Homrich Berg has named William Bolen, who helps lead the firm's family office practice and marketing efforts, as a principal.

Homrich Berg has named William Bolen, who helps lead the firm's family office practice and marketing efforts, as a principal.

Bolen works in the areas of investment strategy and alternative investments, which involves writing economic and investment commentaries for the firm and speaking regularly about these topics.

Bolen joined Homrich Berg in 2009 as a director, having previously served as chief financial officer of the Terwilliger Family Office and as president/chief operating officer of the Atlanta Dream WNBA sports franchise.

He started his career as a manager at McKinsey & Company's Atlanta, GA, office before co-founding The DaVinci Group, a strategy and marketing consulting firm. 

Homrich Berg is an independent wealth management firm based in Atlanta, GA. The firm manages some $3.2 billion in assets for some 900 clients.