Abbey Flaum, J.D., LL.M.

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Abbey joined Homrich Berg after 16 years of law practice devoted to estate, gift and charitable planning, probate, trust and estate administration, pre/post-marital planning and business succession planning. As Managing Director – Family Wealth Strategist for Homrich Berg, Abbey applies the company’s holistic approach to each client’s planning, and she provides clients with ongoing, personalized guidance on tax-efficient wealth, business and estate planning strategies.

As a Shareholder in her previous firm, Abbey earned many awards for her work, but she takes the most pride in her ability to uniquely engage with her clients, listen to and empathize with their individual needs, and translate discussions into a meaningful plan that is representative of her clients’ personal wishes, family and tax-oriented goals and best interests.

Abbey enjoys educating others about topics relevant to their lives, and both writes and lectures on a variety of topics, including estate and tax planning, philanthropy, complex gift planning structures, planning for the newly single individual, planning for aging and longevity, planning for modern family structures and the interplay of family law and estate planning.

A native New Yorker, Abbey holds a Bachelor of Arts, Summa Cum Laude, from Arizona State University, a Juris Doctorate (J.D.) from the University of Miami School of Law, and a Masters of Law (LL.M.) in Taxation, with honors, from the University of Alabama School of Law. Abbey is a member of the American, Georgia and Atlanta Bar Associations. She is also a member of the Atlanta Estate Planning Council, for which she served as a Board Member, chairs the Children’s Healthcare of Atlanta Legacy Advisor Council, co-chairs the Advisory Council for Jewish Home Life Communities, and serves on the Planned Giving Committee for Pace Academy and on the Board of the Jewish Federation of Greater Atlanta.

Abbey lives in Buckhead with her son, Jack, daughter, Ryan, and love of her life, Matt.

Isaac Bradley, J.D., CPA

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Isaac Bradley is the Director of Financial Planning at Homrich Berg. He uses his breadth of knowledge to work closely with HB client service teams on retirement, estate, insurance, tax, business transition, and charitable planning issues. He is responsible for creating scalable resources for advisors, ensuring they have access to the latest relevant information, and implementing consistent planning processes.

Prior to joining Homrich Berg, Isaac was a Senior Wealth Planning Strategist with Wells Fargo in their Atlanta office where he worked with clients to develop plans and implement solutions based on a thorough understanding of their personal goals and objectives. Prior to working at Wells Fargo, he was an attorney at Lynch & Eatman, LLP for eight years, practicing in the areas of estate planning, tax, general business, and commercial real estate. Prior to working at Lynch & Eatman, LLP, Isaac was an accountant with KPMG, LLP. He has been in the financial services industry for more than 15 years.

Isaac earned a Bachelor of Arts degree in Mathematics and English from Brevard College, and a Juris Doctor and Master of Accounting from The University of North Carolina. He is a past Chair and active member of the NCBA Tax Section (2009 – present), and also holds the Certified Public Accountant designation.

Isaac and his wife Lucy have two children, Wren and Woods. He enjoys spending time outside with his family and stays in shape trying to keep up with his kids.

Sarah Hipp Hauptman

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Sarah Hauptman is a Director of Real Estate at Homrich Berg.  Most recently, she was Senior Vice President at Iron Tree Capital Partners in Atlanta, GA, where she managed a portfolio of industrial properties and worked on new business initiatives.  Prior to that, she was a Vice President in Banner Oak Capital Partners in Dallas, TX, where she oversaw the expansion of investments with new operating partners across all commercial real estate asset classes.  Previously, Sarah was Director of Investment Management at Compatriot Capital, focusing on originating and managing investments in best-in-class real estate operating companies.  Earlier in her career, she worked at E2M Partners, a real estate fund manager that provided JV limited partner equity for single asset investments. She is a member of the Urban Land Institute and CREW Atlanta.

Sarah graduated Summa Cum Laude with a B.A. from Georgetown University with a major in both Economics and Mathematics.

