Stephanie Lang
Chief Investment Officer at HB Wealth Management LLC
Profile
Stephanie Lang is currently the Director at Peachtree Alternative Strategies Fund, 2017 Real Estate Opportunity Fund LP, 2017 Opportunity Fund LP, Peachtree Real Estate Fund II-A LP, CFA Institute, Atlanta Society of Financial Analysts, Southern Capital Forum, Inc., and HB Wealth Management LLC.
She is also the Chief Investment Officer at HB Wealth Management LLC.
Prior to her current roles, Ms. Lang was the Chief Investment Officer & Principal at Homrich Berg, Inc. starting in 2005.
Ms. Lang has an MBA from Georgia State University and an undergraduate degree from the University of Georgia.
Stephanie Lang active positions
| Companies | Position | Start |
|---|---|---|
2017 Opportunity Fund LP
 2017 Opportunity Fund LP Investment ManagersFinance 2017 Opportunity Fund LP operates as a private equity fund. The company is headquartered in Atlanta, GA. | Director/Board Member | - |
2017 Real Estate Opportunity Fund LP
 2017 Real Estate Opportunity Fund LP Financial ConglomeratesFinance 2017 Real Estate Opportunity Fund LP functions as pooled investment fund. The company is headquartered in Atlanta, GA. | Director/Board Member | - |
Peachtree Alternative Strategies Fund
 Peachtree Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Peachtree Alternative Strategies Fund operates as a non-diversified, closed-end management investment company. It invests substantially all of its assets in private investment vehicles or hedge funds managed by a variety of different investment managers. The Fund’s investment objective is to create a diversified portfolio of hedge fund strategies that generates attractive risk-adjusted returns relative to traditional asset classes and that generates a return stream that is not highly correlated to equity market performance. The company was founded on August 19, 2016 and is headquartered in Cincinnati, OH. | Director/Board Member | - |
Peachtree Real Estate Fund II-A LP
 Peachtree Real Estate Fund II-A LP Financial ConglomeratesFinance Peachtree Real Estate Fund II-A LP provides investment services. The company is headquartered in Atlanta, GA. | Director/Board Member | - |
Homrich Berg, Inc.
 Homrich Berg, Inc. Investment Trusts/Mutual FundsMiscellaneous Homrich Berg, Inc. is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services. The private company is based in Atlanta, GA and has subsidiaries in the United States. The company serves as the leader of the financial team for high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide. The company was founded in 1989 by Andy Berg and David E. Homrich. Andy Berg has been the CEO since 1989. | Chief Investment Officer | 2013-12-31 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
| Atlanta Society of Financial Analysts | Corporate Officer/Principal | - |
Southern Capital Forum, Inc.
 Southern Capital Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Southern Capital Forum, Inc. operates a trade association for private capital investors. The private company is based in Atlanta, GA. The company was founded by John J. Huntz. | Corporate Officer/Principal | - |
HB Wealth Management LLC
 HB Wealth Management LLC Investment ManagersFinance HB Wealth Management LLC provides investment advisory services. The private company is based in Grand Rapids, MI. | Chief Investment Officer | - |
Training of Stephanie Lang
| Georgia State University | Masters Business Admin |
| University of Georgia | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| Atlanta Society of Financial Analysts | |
Southern Capital Forum, Inc.
Southern Capital Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Southern Capital Forum, Inc. operates a trade association for private capital investors. The private company is based in Atlanta, GA. The company was founded by John J. Huntz. | Commercial Services |
Peachtree Alternative Strategies Fund
Peachtree Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Peachtree Alternative Strategies Fund operates as a non-diversified, closed-end management investment company. It invests substantially all of its assets in private investment vehicles or hedge funds managed by a variety of different investment managers. The Fund’s investment objective is to create a diversified portfolio of hedge fund strategies that generates attractive risk-adjusted returns relative to traditional asset classes and that generates a return stream that is not highly correlated to equity market performance. The company was founded on August 19, 2016 and is headquartered in Cincinnati, OH. | Miscellaneous |
2017 Real Estate Opportunity Fund LP
2017 Real Estate Opportunity Fund LP Financial ConglomeratesFinance 2017 Real Estate Opportunity Fund LP functions as pooled investment fund. The company is headquartered in Atlanta, GA. | Finance |
2017 Opportunity Fund LP
2017 Opportunity Fund LP Investment ManagersFinance 2017 Opportunity Fund LP operates as a private equity fund. The company is headquartered in Atlanta, GA. | Finance |
Peachtree Real Estate Fund II-A LP
Peachtree Real Estate Fund II-A LP Financial ConglomeratesFinance Peachtree Real Estate Fund II-A LP provides investment services. The company is headquartered in Atlanta, GA. | Finance |
HB Wealth Management LLC
HB Wealth Management LLC Investment ManagersFinance HB Wealth Management LLC provides investment advisory services. The private company is based in Grand Rapids, MI. | Finance |
Homrich Berg, Inc.
Homrich Berg, Inc. Investment Trusts/Mutual FundsMiscellaneous Homrich Berg, Inc. is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services. The private company is based in Atlanta, GA and has subsidiaries in the United States. The company serves as the leader of the financial team for high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide. The company was founded in 1989 by Andy Berg and David E. Homrich. Andy Berg has been the CEO since 1989. | Miscellaneous |
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