Kacy Howard, CPA, CTFA

Manager Multi-Family Office



Kacy Howard is Balentine's Multi-Family Office Manager. In this role, Kacy focuses on enhancements to simplify complexities for family office clients. She has more than 10 years of industry experience, during which time she's cultivated a fresh perspective on today's digital tools and their ability to improve the client and advisor experience.

Kacy is a graduate of Tulane University in New Orleans, LA, where she earned a B.S. in Management Consulting and a Master of Accounting from the Freeman School of Business. In her downtime, she enjoys traveling, spending time with her husband and two daughters, and playing racquet sports.


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Bachelor of Science in Management Consulting (Cum Laude), Tulane University

Master of Accounting (Cum Laude), Tulane University


Truist Bank, Senior Vice President, Head of Digital Investing Products
SunTrust Bank, Vice President, Wealth Planning Consultant
Grant Thornton LLP, Audit Associate

Professional affiliations & awards

Certified Public Accountant (CPA)

Certified Truist and Fiduciary Advisor (CTFA)

FINRA Licenses - SIE, Series 7, 66 and 24

Community involvement

A+ Squash, Board Member

Piedmont Driving Club, Member

First Presbyterian Church of Atlanta, Member

Atlanta Children’s Shelter, Young Professionals Advisory Committee (past)

Southeastern Squash Racquets Association, Treasurer (past)


What inspires you to come to work each day?

I am extraordinarily competitive. I played team sports growing up, and I still enjoy playing team sports today. I am inspired each day by working towards a goal with teammates that I trust in order to make a difference for clients and the greater community. And if we can do that, we are winning!

Why did you choose to come to Balentine?

The three main reasons I joined Balentine are simple: the talented people and leaders, the rewarding and fulfilling work that we do each day, and the potential for exponential personal and professional growth.

What do you like to do in your downtime away from work?

I love to be active and play just about any sport: tennis, squash, pickleball and golf to name a few. I also love spending quality time with family and friends, especially my husband and two young daughters. Outside of that, I am a big fan of traveling, cooking, and anything related to the New Orleans Saints.

Who were your heroes growing up?

My parents. My dad passed away suddenly in 2019 but he was a real-life superhero in all the ways that matter - he was genuine, kind, inclusive, generous, and full of joy. He was also an incredible athlete, a dedicated friend, and the best teacher. My mom does everything for my family without looking for any credit, and she is a great athlete herself!

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