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.

Leadership
Private Capital
Multi-Family Office
Investment Strategy
Institutional Management
Client Service & Relationships
Clear All
Executives
Principals
Partners
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Full name
Job title
Full name
Job title
Full name
Job title
Full name
Job title
Full name
Job title
Full name
Job title
Client Service & Relationships
Investment Strategy
Multi-Family Office
Leadership
Private Capital
Mark Bell, Ph.D.
Head of Business Advisory and Private Capital Multi-Family Office Investment Strategist
Partner
Partner
Client Service & Relationships
Lillis Breland, CTFA
Transition Manager
Partner
Institutional Management
Investment Strategy
Leadership
Private Capital
Adrian Cronje, Ph.D., CFA
Chief Executive Officer
Partner
Partner
Investment Strategy
Rob Dailey
Head Trader
Partner
Client Service & Relationships
Institutional Management
Investment Strategy
Leadership
Private Capital
David Damiani, CFA
Chief Investment Officer and Chief Financial Officer
Partner
Partner
Private Capital
Multi-Family Office
Investment Strategy
Joshua Friedland
Senior Associate Business Advisory and Private Capital
Partner
Multi-Family Office
Client Service & Relationships
Raj Kheraj, CFA
Senior Associate Multi-Family Office
Partner
Institutional Management
Investment Strategy
Leadership
Gabe Lembeck, MBA, CFA
Director Investment Strategy Team
Principal
Partner
Institutional Management
Leadership
Michael E. Pearson
Chief Compliance Officer
Partner
Client Service & Relationships
Multi-Family Office
Leadership
Brittain Prigge, CFA
President and Head of Multi-Family Office
Partner
Partner
Institutional Management
Client Service & Relationships
Ina Toderita
Director Operations
Partner
Investment Strategy
Institutional Management
Susie Wang, CFA, SCR
Director Investment Strategy Team
Partner
Institutional Management
Investment Strategy
Private Capital
Leadership
Ben Webb, CFA®
Director Investment Strategy Team
Principal
Partner
Multi-Family Office
Client Service & Relationships
Savanna Westmoreland
Relationship Associate Multi-Family Office
Partner

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.

Are You Ready To Be a Mentor?

If you're past the high growth stage of your career and considering how to expand your role in your company, mentorship can help you develop future leaders. Learn David Damiani's tips for a successful mentorship relationship in this article for Inc.

Are You Ready for the Expiration of the 2017 Tax Cuts and Jobs Act?

John Maddison shares tips you might use to adjust your estate plan to minimize tax liability in this article for Triangle Business Journal.

How Can Entrepreneurs Eliminate Tax Liability?

In his latest article for Entrepreneur, Mark Bell explains how smart estate tax planning could provide you with a competitive advantage and put an end to the hidden tax liability.