Frank Butterfield

Frank Butterfield is a Principal at Homrich Berg in Atlanta, Georgia, where he has played a significant leadership role since joining the firm in 1993. In his current capacity, he oversees wealth management advisory services for clients, focusing on financial planning, portfolio management, and tailored investment strategies suited for high net worth individuals, families, and institutional clients. Butterfield is actively involved in the management and advisory of various asset classes including private equity, real estate, debt, natural resources, and alternative investments, having helped shape the firm's offering in private investment funds and hedge fund strategies.

Frank brings over four decades of experience in finance and taxation, previously serving as Senior Tax Manager at KPMG US from 1987 to 1993, where he specialized in tax advisory for complex client needs. His investment expertise covers alternative investments, estate and tax planning, and multi-asset portfolio construction, making him a trusted resource for sophisticated financial planning.

Butterfield holds a Bachelor of Science in Business Administration with a concentration in Accounting from the University of North Carolina at Chapel Hill and is credentialed as a CPA, PFS, CFP®, and CFA. He is recognized for his contributions to Homrich Berg's growth, his integral role in developing its private funds platform, and his status as a respected financial planner and shareholder in the firm.