HB Wealth has appointed Gina Martin Adams as chief market strategist, further strengthening its investment leadership team as the Atlanta-based RIA continues its national expansion.
Adams, who previously served as chief equity strategist and head of equity strategy and fund research at Bloomberg Intelligence, will work alongside newly named chief investment officer Joel Houck and deputy CIO Ford Donohue.
Together, the trio will guide HB Wealth’s investment philosophy, market outlook, and portfolio strategies for the firm’s $29 billion in assets under management.
Adams brings more than 25 years of experience in market analysis and thematic research to the newly created C-suite role at HB Wealth. She is expected to help advance proprietary research, support new investment product development, and enhance the client experience through thought leadership and education.
Ritholtz Wealth Management made a similar move in June last year, tapping Callie Cox as its first-ever chief market strategist. Prior to roles at eToro, Ally, and LPL Financial, Cox's professional career began at Bloomberg, where she covered US stock and options markets.
In her new role, Adams will collaborate with Houck and Donohue to provide market perspective and investment guidance to HB Wealth’s advisors, clients, and investment committee.
Houck joined the firm earlier this year through its merger with WMS Partners, bringing decades of experience in capital markets, equity research, and hedge-fund management. Donohue, who has been with the RIA since 2014, most recently served as managing director of public markets, overseeing investment strategy across equities, fixed income, and hedge funds.
Thomas Carroll, chief executive at HB Wealth, said the combination of Adams, Houck, and Donohue “marks an exciting step forward for HB Wealth.” He added that Houck and Donohue’s new roles “formally recognize the leadership they’ve already demonstrated,” and that Adams’ addition will further strengthen the guidance the firm provides to clients.
Adams said in the announcement that she was drawn to HB Wealth’s “collaborative culture and client-first values.” She added, “I’m excited to join the firm and to partner with Joel and Ford as they take on their new leadership roles to deliver insights that support advisors and the clients they serve.”
The leadership announcement follows a period of growth for HB Wealth. Last week, the firm established a presence in Charlotte, North Carolina, by adding a five-person advisory team from JPMorgan that previously oversaw nearly $15 billion in assets.
Earlier in August, HB Wealth rebranded from Homrich Berg, uniting all offices and teams under a single national name.
Founded in 1989, HB Wealth now operates 12 offices across six states, with more than 300 employees serving individuals, families, and institutions nationwide.
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