Rob Ragsdale, CFP®, AIF® is a partner at Balentine and the Head of Institutional Relationships. Rob founded Balentine’s North Carolina office in 2012, and continues to lead our practice there. He is also a member of the firm’s Investment Strategy Team. A CERTIFIED FINANCIAL PLANNER™ professional, a GAA Manager and an Accredited Investment Fiduciary® designee, Rob brings a wealth of financial, compliance, and tax knowledge to Balentine 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.