Family Office
HomeBase
HomeBase is a multi-family office platform that provides family office services independent of investment management. The firm is in Philadelphia and is led by five personnel. HomeBase is an ancillary business of Cozen O’Connor PC (“Cozen”).
Headquarters
Philadelphia, Pennsylvania
Website
www.homebasefamilyoffice.comDecision-makers
Tonya Johnson
Client Relationship Manager
Melissa Grossman
Co-Chair, Private Client, Trusts and Estates
Alexia Fishman
Vice Chair, Private Client, Trusts and Estates
Donna Jensen
Client Relationship Manager
Helene Jaron
CEO
Emily Brownback
Client Onboarding Project Manager
Brian Gillam
COO - Ancillary Business Units
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