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Financial Advisory  + Wealth Management  | 
Homrich Berg Hires Former JP Morgan VP to Bolster Family Office Division

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 for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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