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Bill Bolen Cfa Cfp
Bill Bolen Cfa Cfp
Principal, HB Family Office | Homrich Berg
Atlanta, Georgia, United States
Bill Bolen Cfa Cfp
Summary
Bill Bolen is an accomplished Principal and Chief Marketing Officer at Homrich Berg, a leading independent wealth management firm in the United States. With a strong background in alternative investments and asset management, he manages ultra high net worth clients and family offices, leading strategic planning efforts and participating in the firm's Investment Committee. Bill's diverse experience spans various sectors including consumer, industrial, financial, and sports management, where he has held significant leadership roles. He has a proven track record in business planning, marketing strategy, and competitive analysis, making him a key player in driving growth and innovation. Bill is also recognized for his public speaking skills and has authored an article in the McKinsey Quarterly, showcasing his thought leadership in the industry. His journey reflects a blend of strategic insight and practical execution, underpinned by a solid educational foundation from Harvard Business School and The University of Alabama.
Bill Bolen Cfa Cfp
Work Experience
Principal, HB Family Office at
Homrich Berg
September 2024 - Present
Chief Marketing Officer & Principal, HB Family Office at
Homrich Berg
January 2014 - September 2024
Director, HB Family Office at
Homrich Berg
September 2009 - December 2013
CFO and CIO at
Terwilliger Family Office
January 2008 - December 2012
President & COO at
Atlanta Dream WNBA
January 2008 - September 2009
Partner at
TopRight
January 2007 - December 2007
Partner at
The Davinci
April 1999 - December 2006
Engagement Manager at
McKinsey & Company
May 1996 - March 1999
Sales Representative at
Dow
September 1992 - August 1994
Marketing Analyst at
Dow
May 1991 - August 1992
Bill Bolen Cfa Cfp
Education
January 1994 - January 1996
University of Alabama, Bs
January 1987 - January 1991
Statesboro high School
January 1983 - January 1987
Frequently Asked Questions about Bill Bolen Cfa Cfp
What is Bill Bolen Cfa Cfp email address?
Bill Bolen Cfa Cfp's primary email address is *****@homrichberg.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Bill Bolen Cfa Cfp work for?
Bill Bolen Cfa Cfp is a Principal, HB Family Office at Homrich Berg, a company specializing in Functions related to depository banking.
Where Bill Bolen Cfa Cfp graduated from?
Bill Bolen Cfa Cfp holds a degree in General Management from Harvard Business School.
How can I directly contact Bill Bolen Cfa Cfp?
To contact Bill Bolen Cfa Cfp directly, you can use the email address *****@homrichberg.com. Complete contact information is available upon registration with Muraena.
Who is Bill Bolen Cfa Cfp?
Bill Bolen is an accomplished Principal and Chief Marketing Officer at Homrich Berg, a leading independent wealth management firm in the United States. With a strong background in alternative investments and asset management, he manages ultra high net worth clients and family offices, leading strategic planning efforts and participating in the firm's Investment Committee. Bill's diverse experience spans various sectors including consumer, industrial, financial, and sports management, where he has held significant leadership roles. He has a proven track record in business planning, marketing strategy, and competitive analysis, making him a key player in driving growth and innovation. Bill is also recognized for his public speaking skills and has authored an article in the McKinsey Quarterly, showcasing his thought leadership in the industry. His journey reflects a blend of strategic insight and practical execution, underpinned by a solid educational foundation from Harvard Business School and The University of Alabama.
Bill`s contact details
*****@homrichberg.com
Colleagues
Principal, Family Wealth Strategist
Vice President Operations
CEO & President
Principal and Chief Operating Officer
Chief Investment Officer and Principal
Chairman of the Board
CEO
Chief Planning Officer
Principal & Chief Financial Officer
Vice President Of Technology