John Willoughby

John Willoughby, CFA, is a Principal at Homrich Berg, based in Tampa, FL, where he joined the firm's Family Office division in September 2024. In his current role, he is responsible for portfolio construction and investment management for a select group of ultra-high-net-worth client families, developing customized solutions leveraging public and private equity, fixed income, and alternative investment vehicles in an open-architecture platform.

With over 30 years of investment management experience, John has held senior positions including Senior Vice President and Senior Investment Manager at Truist Wealth, where he managed approximately $1.2 billion in client assets, and Senior Portfolio Manager at Key Private Bank. Notably, he also served on Key Private Bank’s Investment Strategy Committee, which directed asset allocation and market outlook strategies for the bank’s advisory teams nationwide.

John holds a Bachelor of Science in Finance from Auburn University and has maintained the Chartered Financial Analyst (CFA) designation since 2001. His expertise encompasses multi-asset portfolio management, family office solutions, and alternative investments, with a particular focus on meeting the unique financial and estate planning needs of high-net-worth families.