Atlanta, Georgia-based Homrich Berg is enhancing its presence in the Southeast with a new high-net-worth advisor from Bernstein Private Wealth Management, while Carnegie Investment Counsel adds another planning-focused advisor to its ranks in Ohio.
Homrich Berg, which manages $25 billion in AUM, has opened a new office in Greenville, South Carolina, marking its second location in the state. Alongside that news, the firm said it has hired Robert DiBenedetto as a wealth advisor to lead client relationships in the region and help support Homrich Berg’s broader push into the Southeast.
DiBenedetto joins from Bernstein Private Wealth Management, where he worked with high-net-worth families, foundations, and pension plans on estate strategies, business transition planning, and multigenerational asset allocation. He previously worked in the US House of Representatives for South Carolina’s 4th District.
Bernstein, a subsidiary of AllianceBernstein, revealed a shift in its strategy this week with new leaders to drive growth within its ultra-high-net-worth platform.
“His strong record of success, combined with his strategic insight and forward-thinking mindset, makes him a strong addition to our team,” Thomas Carroll, CEO of Homrich Berg, said on Wednesday. “His arrival marks an important milestone in our expansion in the Southeast and the strengthening of our ability to serve clients across South Carolina.”
The Greenville office follows Homrich Berg’s Columbia location, which opened in 2023, as the firm pursues continued growth in the Carolinas and Coastal Georgia. DiBenedetto emphasized his personal ties to the region in choosing the firm.
“It’s especially rewarding to serve the community I’ve always called home, and I’m thrilled to join Homrich Berg, a firm whose reputation and culture truly set it apart,” he said.
Separately, Cleveland-based Carnegie Investment Counsel has brought on Skye Barry as a senior vice president and wealth advisor in its Cincinnati office. Barry joins the $6.5 billion RIA after leading investment strategy at another advisory firm with $4.5 billion in AUM, where she oversaw public market portfolios and co-chaired the investment committee.
Prior to Carnegie, Barry was affiliated with Constellation Wealth Advisors for just over three years, according to her investment advisor record with the Securities and Exchange Commission.
In her new role, Barry will deliver integrated planning and investment advice to families and individuals across the country, supporting Carnegie’s client service and growth strategies.
“Her client-first mindset and comprehensive wealth management experience make her a natural fit within our team,” said Richard Alt, CEO of Carnegie. “Her talent will allow us to further elevate Carnegie’s reach and capabilities.”
Barry holds degrees from the University of Cape Town and is a frequent speaker on investment topics at national conferences.
In February, Carnegie announced its own expansion in the East with a deal to acquire Eagle Ridge Investment Management in Connecticut.
Anthropic's Millennium partnership moves AI from reactive tool to proactive risk monitor — but other wealth tech leaders question its fit for RIA practices.
Milind Mehere offers perspective on why ambient AI, not smarter models, will define the next decade of wealth tech.
Kenneth Thom, 42, reinvented himself as a finfluencer known as “K Money.”
A press-freedom lawsuit filed in Manhattan challenges the president's $100,000-a-month Truth API service used by trading firms.
Research reveals six hidden costs inside "zero-fee" IRAs, with one investment mistake potentially amounting to $170,000 over a 30-year period.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
