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HB Wealth launches institutional advisory, OCIO practice expansion
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HB Wealth launches institutional advisory, OCIO practice expansion
  • Homrich & Berg’s HB Wealth launched a dedicated Institutional Advisory and outsourced CIO practice on July 14, 2026.
  • The fee-only RIA manages $32 billion in assets; the new unit targets nonprofits, foundations, endowments, and corporate clients.
  • Mike Hill and Armond Reese joined as senior institutional advisors and shareholders to lead client development and relationship management.
  • Both report to CIO Joel Houck; the firm cited its institutional investment platform, including more than $5 billion in private markets.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Homrich & Berg Inc published the original content used to generate this news brief on July 14, 2026, and is solely responsible for the information contained therein.

Disclaimer:This article represents the opinion of the author only. It does not represent the opinion of Webull, nor should it be viewed as an indication that Webull either agrees with or confirms the truthfulness or accuracy of the information. It should not be considered as investment advice from Webull or anyone else, nor should it be used as the basis of any investment decision.
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