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Financial Advisory  + Wealth Management  |  August 1, 2023
Homrich Berg Hires Former JP Morgan VP to Bolster Family Office Division
Joe Palmisano
By: Joe Palmisano

Homrich Berg Hires Former JP Morgan VP to Bolster Family Office Division

Fee-only based independent wealth manager Homrich Berg has boosted its family office business with the addition of former JP Morgan Private Bank vice president Lauren Vick Burthey as a Director.

Burthey reports to Emily Bentley, a principal at Homrich Berg.

Burthey joins the $13 billion Atlanta-based firm to lead initiatives focused on entrepreneurs from underrepresented communities and females in wealth and will help expand the services for family office clients, according to the firm.

“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,” said Thomas Carroll, president of Homrich Berg.

Prior to JP Morgan, Burthey spent time at McKinsey & Co., where she managed the recruitment of advanced professional degree and MBA candidates.

Founded in 1989, Homrich Berg oversees more than $12.5 billion in assets. The RIA is backed by private equity firm New Mountain Capital.

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Homrich Berg

About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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