Meet the Team

HB Group Photo Final

We have a culture of service at Homrich Berg, driven by our values and our focus on putting our clients’ interests first every day.  Great client service starts with great people.  We focus on hiring excellent team members with a wide range of skills and backgrounds. Browse through the bios of our people and you will see certifications that we believe are marks of excellence in the planning and investments world – CERTIFIED FINANCIAL PLANNER certificants, Chartered Financial Analyst® charterholders, and multiple CPAs (Certified Public Accountants) as well.  You will see a veteran operations team making the office hum with efficiency, and notice a common belief in service to the community reflected in a wide range of activities and board positions. Your client service team will directly involve a number of people you see here; but the advantage for you is that everyone listed here is ultimately part of your HB team.

Principals & Directors

Stephanie S. Lang, CFA

Principal & Chief Investment Officer

J. Paul Ribes, CPA

Principal & Chief Operating Officer

Christopher V. Casdia, CSCP

Chief Compliance Officer and Director

Senior Associates & Associates

Investments

Brigid T. Cochran

Senior Investment Specialist

J. Ford Donohue, CFA

Senior Investment Analyst

Krista A. Koch

Senior Fund Administrator

Stephanie S. Lang, CFA

Principal & Chief Investment Officer

Andrew W. Pratt

Senior Investment Specialist

J. Adam Shealy

Fixed Income Analyst

Daniel S. Ziznewski, CFA

Senior Investment Analyst

Operations and Client Care

Corey M. Beezhold

Senior Trader / Operations Specialist

Katherine E. Bigley

Senior Operations Specialist

Sheila F. Bozeman

Client Care Coordinator

Christopher V. Casdia, CSCP

Chief Compliance Officer and Director

Natalie A. Conners

Operations Specialist

Kate Dalton

Client Care Coordinator

Nichelle K. Dalyrimple

Senior Operations Specialist

Kelsie Flanigan

Client Care Coordinator

Daniel S. Frechette

Client Care Coordinator

Sean Hendler, CPA

Senior Operations Specialist

Bonnie R. Holland

Operations Manager

April C. Jones

Marketing Coordinator

Tatum L. O'Keefe

Client Care Coordinator

Miri M. Pope

Senior Client Care Coordinator

J. Paul Ribes, CPA

Principal & Chief Operating Officer

Heidi S. Royal

Senior Accountant

Teri L. Sebastian

Senior Operations Specialist

Randee G. Senseney

Front Desk Administrator

Barbara T. Tallent

Client Care Coordinator

Julia Van Hooser

Client Care Coordinator

Kelsey E. Waite

Senior Client Care Coordinator

Lauren C. Williams

Senior Client Care Coordinator

Sandy L. Zygmunt

Client Care Coordinator

Human Resources