EPISODE · Aug 27, 2024 · 22 MIN
Long Term Thinking With Jonathan Farr, CFA and Private Markets Director at Homrich Berg $17B in AUM
from Smart Money Circle · host Adam Sarhan
Long Term Thinking & Diversification With Jonathan Farr, CFA and Private Markets Director at Homrich Berg ($17B in AUM) Guest: Jonathan Farr, CFA and Private Markets Director at Homrich Berg $17B in AUM Website: https://HomrichBerg.com/ Bio: Jonathan Farr, CFA and Private Markets Director at Homrich Berg ($17B in AUM), an independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services. He leads the diligence efforts for private equity and private credit opportunities for high-net-worth clients, families, and not-for-profits.
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Long Term Thinking & Diversification With Jonathan Farr, CFA and Private Markets Director at Homrich Berg ($17B in AUM) Guest: Jonathan Farr, CFA and Private Markets Director at Homrich Berg $17B in AUM Website: https://HomrichBerg.com/ Bio: Jonathan Farr, CFA and Private Markets Director at Homrich Berg ($17B in AUM), an independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services. He leads the diligence efforts for private equity and private credit opportunities for high-net-worth clients, families, and not-for-profits.
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Long Term Thinking With Jonathan Farr, CFA and Private Markets Director at Homrich Berg $17B in AUM
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