Adam Shealy

Director/Board Member at Homrich Berg, Inc.

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Profile

Joshua Adam Shealy is currently a Director at Homrich Berg, Inc. He previously worked as a Fixed Income Analyst at Homrich & Berg, Inc. Shealy holds an MBA from Georgia Institute of Technology and an undergraduate degree from Middle Georgia College.

Adam Shealy active positions

Companies	Position	Start
Homrich Berg, Inc. Homrich Berg, Inc. Investment Trusts/Mutual FundsMiscellaneous Homrich Berg, Inc. is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services. The private company is based in Atlanta, GA and has subsidiaries in the United States. The company serves as the leader of the financial team for high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide. The company was founded in 1989 by Andy Berg and David E. Homrich. Andy Berg has been the CEO since 1989.	Director/Board Member	01/06/2015

All active positions of Adam Shealy

Former positions of Adam Shealy

Companies	Position	End
Homrich & Berg, Inc. (Investment Management) Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices.	Analyst-Fixed Income	-

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Training of Adam Shealy

Georgia Institute of Technology	Masters Business Admin
Middle Georgia College	Undergraduate Degree

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Linked companies

Private companies	2
Homrich & Berg, Inc. (Investment Management) Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices.	Finance
Homrich Berg, Inc. Homrich Berg, Inc. Investment Trusts/Mutual FundsMiscellaneous Homrich Berg, Inc. is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services. The private company is based in Atlanta, GA and has subsidiaries in the United States. The company serves as the leader of the financial team for high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide. The company was founded in 1989 by Andy Berg and David E. Homrich. Andy Berg has been the CEO since 1989.	Miscellaneous