Investment Officer | |
Southern Capital Forum, Inc.
 Southern Capital Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Southern Capital Forum, Inc. operates a trade association for private capital investors. The private company is based in Atlanta, GA. The company was founded by John J. Huntz. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Atlanta Society of Financial Analysts | Corporate Officer/Principal | ||
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Georgia | College/University | Undergraduate Degree | |
| Georgia State University | College/University | Masters Business Admin | |
Peachtree Real Estate Fund II-A LP
 Peachtree Real Estate Fund II-A LP Financial ConglomeratesFinance Peachtree Real Estate Fund II-A LP provides investment services. The company is headquartered in Atlanta, GA. | Financial Conglomerates | Director/Board Member | |
Peachtree Alternative Strategies Fund
 Peachtree Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Peachtree Alternative Strategies Fund operates as a non-diversified, closed-end management investment company. It invests substantially all of its assets in private investment vehicles or hedge funds managed by a variety of different investment managers. The Fund’s investment objective is to create a diversified portfolio of hedge fund strategies that generates attractive risk-adjusted returns relative to traditional asset classes and that generates a return stream that is not highly correlated to equity market performance. The company was founded on August 19, 2016 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Director/Board Member | |
2017 Opportunity Fund LP
 2017 Opportunity Fund LP Investment ManagersFinance 2017 Opportunity Fund LP operates as a private equity fund. The company is headquartered in Atlanta, GA. | Investment Managers | Director/Board Member | |
2017 Real Estate Opportunity Fund LP
 2017 Real Estate Opportunity Fund LP Financial ConglomeratesFinance 2017 Real Estate Opportunity Fund LP functions as pooled investment fund. The company is headquartered in Atlanta, GA. | Financial Conglomerates | Director/Board Member | |
| Middle Georgia College | College/University | Undergraduate Degree | |
HB Weath Management LLC (GA)
 HB Weath Management LLC (GA) Investment ManagersFinance HB Wealth Management LLC, dba Homrich Berg (HB), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Andy Berg and David Homrich. HB provides individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations. | Investment Managers | Chief Executive Officer | |
| Atlanta Sports Council | Chairman | ||
| Wake Forest University | College/University | Undergraduate Degree | |
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Chief Executive Officer | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| Childrens Healthcare of Atlanta Foundation, Inc. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Hanscomb Associates | Corporate Officer/Principal | ||
New Mountain Capital LLC
 New Mountain Capital LLC Investment ManagersFinance New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York. | Investment Managers | Private Equity Investor |
Statistics
International
| United States | 25 |
Sectoral
| Finance | 10 |
| Consumer Services | 8 |
| Commercial Services | 4 |
| Miscellaneous | 3 |
Operational
| Director/Board Member | 26 |
| Undergraduate Degree | 6 |
| Corporate Officer/Principal | 6 |
| Chairman | 4 |
| Chief Executive Officer | 4 |
Most connected contacts
| Insiders | |
|---|---|
| Stephanie Lang | 11 |
| Thomas Carroll | 6 |
| Gene Brooks | 5 |
| Adam Shealy | 4 |
| Kyle Glenn | 4 |
| Andy Berg | 3 |
| Dave Kochamba | 1 |
| Cindy Wilson | 1 |
| Jimmy Trimble | 1 |
| Kelsey Stone | 1 |
| Mike Stanford | 1 |
| Wilson Reece | 1 |
| Sean Lennox | 1 |
| Kyle Kvalheim | 1 |
| Julian Davis | 1 |
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