Joanna Irwin Appointed Chief Marketing Officer at Homrich Berg
Homrich Berg, a leading registered investment adviser, has officially named Joanna Irwin as its new Chief Marketing Officer. This strategic appointment is part of the firm's efforts to enhance its marketing capabilities and sustain its growth trajectory.
Welcoming a New Leader
Irwin takes on this crucial position, succeeding Bill Bolen, who has adeptly handled the roles of both CMO and wealth advisor. Bolen's return to client services will concentrate on improving the family office's offerings, paving the way for a dedicated marketing leader like Irwin to take the reins. Her vast experience is expected to significantly enhance HB's marketing initiatives.
Extensive Experience and Future Vision
Joanna Irwin brings over 22 years of marketing experience to her new role. Before joining Homrich Berg, she served as the Global CMO at Randstad, one of the largest talent companies worldwide. Her strong background in the financial services sector, which includes a decade as CMO at Invesco and a position at Merrill Lynch, uniquely positions her to lead innovative marketing strategies at Homrich Berg.
Enhancing Brand Recognition
In her new capacity, Irwin is responsible for crafting and implementing a unified marketing strategy designed to boost brand recognition. Her vision encompasses leveraging digital marketing initiatives to drive growth and elevate the firm’s visibility across diverse markets. Irwin expressed her excitement for the role, 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 reflects her commitment to unlocking HB's full potential.
Driving Organic Growth
With Irwin's expertise, the leadership team at Homrich Berg is well-positioned for continued success. The firm has seen remarkable organic and acquisitive growth in recent years. With Joanna steering the marketing strategies, they expect to enhance their brand recognition and reach new demographics. Thomas Carroll, CEO of Homrich Berg, shared his enthusiasm for Irwin's arrival, highlighting her comprehensive experience in both traditional and modern marketing realms.
Engaging with the Community
In addition to her professional accomplishments, Irwin is actively engaged in the Atlanta community. She serves on several boards, including the Metro Atlanta Chamber of Commerce CMO Advisory Board and the Georgia State University Marketing Roundtable, where she promotes growth and mentorship in her field. Her dedication to positively impacting the local community aligns with Homrich Berg’s values, further enriching the firm’s culture.
About Homrich Berg
Founded in 1989, Homrich Berg is a national independent wealth management firm committed 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 across the country, the firm continues to strengthen 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.
