Joseph Fahey, CFA

Consultant and Senior Family Business Advisor



Joseph "Joe" Fahey, CFA is a Consultant and Senior Family Business Advisor at Balentine. In this role, he helps business owners think through what’s next for their business — whether it’s to keep it or to sell it — by identifying options, walking through each one with them, and then assisting with execution. Joe has worked in the financial industry for almost four decades, spending most of his career at Wells Fargo Bank and PNC Bank before opening a private consulting firm in 2021. Over the years, he has honed his expertise in business advisory services and succession planning by focusing his work exclusively on privately held and family-controlled businesses and high net worth families. Joe earned his CFA designation in 1989. He holds a B.S. in Finance from The University of Maryland and an MBA in Finance from The George Washington University.

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Joseph Fahey, CFA
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BS, University of Maryland (Finance)

MBA, George Washington University (Finance)


Wells Fargo

PNC Bank

Professional affiliations & awards

CFA Charterholder  

Community involvement
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Private capital
Global economy and markets
Business advisory