Financial advisors with Homrich Berg will have a new leader following the firm’s creation of a new executive role.
Michael A. Woocher has been appointed as principal and chief advisory officer, joining from Bernstein Private Wealth Management, where he led the Atlanta office as managing director and wealth advisor.
His previous experience in a 25-year career in the industry includes 17 years with SunTrust Bank and its GenSpring Family Offices affiliate that serves ultra-high-net-worth clients, both as an advisor and executive leader.
“As HB continues to add clients and expand geographically, we need an executive leader who can lead and develop talent consistently across all offices, and curate our client experience and service offering to ensure it remains the best in the industry,” Thomas Carroll, president and CEO of Homrich Berg, said in a statement. “Michael joins us at an important moment in our firm’s history, and he is eager to support both our organic and inorganic growth strategies with his guidance and leadership.”
The Atlanta-based RIA firm manages over $16 billion for more than 3,500 family relationships nationwide, with an accomplished team of advisors in offices across the Southeast.
Woocher will lead the firm’s team of advisors and will also oversee the recruitment and development of its next generation of advisors.
“First and foremost, Homrich Berg is a fiduciary firm that is fully aligned with its clients’ interests. I would not join a firm that did not have this core value,” Woocher said. “The firm's reputation for excellence in the Atlanta community and its flexible, client-centered service approach and unconstrained investment platform are ideal for fostering the kind of advisory relationships I believe in. I am excited about the opportunity to join the executive team and continue the Homrich Berg tradition of individually tailored advice and high-touch client service.”
Preparing your clients to withstand the ups and downs of change – both external and internal – could be the key to unlocking their loyalty, trust, and confidence.
After leaving LPL in 2020, it hasn’t gone Cornick’s way at Osaic.
The finance professor and quant investing veteran believes with the right guardrails, artificial intelligence could be trusted to meet the high bar of fiduciary advice.
UBS has also regained some ground as it recruited an experienced Merrill advisor in New York.
The ex-Bay Area broker reportedly continued to peddle fake bond investments, promising rates of returns exceeding 20%, even after FINRA suspended his license in 2014.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
