Senior Executive Assistant, Multi-Family Office
Angie Callesis is the Senior Executive Assistant for the President and the Multi-Family Office Team. Angie brings over 15 years of experience as an executive assistant and office manager to this role. For the last five years, she supported the Vice Presidents of Data & Analytics, Digital Learning, and Academic Affairs at the University of North Carolina at Chapel Hill. She also served as Interim Director of Digital Learning, planning and executing UNC’s annual digital learning symposium. Angie earned a BS in Business Administration from Southern New Hampshire University.
Southern New Hampshire University, BS - Business Administration
Marriott International - 5 yrs - Various positions
Adelphia Communications - 18 years - Administrative Assistant II
University of Miami - 10 years - Administrator/Business Manager
University of North Carolina - 5 years - Executive Assistant
American Society of Administrative Professionals
UNC sponsored events and Habitat for Humanity
Question 1: Why did you choose to work for Balentine?
It was an excellent opportunitywith a company that excels in excellent service to its clients and employees.
Question 2: What was your biggest missed opportunity?
Not finishing college earlier.
Question 3: Who were your heroes growing upand how did that influence your life and career?
My hero growing up was my father. He worked seven days a week, no vacations or sick days and never complained. He taught me by example that a strong work ethic is important, and no matter what, if you get knocked down keep getting up! He influences me everyday in both my personal and professional life.
Question 4: What keeps you up at night?
Worrying about my children.
Question 5: What do you like to do in your down time away from work?
I like to read, do reformer Pilates, watch movies, go to the theatre, and travel.
Read recent posts from
Learn more about
perspective on the market, Balentine, and more.
Browse our collection of resources from trusted thought leaders.
Balentine experts offer their authentic take on the latest financial topics, including more information about protecting your family’s future.