Ben Webb, CFA

Head of Private Markets Investment Strategy Team

Partner

Principal

Ben Webb, CFA, is Head of Private Markets on Balentine’s Investment Strategy Team and a Principal of the firm. As Head of Private Markets, he leads the development of Balentine’s private capital platform, overseeing the research, evaluation, and integration of private market investments within client portfolios. His work helps provide clients access to differentiated opportunities beyond public markets while strengthening the firm’s disciplined, research-driven investment process.

Ben works closely with the broader investment team to evaluate opportunities across private equity, private credit, and other alternative investments, helping ensure these strategies complement traditional portfolios and align with Balentine’s long-term investment philosophy.

In addition to his significant contributions on the Investment Strategy Team, Ben contributes to the firm’s leadership and strategic direction as a Principal. In this role, he works alongside other principals and partners to bring new perspectives to the firm’s growth and continued evolution.

Before joining Balentine, Ben worked as an Investment Analyst at Towers Watson, advising institutional clients. Earlier in his career, he served in the United States Navy as a nuclear reactor plant operator and machinist’s mate aboard a submarine, an experience that shaped his disciplined and analytical approach to complex systems.

Ben is a Chartered Financial Analyst® (CFA) Charterholder and is active with CFA Society Atlanta.

Principals
Ben Webb, CFA
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Education

BA, Kennesaw State University

Experience

Director, Investment Strategy Team, Balentine

Towers Watson, Investment Analyst

Woodruff Arts Center, Engineering & Maintenance Supervisor

United States Navy, Machinist’s Mate Nuclear

Professional affiliations & awards

CFA Charterholder

CFA Society Atlanta, Programming Committee

Vistage Emerging Leader Program, Member

Young Southern Capital Forum, Member

Community involvement

Extra Life, Volunteer

Q&A

How and why did you get into this business?

I was in college studying management during the 2008 Financial Crisis. I become fascinated with the capital markets and their interconnectedness; as a result, I immediately changed my major to finance. I was fortunate to land a job in the finance industry right out of college and gained a very wide-angle view of investing.

How does the work you do make a difference?

I try to arm our relationship managers with the best possible information so they can offer clients meaningful insights into our strategies and managers.

What are the big issues that Balentine and companies like it need to solve to truly benefit the parties they serve?

Ensuring the fee that clients pay is well deserved. It is a passion of mine to lower the fee drag from the investors to the capital markets. Businesses like ours need to ensure that we add value over and above our fee.

What was your hardest lesson learned and how did you learn it?

Do not take on more than you can handle. While it still gets reinforced from time to time, I first learned it right out of school, when I thought I could balance much more than I should have.

Where is the most exotic place you have ever been?

I lived in Hawaii for three years during my time with the U.S. Navy, and now everywhere else pales in comparison.

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