Joanna Irwin Takes Lead as Chief Marketing Officer at Homrich Berg

Joanna Irwin Takes Lead as Chief Marketing Officer at Homrich Berg

Homrich Berg, a prominent registered investment adviser, has announced the appointment of Joanna Irwin as its new Chief Marketing Officer. This strategic move comes as the firm aims to bolster its marketing efforts and continue its trajectory of growth.

Celebrating Leadership Transition

Irwin steps into this vital role, succeeding Bill Bolen, who has effectively served both as CMO and wealth advisor. His return to client service focuses on enhancing the family office's offerings, allowing for a dedicated marketing leader to take charge. Irwin's extensive background is poised to enrich HB's marketing initiatives.

Experience and Vision for the Future

With over 22 years of experience under her belt, Joanna Irwin has a proven track record in the marketing domain. Prior to joining Homrich Berg, Irwin held the position of Global CMO at Randstad, one of the world's largest talent companies. Her grounding in the financial services industry, including a decade-long tenure as CMO of Invesco and a role at Merrill Lynch, uniquely qualifies her to drive the innovative marketing strategies at Homrich Berg.

Building Brand Awareness

In her new role, Irwin is charged with developing and leading a cohesive marketing strategy aimed at strengthening brand awareness. Her vision includes harnessing digital marketing initiatives to foster growth and enhance the firm’s presence across various markets. Irwin's enthusiasm for her role shines through, stating, "I’m energized to be at a people- and client-first company. HB has done an excellent job building a strong reputation and growing organically, and it’s in a prime position for continued growth." This sentiment reflects her dedication to maximizing HB's potential.

Fostering Organic Growth

The leadership team at Homrich Berg is poised for further success with Irwin's expertise. The firm has experienced impressive organic and acquisitive growth in recent years. With Joanna at the helm of marketing strategies, they anticipate bolstering their brand recognition and expanding into new demographics. Thomas Carroll, CEO of Homrich Berg, expressed enthusiasm for Irwin's arrival, emphasizing her well-rounded experience in navigating both traditional and modern marketing landscapes.

Community Engagement

Beyond her professional achievements, Irwin is heavily involved in the Atlanta community. She participates on various boards, including the Metro Atlanta Chamber of Commerce CMO Advisory Board and the Georgia State University Marketing Roundtable, promoting growth and mentorship in her field. Her commitment to contributing positively to the local community aligns with Homrich Berg’s values, further enhancing the firm’s culture.

About Homrich Berg

Founded in 1989, Homrich Berg is a national independent wealth management firm dedicated to providing fiduciary, fee-only investment management, and financial planning services. With over $17 billion in assets under management and more than 3,600 family relationships nationwide, the firm continues to solidify its reputation as a leader in financial advisory services tailored for high-net-worth individuals and families.

Frequently Asked Questions

What is the role of Joanna Irwin at Homrich Berg?

Joanna Irwin serves as the Chief Marketing Officer, focusing on developing the firm's marketing strategy and enhancing brand awareness.

Who did Joanna Irwin replace as CMO?

Irwin replaced Bill Bolen, who was serving in a dual role as CMO and wealth advisor.

How many years of experience does Joanna Irwin have?

She has over 22 years of experience in marketing, particularly in the financial services sector.

What are some of Irwin's previous roles?

Previously, she was the Global CMO for Randstad and held the position of CMO at Invesco.

What services does Homrich Berg provide?

Homrich Berg offers fiduciary, fee-only investment management and financial planning services for high-net-worth individuals, families, and not-for-profits.

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