HB Wealth Strengthens Investment Leadership with Appointment of Gina Martin Adams as Chief Market Strategist and Key Investment Promotions
HB Wealth, one of the nation’s leading independent, fee-only wealth management firms, is bringing on Gina Martin Adams, former Chief Equity Strategist and Head of Equity Strategy and Fund Research at Bloomberg Intelligence, as Chief Market Strategist. In this role, she will collaborate with HB Wealth’s investment team to deliver timely market perspectives, share actionable insights, and enhance the firm’s visibility as a leading voice in the industry.
HB Wealth Expands Geographic Footprint into Charlotte With Seasoned, Five-Person Advisory Team
HB Wealth, a leading Atlanta-based registered investment adviser (RIA) serving families and investors across the country from its offices in the Southeast and Mid-Atlantic, today announces the opening of an office in Charlotte, North Carolina with the addition of an experienced wealth management team. Market Leader Matthew Moore joins HB Wealth with Andrea Smith and Rebecca Warner as Senior Wealth Advisors and Shareholders. Jared Green, Advisory Associate, and Ana Pena, Senior Administrative Associate, complete the initial five-person advisory team.
Homrich Berg Unveils HB Wealth as New Name, Aligning Under Unified Brand
Homrich Berg Wealth Management, a leading independent wealth management firm, launched its refreshed brand identity under the new name HB Wealth. This marks an important step in the $25B RIA’s alignment of all offices and teams under a unified brand that reflects its commitment to delivering comprehensive advice and concierge-level care through a fee-only approach.