Brandon Downs, CFP®

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Brandon has served in an advisory capacity to high-net-worth families, corporate executives, and business owners since the early 2000’s. Brandon’s expertise is focused on financial planning, investment management and investment implementation. Brandon received his Bachelor of Science in Business Administration with an Economics concentration from the University of Richmond, completed the Executive Program for Financial Planning from the University of Georgia, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Brandon started his career in banking in the small town of Jackson, Wyoming. He worked closely with senior lenders which led to his role as an analyst for the real estate lending team at Jackson State Bank & Trust. After nearly three years in Wyoming, he moved back to Atlanta where he grew up to work as an Associate then Advisor within SunTrust’s Private Wealth Management. Brandon and fellow Homrich Berg Principal, Eric Toole, then started their own RIA, Harbor Wealth Advisors, in 2011. They quickly grew Harbor Wealth which led them to merge with Oakbridge Partners in 2015. The team at Oakbridge joined Homrich Berg in 2022.

Brandon currently serves on the Board of Advisors for Holy Innocents Episcopal School. His previous board experiences include the Board of Trustees for Holy Innocents’ Episcopal School, Horizons National, and Horizons Atlanta at Holy Innocents. The Horizons program is a public school-private school partnership designed to help eliminate the summer achievement gap for children from low-income households.

Brandon is an avid fly fisherman who enjoys chasing freshwater and saltwater fish in countries around the world. He also enjoys travelling with his family, playing golf, and seeing live music.
Brandon and his wife, Lindsey, live in Sandy Springs with their two children.

Eric Toole, CFP®

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Eric’s expertise is primarily centered on financial and estate planning and investment management. He has served in an advisory capacity to high net worth executives and business owners for more than 20 years. He has served as a part-time instructor at Georgia State University, teaching Personal Financial Planning to undergraduate and graduate level students. Eric is a member of the Atlanta Estate Planning Council.

Eric received his Bachelor’s of Business degree in Finance from the University of Georgia, a MBA in Personal Financial Planning from Georgia State University, and is a CERTIFIED FINANCIAL PLANNER™ professional.

He and his wife, Claire, live in Decatur, Georgia with their three children.

Jennifer I. Storey, CFP®

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Jennifer joined Homrich Berg in 2022 after working with Oakbridge Partners since 2000. She began her career in the financial services industry in 1998, when she joined Morgan Stanley as a Financial Advisor. She is a graduate of the University of Central Florida’s School of Business with a Bachelor’s degree in Finance and has a Certificate in Financial Planning from Florida State University. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2004. Jennifer’s expertise is focused on Financial, Tax and Estate Planning as well as Investment Management. In addition to managing client’s portfolios, she also oversees many of the Financial, Tax, Income and Estate Planning needs of the firm’s clients and is active on the firm’s investment committee.

She grew up in Palm Beach, FL and enjoys spending time with her family and friends as well as volunteering for a number of organizations.

Adam Shealy, CFA

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Adam joined Homrich Berg in June 2015 and is currently a Director within the Investment department managing the trading and portfolio management for individual bond strategies, as well as research and due diligence for external fixed income managers.

Adam earned his MBA in Global Business from Georgia Tech and is a member of the CFA Institute. Prior to joining HB, he worked as a Platinum Executive Services Specialist with E*Trade Securities.

Adam lives in East Cobb with his wife Christine, two kids Graham and Sutton, and he enjoys golf and powerlifting in his spare time.

John Champagne, CPA

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John joined Homrich Berg in 2017 after having served in a part-time capacity during 2016.  He works with the Investment Department and Family Office services on matters pertaining to alternative investments.  Prior to joining Homrich Berg, he served for over six years as COO/CCO for an Atlanta family office management firm where, among other duties, he had oversight responsibility for alternative investment fund of funds created for the client families.

His career began as a CPA with Peat, Marwick, Mitchell & Co. (KPMG) where he managed audit accounts, both public and private, in real estate, transportation, agri-business, hospitality and manufacturing.  Thereafter, he served as CFO for several privately-held real estate development companies in Atlanta, GA and Hilton Head, SC in the multifamily, resort and commercial office sectors.  His work experience has also included financial consulting projects with a DOD footwear manufacturer, a design/distribution footwear company, several hotel entities, RTC workouts, residential bridge lender and a publicly-traded communications company.  These engagements were all multi-faceted and typically involved financing, accounting and reporting improvements.

