Wealth opens doors.
Our team’s wealth of perspective
guides you through.

“Our experience with Balentine has been extraordinary and exceeded all expectations. We feel fully supported and have the highest level of trust and regard for our Relationship Manager and the team. We feel a genuine and profound connection to the individuals and leadership at Balentine.”
‍- Current Balentine Client

_{Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.}

We believe in the power of collaboration.

At Balentine, we view ourselves as an extension of the families with whom we work. We don’t just do business — we build long-term advisory connections based on trust, expertise, sincerity, and impact. Quite simply, we offer a wealth of perspective.

‍

We’ve assembled an exceptional team that values relationships as well as results. And with 80% of management having worked together for more than a dozen years, our experience and diversity is an advantage as we conceive new ideas and ultimately work to benefit you.

‍

“The entire staff at Balentine is available, friendly, willing, and hands-on to address any questions or issues that may arise. The sound advice that I have received has been invaluable.”
‍- Current Balentine Client

_{Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.}

Meet the heart and soul of Balentine.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Robert Balentine

Emily Balentine Barbour, CFP®

Head of Client Experience

Mark Bell, Ph.D.

Head of Business Advisory and Private Capital Multi-Family Office Investment Strategist

Mike Binnicker, CFP®

Senior Relationship Manager Atlanta Wealth

Reid Brannock, CFP®, CEPA®

Associate Relationship Manager Raleigh Wealth

Lillis Breland, CTFA

Transition Manager

Sophie Burkhardt

Office Coordinator and Administrative Associate Raleigh Office

Christina Callesis, MSHRM

Director, Human Resources

Administrative Associate Atlanta Wealth

Relationship Associate Raleigh Wealth

Senior Relationship Associate Multi-Family Office Team Lead

Adrian Cronje, Ph.D., CFA

Chief Executive Officer

Jenn Cunningham

Executive Assistant

David Damiani, CFA

Chief Investment Officer and Chief Financial Officer

Jennifer Dangar

Chief Operating Officer

Clifton Dortch, Jr, J.D., LL.M.

Relationship Manager Atlanta Wealth

Relationship Associate Atlanta Wealth

Joseph Fahey, CFA

Consultant and Senior Family Business Advisor

Office Coordinator and Administrative Associate Raleigh Office

Meredith Fenwick

Senior Marketing Associate, Content Specialist

Information Technology Manager

Jennifer Friberg, CFA

Portfolio Analyst Atlanta Wealth

Joshua Friedland

Senior Associate Business Advisory and Private Capital

Associate Investment Strategy Team

Portfolio Analyst Atlanta Wealth

Kacy Howard, CPA, CTFA

Manager Multi-Family Office

Mike Imber, CPA, CFP®, CTFA, AEP®, CEPA, CFT-I®

Wealth Strategist Multi-Family Office

Katie Kellogg, aPHR

Human Resources Generalist

Raj Kheraj, CFA

Associate Multi-Family Office

Gabe Lembeck, MBA, CFA

Director Investment Strategy Team

Office Coordinator and Administrative Associate, Atlanta Office

John Maddison, CFA, CFP®

Head of Financial Planning

Bradley Martin, CPWA®

Head of Atlanta Wealth Management

Danielle Maurice, MBA

Relationship Associate Raleigh Office

Senior Relationship Associate Atlanta Wealth Team Lead

Jennifer Pcholinsky, CFP®, AEP®, CEPA®

Senior Associate Relationship Manager Raleigh Wealth

Michael E. Pearson

Chief Compliance Officer

Executive Assistant, Investment Strategy Team

Brittain Prigge, CFA

President and Head of Multi-Family Office

Rob Ragsdale, CFP®, AIF®

Head of Institutional Relationships and Raleigh Wealth Management

Relationship Manager Raleigh Wealth

Mallorie Reynolds, CPA

Director, Accounting and Finance

Senior New Accounts Specialist

Sara Rydman Baker

Relationship Analyst Atlanta Wealth

Kathryn Sandoval, CFP®, CTFA

Financial Planning Manager

Maggie Sims, CTFA, CFP®

Relationship Manager Atlanta Wealth

Senior Relationship Associate Raleigh Team Lead

Executive Project Manager

Liz Thomas, CFP®

Head of Marketing

Administrative Associate Multi-Family Office

Director Operations

Andrea Walker, CFP®, RICP®

Client Service Manager

Senior Reporting Analyst

Susie Wang, CFA, SCR

Director Investment Strategy Team

Ben Webb, CFA®

Director Investment Strategy Team

Savanna Westmoreland

Relationship Associate Multi-Family Office

Browse our collection of resources for trustees and consultants.

For trustees juggling many fiduciary responsibilities, there’s a myriad of news and information to constantly unpack. As a plan consultant, you’re likely trying to make that burden a little lighter. Delve deeper into these topics our clients frequently mention, with insights from our knowledgeable Balentine team.

View more insights

Addressing Election Anxiety

Key Insights for Long-Term Investors

Will the Momentum Continue?

On the heels of a 10%+ rally in stocks in the first quarter of the year, Adrian Cronje, Ph.D., CFA discusses whether market strength will last - and how Balentine's private and public market strategies have fared in this environment.

How Can You Finance Your Business?

Mark Bell, Ph.D. shares strategies for entrepreneurs to approach business financing following the “Fed Pivot."

Read the Article

Atlanta:

3344 Peachtree Road, NE
Suite 2200
Atlanta, GA 30326

‍

Phone (404) 537-4800
Fax (404) 537-4848

Raleigh:

301 Hillsborough Street
Suite 920
Raleigh, NC 27603

‍

Phone (984) 355-5200

Planning Legacy Family Office Investments Business Advisory Institutional

Client Portal Press Careers Insights Schedule a meeting For Vistage/YPO