Jamie joined Homrich Berg in 2021 as Chief Financial Officer and is a Principal of the firm. He leads the firm’s accounting, finance and reporting functions, as well as oversees the company’s data analytics efforts. Prior to joining Homrich Berg, Jamie most recently served as Chief Financial Officer at Wentworth Management Services, an aggregator of companies in the Wealth Management space and prior to that served as Controller of Private Wealth Management at SunTrust, now Truist. Jamie started his career in public accounting at Grant Thornton where he spent 10 years in audit serving clients in a multitude of sectors in the UK, Australia and finally Atlanta.