Tag: Berg

Investment Strategies

Geoffrey Berg Named University of Rochester CIO, Succeeding Doug Phillips

04/08/2025
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Geoffrey Berg Geoffrey Berg will join the University of Rochester as senior vice president and CIO,…

Wealth Planning

$25B Homrich Berg Launches Equity Participation Program

22/07/2025
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Homrich Berg, an Atlanta-based RIA integrator with $25 billion in assets, has launched an equity participation program for…