Rob Ragsdale, CFP®, AIF®

Head of Institutional Relationships and Raleigh Wealth Management

Partner

Principal

Rob Ragsdale, CFP®, AIF® is Head of Institutional Relationships and Raleigh Wealth Management. He founded Balentine’s North Carolina office in 2012 and continues to lead its practice there. He is also a member of the firm’s Investment Strategy Team. In 2023, Rob was recognized as a Triangle Business Journal Corporate Leadership Award winner. A CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary® designee, Rob brings a wealth of financial, compliance, and tax knowledge to individuals, families, and institutional clients.

Before joining Balentine, Rob was a relationship manager at Franklin Street Partners in Chapel Hill, NC, serving as an investment advisor to both private and institutional clients. His tenure in the investment industry spans nearly two decades, managing relationships throughout the United States and overseas. Rob earned a B.A. from the University of North Carolina at Chapel Hill (Phi Beta Kappa) and an M.B.A from Duke University.

Partners
Rob Ragsdale, CFP®, AIF®
Triangle Business Journal
Corporate Leadership Award
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Education

MBA, Duke University Fuqua School of Business

BA, Phi Beta Kappa, The University of North Carolina at Chapel Hill

Experience

Franklin Street Partners, Investment Advisor

McDonald & Co., Investment Banking Associate

First Union National Bank, Investment Banking Analyst

Professional affiliations & awards

Accredited Investment Fiduciary®

CERTIFIED FINANCIAL PLANNER™

Wake County Estate Planning Council, Member

Triangle Business Journal, Corporate Leadership Award (2023)

Community involvement

Christ Episcopal Church, Vestry & Investment Committee

The Lawrenceville School, Alumni Admissions Council

Marbles Kids Museum, Board of Directors

Preservation Society of Chapel Hill, Board of Trustees

UNC Lineberger Comprehensive Cancer Center, Board of Visitors

Advocacy Trust, Board of Managers

Q&A

Why did you choose to come to work at Balentine?

I joined Balentine a year after the firm opened its doors. I was attracted to the people, the unique business model, and the opportunity to really make a difference in this market.

What do you think makes Balentine different from other wealth management organizations?

We have a unique combination of a deep team with a business model that has a track record of outperformance at attractive costs with world-class client service.

How does the work you do make a difference?

My goal is to enable clients to focus on their highest and best use of time—whether it be running a company, disbursing grants, or spending time with family.

What is it that you do at Balentine that gives you the most personal satisfaction?

Walking out of a client meeting knowing that I have really made a difference.

What is your favorite sport or activity?Why?

I follow college sports, football and basketball, in particular. I have run over a dozen marathons, enjoy playing high handicap golf, and try to coach my kids’ sports as I am able. I enjoy hunting and fishing, as well, but I don’t do as much of that as I would like in my suburban existence.

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