Homrich Berg, a leading Atlanta-based RIA serving families and investors across the country, announced the appointment of Michael A. Woocher as Principal and Chief Advisory Officer. Under this newly created executive role, Woocher will lead the $16 billion firm’s accomplished group of financial advisors, position the firm for continued growth by developing its next generation of advisors, and attract and integrate new advisors for future strategic hires and acquisitions.
Woocher has deep ties to the Atlanta community and brings executive and advisory experience to his new role at Homrich Berg. Since 2015, Woocher has been Managing Director and Wealth Advisor at Bernstein Private Wealth Management, leading the Atlanta office. Previously, Woocher worked as an advisor and executive leader for over 17 years at SunTrust Bank and its ultra-high-net-worth multi-family office affiliate GenSpring Family Offices. And Woocher will draw on his 25+ years of experience delivering family office services and providing leadership to client advisors as he takes on the role of Chief Advisory Officer.
Woocher’s hiring marks a next major step of Homrich Berg’s evolution into an enterprise-level firm with a modern service platform, which is a deep bench of talented advisors and offices in multiple states. Along with leading the firm’s advisors, he will also remain directly connected to the client experience by advising a select group of family office client relationships.
As an active participant in the Atlanta community, Woocher is a current Board Member and incoming Chair of the Endowment Committee of The Lovett School and has previously served on the Boards of the Atlanta History Center, the William Breman Jewish Heritage Museum, and the Friends of the First Tee of East Lake.
KEY QUOTES:
“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. 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.”
– Michael Woocher
“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. 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.”
– Thomas Carroll, President and CEO of Homrich Berg
