Gabe Lembeck

Portfolio Manager-Equities at

HB Weath Management LLC (GA)

Finance

Consumer Services

Retail Trade

Profile

Mr. Gabriel Lembeck, CFA MBA, is a Director of Portfolio Management at HB Wealth Management LLC (GA).
Prior to joining HB Wealth, Mr. Lembeck was a Principal and Director of Research at Balentine, where he led public markets research, developed quantitative allocation models, and worked closely with institutional and high-net-worth clients on portfolio strategy and capital markets insights.
Earlier in his career he was an equity research associate at BMO Capital Markets.
He earned his BA in Mathematics at the University of Georgia and went on to receive his MBA from the Stern School of Business at NYU in Quantitative Finance.

Gabe Lembeck active positions

Companies	Position	Start
HB Weath Management LLC (GA) HB Weath Management LLC (GA) Investment ManagersFinance HB combines their core principles of investment management with a personalized approach to portfolio construction to target superior risk-adjusted returns aligned with clients' family goals. The firm considers the client's specific goals, risk tolerance, and capital market outlook when directing assets to investments.	Portfolio Manager-Equities	01/03/2026

All active positions of Gabe Lembeck

Former positions of Gabe Lembeck

Companies	Position	End
Balentine LLC Balentine LLC Investment ManagersFinance Balentine aims to provide objective counsel and to protect and grow clients’ wealth. The firm takes a holistic and risk-based approach to asset categorization. They use both active and passive solutions to implement its investment advice. Working with each client, Balentine seeks to determine an appropriate allocation of the client’s invested assets among different asset classes, and in turn may select one or more third-party money managers or index funds which specialize in each of those asset classes.	Director of Research - Equity	01/02/2026
BMO Capital Markets Corp. BMO Capital Markets Corp. Investment ManagersFinance BMOCMC serves as a sub-advisor to their affiliate BMO Asset Management, Inc. (BMOAM) in connection with the portfolio of the BMO US Equity Plus Fund. The fund seeks to provide long-term capital growth by investing primarily in equity securities of US and Canadian large-cap companies. The firm makes investment decisions based upon fundamental opinions and investment strategy quantitative analysis.	Corporate Officer/Principal	01/11/2014
THE HOME DEPOT, INC.	Corporate Officer/Principal	-
Meridian Capital Group LLC Meridian Capital Group LLC Finance/Rental/LeasingFinance Provides mortgage brokerage services	Corporate Officer/Principal	-
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Linked companies

Private companies	8
The Home Depot, Inc. The Home Depot, Inc. Home Improvement ChainsRetail Trade Retails building materials, décor and hardware	Retail Trade
BMO Capital Markets Corp. BMO Capital Markets Corp. Investment ManagersFinance BMOCMC serves as a sub-advisor to their affiliate BMO Asset Management, Inc. (BMOAM) in connection with the portfolio of the BMO US Equity Plus Fund. The fund seeks to provide long-term capital growth by investing primarily in equity securities of US and Canadian large-cap companies. The firm makes investment decisions based upon fundamental opinions and investment strategy quantitative analysis.	Finance
Meridian Capital Group LLC Meridian Capital Group LLC Finance/Rental/LeasingFinance Provides mortgage brokerage services	Finance
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Georgia University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Balentine LLC Balentine LLC Investment ManagersFinance Balentine aims to provide objective counsel and to protect and grow clients’ wealth. The firm takes a holistic and risk-based approach to asset categorization. They use both active and passive solutions to implement its investment advice. Working with each client, Balentine seeks to determine an appropriate allocation of the client’s invested assets among different asset classes, and in turn may select one or more third-party money managers or index funds which specialize in each of those asset classes.	Finance
HB Weath Management LLC (GA) HB Weath Management LLC (GA) Investment ManagersFinance HB combines their core principles of investment management with a personalized approach to portfolio construction to target superior risk-adjusted returns aligned with clients' family goals. The firm considers the client's specific goals, risk tolerance, and capital market outlook when directing assets to investments.	Finance