Rob Ragsdale

Head of Institutional Relationships, Raleigh Office

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 he 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.

Education

MBA, Duke University Fuqua School of BusinessBA, Phi Beta Kappa, The University of North Carolina at Chapel Hill

Experience

Franklin Street Partners, Investment AdvisorMcDonald & Co., Investment Banking AssociateFirst Union National Bank, Investment Banking Analys

Professional affiliations & awards

Accredited Investment Fiduciary®CERTIFIED FINANCIAL PLANNER™Wake County Estate Planning Council, Member

Community involvement

Christ Episcopal Church, Vestry & Investment CommitteeThe Lawrenceville School, Alumni Admissions CouncilMarbles Kids Museum, Board of DirectorsPreservation Society of Chapel Hill, Board of TrusteesUNC Lineberger Comprehensive Cancer Center, Board of Visitors

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 conflict-free 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 an unconflicted 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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