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Bill Bolen Cfa Cfp

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Bill Bolen Cfa Cfp

Principal, HB Family Office | Homrich Berg

Atlanta, Georgia, United States

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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.

General

Generalist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Bill Bolen Cfa Cfp

Work Experience

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Principal, HB Family Office at

Homrich Berg

September 2024 - Present

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Chief Marketing Officer & Principal, HB Family Office at

Homrich Berg

January 2014 - September 2024

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Director, HB Family Office at

Homrich Berg

September 2009 - December 2013

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CFO and CIO at

Terwilliger Family Office

January 2008 - December 2012

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President & COO at

Atlanta Dream WNBA

January 2008 - September 2009

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Partner at

TopRight

January 2007 - December 2007

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Partner at

The Davinci

April 1999 - December 2006

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Engagement Manager at

McKinsey & Company

May 1996 - March 1999

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Sales Representative at

Dow

September 1992 - August 1994

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Marketing Analyst at

Dow

May 1991 - August 1992

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Bill Bolen Cfa Cfp

Education

Harvard Business School, Mba

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

mail

*****@homrichberg.com

Colleagues

Abbey Flaum

Principal, Family Wealth Strategist

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Randy Schultz

Vice President Operations

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Cfp Thomas Carroll

CEO & President

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Kyle Glenn

Principal and Chief Operating Officer

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Stephanie Lang Cfa

Chief Investment Officer and Principal

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Andy Berg

Chairman of the Board

Don Moody

Chief Planning Officer

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Jamie Hennessy

Principal & Chief Financial Officer

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John Dolan Cissp

Vice President Of Technology

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