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

Meet the heart and soul of Balentine.

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.

Leadership
Client Service & Relationships
Institutional
Investment Strategy
Multi-Family Office
Private Capital
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Client Service & Relationships
Emily Barbour
Head of Client Experience
Client Service & Relationships
Investment Strategy
Multi-Family Office
Leadership
Private Capital
Mark Bell
Partner and Head of Family Office Services and Private Capital
Client Service & Relationships
Mike Binnicker
Senior Relationship Manager
Client Service & Relationships
Institutional
Reid Brannock
Associate Relationship Manager
Client Service & Relationships
Lillis Breland
Transition Manager
Client Service & Relationships
Maria Core
Relationship Associate
Multi-Family Office
Client Service & Relationships
Emily Cornell
Multi-Family Office Relationship Associate
Institutional
Investment Strategy
Leadership
Private Capital
Adrian Cronje
Chief Executive Officer
Investment Strategy
Rob Dailey
Head Trader
Client Service & Relationships
Institutional
Investment Strategy
Leadership
Private Capital
David Damiani
Chief Investment Officer
Client Service & Relationships
Clifton Dortch
Relationship Manager
Multi-Family Office
Client Service & Relationships
Sterling Eaton
Multi-Family Office Relationship Associate
Client Service & Relationships
Kaitlyn Farley
Administrative Associate
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Andre Forbes
IT Manager
Client Service & Relationships
Jennifer Friberg
Portfolio Analyst
Private Capital
Multi-Family Office
Investment Strategy
Joshua Friedland
Multi-Family Office Associate
Institutional
Investment Strategy
Gabe Lembeck
Director of Research
Client Service & Relationships
Leadership
John Maddison
Partner and Head of Financial Planning
Client Service & Relationships
Leadership
Bradley Martin
Partner and Head of Atlanta Wealth Management
Client Service & Relationships
Mary McDevitt
Relationship Associate
Client Service & Relationships
Alycia McDonald
Transition Associate
Client Service & Relationships
Multi-Family Office
Leadership
Brittain Prigge
President
Client Service & Relationships
Investment Strategy
Leadership
Institutional
Rob Ragsdale
Head of Institutional Relationships, Raleigh Office
Client Service & Relationships
Matt Raines
Relationship Manager
Client Service & Relationships
Will Revels
Relationship Manager
Client Service & Relationships
Sara Rydman
Relationship Associate
Client Service & Relationships
Kathryn Sandoval
Financial Planning Manager
Client Service & Relationships
Maggie Sims
Relationship Manager
Investment Strategy
Institutional
Susie Wang
Director, Investment Strategy Team
Institutional
Investment Strategy
Private Capital
Ben Webb
Director of Manager Selection and Implementation
Client Service & Relationships
Savanna Westmoreland
Administrative Associate

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.

Resetting Perspective: From Abundance to Scarcity

In our first article of Balentine's 2023 Capital Markets Forecast, Resetting Perspective: From Abundance to Scarcity, we identify contributors to today’s high inflation, looking to similar periods in the past to provide ideas for what the market might do ahead.

Quality as a Core

This article is part of our 2023 Capital Markets Forecast. We expound upon why a strategic allocation to the Quality factor may be a strong lever to drive outperformance in an era of a higher cost of capital.

Trade-Offs in Private Capital Investment

This is the third article in our 2023 Capital Markets Forecast. We provide considerations for trade-offs in private capital to help clients reach their goals in a cycle where successful active management is likely to matter more than ever for clients to reach their goals.