He, along with his wife, Marcia, and other partners, started up a commercial travel business which they successfully sold 10 years later.  John and his wife also acquired and operated a wholesale food distribution business for over five years, exiting that through sale and liquidation.

John is a graduate of Lehigh University with a B.S. in Business Administration in Accounting and later obtained his CPA license.  He also served in the U.S. Army in Vietnam.  He and his wife have been involved in community, church and school activities and live in Atlanta where their two married children, John and Margaret, and four grandchildren reside as well. They are inveterate travelers, enjoy golf, reading, food and wine.

Ford Donohue, CFA

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Ford joined Homrich Berg in 2014 and currently leads our research and due diligence efforts in both hedge funds and equities.

Ford is the President and a Portfolio Manager of the Peachtree Alternative Strategies Fund, a fund of hedge funds originally created internally for HB clients who do not pay additional fees to utilize the Fund. In his role as President, Ford is in charge of managing the day to day operations of the Fund. In his role as Portfolio Manager, he leads the effort to source new investment ideas and leads the due diligence efforts on potential and existing portfolio investments. He has extensive experience in analyzing the various hedge fund strategies in which we invest including equity long/short, credit, macro, structured credit, and multi-strategy funds, among others.

In addition to managing hedge fund investments, Ford leads research and due diligence of both domestic and international equities. Ford covers both ETF and mutual fund investments in addition to managing a single stock portfolio. He is also extensively involved in the development of the firm’s long-term strategic portfolio construction and risk management process.

Ford began his career at Citigroup Global Markets with experience on both equity derivatives and fixed income markets. He earned a Bachelor of Business Administration in Finance and a Bachelor of Science in Mathematics from the University of Georgia. He is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Ross Bramwell, CFA

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Ross joined Homrich Berg in 2013. He has 20 years of experience across the accounting, financial services, and investment industries. Currently, he serves as a member of the Homrich Berg Investment Committee and manages the firm’s real estate platform. Ross leads the due diligence efforts within real estate which covers commercial real estate, such as multifamily, office, industrial, retail, among others, as well as residential. He also takes the lead on client communications and presentations that focus on the economy and markets. He often participates in client meetings to discuss investment allocations, the markets, and private alternatives.

Prior to Homrich Berg, he served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments including real estate, hedge funds, managed futures, and private equity before he joined Homrich Berg. Ross started his career as an external auditor with Deloitte. He also served as controller for a software company and worked in the internal audit department at ChoicePoint, Inc., where he focused on financial and operational audits and acquisition due diligence.

Ross earned his bachelor’s degree and master’s in accounting from Brigham Young University. Ross lives in Cumming with his wife and four children and enjoys coaching his kids’ sports teams.

Stephanie Lang, CFA

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Stephanie joined Homrich Berg in 2005 and was named Chief Investment Officer in 2014. Stephanie oversees a team of professionals within the Investment Department of HB and is responsible for all investment matters including asset allocation, the selection and monitoring of traditional and alternative investments, as well as the research efforts for HB’s internal private fund-of funds. She also chairs the firm’s Investment Committee.

Stephanie has more than 25 years’ experience in the investment industry. Prior to Homrich Berg, Stephanie was a portfolio manager for Bank of America’s private bank. While at Bank of America, she managed assets for individual and family trusts, charitable trusts, and foundation and retirement accounts. Prior to Bank of America, Stephanie was in equity research with Robinson Humphrey, where she covered technology and media companies.

During her career Stephanie has often been a resource for the media covering the world of finance and investments, including being quoted in publications such as Financial Advisor, Citywire, and The Wall Street Journal. Stephanie has also served on numerous panels at industry conferences and has been a repeat guest on CNBC.

Stephanie earned a master’s in business administration from Georgia State University and a bachelor’s degree in finance from the University of Georgia. Stephanie is a member of the CFA Institute, CFA Society Atlanta , and the Southern Capital Forum. Stephanie is also a member of the RIA Advisory Board for JP Morgan and iCapital. Stephanie is also active in the community serving on the Investment Committee for two local non-profit organizations, Mercy Care and Community Foundation for Greater Atlanta.

Stephanie lives in Dunwoody with her husband Chris and two daughters.

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