ATLANTA--(BUSINESS WIRE)--Apr 22, 2024--
Homrich Berg (HB), a leading Atlanta-based RIA serving families and investors across the country from its offices in the Southeast, welcomes Andrew Page as Head of Corporate Development. HB created this new position to add a leader with Page’s dealmaking experience, signaling the $16 billion enterprise firm’s continuing focus on growth by acquisition.
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With a foundation in deal execution, business development, and strategic advisement in the wealth management industry, Page comes to HB to focus on fostering relationships with RIA firms and advisor teams which lead to partnerships aligning with the firm’s values. Prior to joining Homrich Berg, Page was a Director and Partner at Ancora Holdings Group where he led their M&A efforts and other strategic initiatives. He previously was a member of the investment team at Focus Financial Partners focused on the financial services industry leading all phases of the deal process from sourcing to execution and relationship management.
“Homrich Berg planted its flag 35 years ago in fee-only, fiduciary service and has built a reputation as one of the industry’s leading firms. Its commitment to holistic client service is a powerful starting point for any acquisition or partnership,” Page said. “The management team here is excellent, and HB’s thoughtful approach to growth creates a strong foundation for future strategic acquisitions.”
Page’s appointment as Head of Corporate Development comes as strong M&A activity in the RIA industry continues to defy headwinds. In the current deal climate, advisors seek strategic partners that see eye-to-eye on client service, long-term sustainability, and cultural alignment.
“We knew we needed a seasoned leader like Andrew, who understands both the M&A marketplace and the type of professionals who will align closely with HB,” said Thomas Carroll, President and CEO of Homrich Berg. “He joins us at an important point in our history as we continue to seek firms and advisors who are aligned with our values and value the benefits of joining our firm.”
This hire comes on the heels of Michael A. Woocher joining HB’s executive team as Chief Advisory Officer with a dedicated focus on leading advisors and client experience.
About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $16 billion for more than 3,500 family relationships nationwide. This document is not a recommendation.
Andrew Page, Head of Corporate Development at Homrich Berg (Photo: Business Wire)
BLAINE, Minn. (AP) — Taylor Pendrith shot a 7-under 64 on Friday to take a two-stroke lead over Matt NeSmith into the weekend in the 3M Open.
Playing in windier afternoon conditions, Pendrith made a 30-foot birdie putt on the par-4 16th and tapped in for another birdie on the par-5 18th. He had a 12-under 130 total at the TPC Twin Cities, playing the first 36 holes without a bogey.
The 33-year-old Canadian won the CJ Cup Byron Nelson in May in Texas for his first PGA Tour title. He tied for fifth last week in the Barracuda Championship in California.
“Today was pretty tricky with the wind, it was blowing pretty hard at times, so my speed was great all day and stayed really patient," Pendrith said. “I didn’t really have many good looks through the first hour I would say of golf and was able to stay patient and make a couple, made a couple longer ones, which was nice.”
NeSmith had a 64 in the morning before wind gusts topping 20 mph hit the course in the afternoon and early evening.
Seeking his first PGA Tour victory, NeSmith lost in a playoff two weeks ago at the ISCO Championship in Kentucky, his lone top-10 finish in 20 prior starts this season. He has missed 11 cuts.
“Patience is key out here whether it be to win golf tournaments, to make cuts, to try and keep your card to try and get in the top 30,” NeSmith said. “I think it pertains to each and every person out here. You never know when you’re going to get hot, you never know when good golf’s coming. Just kind of try and be patient, try and keep calmer heads and you never know what will happen.”
First-round leader Jacob Bridgeman had a 70 to drop three strokes back at 9 under with Andrew Putnam (66). Doug Ghim (64), Lanto Griffin (66), Alex Smalley (65) and Jhonattan Vegas (66) were 8 under.
“I felt like anything under par today was pretty good, especially in the afternoon,” said Bridgeman, one of the last players to tee off Friday. “The wind was blowing really hard in the beginning of the round, caught a little bit of a lull at the end, which was nice. But greens were kind of bumpy from all the traffic. … I stayed patient all day, didn’t really have a whole lot of great chances.”
The event is the second-to-last tournament before the FedEx Cup playoffs begin, with some players near the 70-player cutoff failing to advance to the weekend. Nick Dunlap (64th in the standings), Luke List (71st) and defending champion Lee Hodges (73rd) missed the cut.
Jacob Bridgeman walks on the 10th tee during the second round of the 3M Open golf tournament at the Tournament Players Club, Friday, July 26, 2024, in Blaine, Minn. (AP Photo/Charlie Neibergall)
Stewart Cink watches his tee shot on the 10th hole during the second round of the 3M Open golf tournament at the Tournament Players Club, Friday, July 26, 2024, in Blaine, Minn. (AP Photo/Charlie Neibergall)
Kurt Kitayama watches his tee shot on the second hole during the second round of the 3M Open golf tournament at the Tournament Players Club, Friday, July 26, 2024, in Blaine, Minn. (AP Photo/Charlie Neibergall)
Lanto Griffin watches his tee shot on the second hole during the second round of the 3M Open golf tournament at the Tournament Players Club, Friday, July 26, 2024, in Blaine, Minn. (AP Photo/Charlie Neibergall)
Andrew Putnam watches his tee shot on the second hole during the second round of the 3M Open golf tournament at the Tournament Players Club, Friday, July 26, 2024, in Blaine, Minn. (AP Photo/Charlie Neibergall)
Matt NeSmith walks off the 18th green after his putt during the second round of the 3M Open golf tournament at the Tournament Players Club, Friday, July 26, 2024, in Blaine, Minn. (AP Photo/Charlie Neibergall)
Matt NeSmith watches his tee shot on the second hole during the second round of the 3M Open golf tournament at the Tournament Players Club, Friday, July 26, 2024, in Blaine, Minn. (AP Photo/Charlie Neibergall)
Taylor Pendrith lines up his putt on the 18th green during the second round of the 3M Open golf tournament at the Tournament Players Club, Friday, July 26, 2024, in Blaine, Minn. (AP Photo/Charlie Neibergall)
Taylor Pendrith putts on the 18th green during the second round of the 3M Open golf tournament at the Tournament Players Club, Friday, July 26, 2024, in Blaine, Minn. (AP Photo/Charlie Neibergall)
