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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’ve assembled an exceptional team that values relationships as well as results. Our collaborative approach, based on trust, expertise, sincerity, and impact, brings a wealth of perspective to the clients we serve.
Meet the heart and soul of Balentine.
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Leadership
Robert Balentine
Chairman
Partner
Partner
Client Service & Relationships
Leadership
Emily Balentine Barbour, CFP®
Head of Client Experience
Principal
Partner
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
Leadership
Mike Binnicker, CFP®
Senior Relationship Manager
Principal
Partner
Client Service & Relationships
Institutional Management
Reid Brannock, CFP®, CEPA®
Relationship Manager
Partner
Client Service & Relationships
Lillis Breland, CTFA
Transition Manager
Partner
Client Service & Relationships
Leadership
Jon Bristow, CFA
Head of Relationship Management
Partner
Client Service & Relationships
Sophie Burkhardt
Office Coordinator and Administrative Associate
Partner
Client Service & Relationships
Maria Butler
Relationship Associate
Partner
Client Service & Relationships
Caroline Caldwell, AWMA
Associate Relationship Manager
Partner
No items found.
Christina Callesis, MSHRM
Director
Human Resources
Partner
Client Service & Relationships
Claire Carter
Relationship Associate
Partner
Client Service & Relationships
Megan Cordell
Administrative Relationship Associate
Partner
Multi-Family Office
Client Service & Relationships
Emily Cornell
Senior Relationship Associate
Multi-Family Office Team Lead
Partner
Institutional Management
Investment Strategy
Leadership
Private Capital
Adrian Cronje, Ph.D., CFA
Chief Executive Officer
Partner
Partner
Client Service & Relationships
Jenn Cunningham
Senior Executive Assistant, Administrative Team Lead
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
Client Service & Relationships
Clifton Dortch, Jr, J.D., LL.M.
Relationship Manager
Partner
Client Service & Relationships
Joseph Fahey, CFA
Consultant and Senior Family Business Advisor
Partner
Client Service & Relationships
Kaitlyn Farley
Administrative and Marketing Associate
Partner
Client Service & Relationships
Jamie Fausnaugh
Administrative Associate
Partner
No items found.
Meredith Fenwick
Marketing Manager
Partner
No items found.
Andre Forbes
Director
Information Technology
Partner
No items found.
Logan Freeman
IT Support Associate
Partner
Client Service & Relationships
Jennifer Friberg, CFA
Relationship Manager
Partner
Private Capital
Multi-Family Office
Investment Strategy
Joshua Friedland
Senior Associate
Business Advisory and Private Capital
Partner
Investment Strategy
Matt Gilbert, CFA
Associate
Investment Strategy Team
Partner
Client Service & Relationships
Tywanda Hansen
Senior Relationship Associate, Team Lead
Partner
Investment Strategy
Juwon Hill, MS, CFP®
Senior Portfolio Analyst
Investment Strategy Team
Partner
Multi-Family Office
Mike Imber, CPA, CFP®, CTFA, AEP®, CEPA, CFT-I®
Wealth Strategist
Multi-Family Office
Partner
No items found.
Katie Kellogg, SHRM-CP
Human Resources Manager
Partner
Multi-Family Office
Client Service & Relationships
Raj Kheraj, CFA
Senior Associate
Multi-Family Office
Partner
Client Service & Relationships
Hannah Kim
Relationship Associate
Partner
Institutional Management
Investment Strategy
Leadership
Gabe Lembeck, MBA, CFA
Director
Investment Strategy Team
Principal
Partner
Institutional Management
Investment Strategy
Kurt Lofters, MPA
Director of Institutional Relationships
Partner
Client Service & Relationships
Rosa Lubbers
Office Coordinator and Administrative Associate
Partner
Client Service & Relationships
Leadership
John Maddison, CFA, CFP®
Head of Wealth Management
Partner
Partner
Multi-Family Office
Olivia Marotte
Administrative Associate
Multi-Family Office
Partner
Client Service & Relationships
Danielle Maurice, MBA
Relationship Associate
Partner
Client Service & Relationships
Mary McDevitt
Client Service Manager
Partner
No items found.
Liz Meeks
Senior Associate Relationship Manager
Partner
Client Service & Relationships
Lauren Michie
Associate Relationship Manager
Partner
No items found.
Matt Mueller
Reporting Associate
Partner
Client Service & Relationships
Jen Pcholinsky, CFP®, AEP®, CEPA®
Relationship Manager
Partner
Institutional Management
Leadership
Michael E. Pearson
Chief Compliance Officer
Partner
Investment Strategy
Sovannary Peou
Senior Executive Assistant
Investment Strategy Team
Partner
Client Service & Relationships
Manuela Queliz
Administrative Associate
Partner
Client Service & Relationships
Leadership
Matt Raines
Senior Relationship Manager
Principal
Partner
Client Service & Relationships
Alycia Ruge
Senior New Accounts Specialist
Partner
Client Service & Relationships
Kathryn Sandoval, CFP®, CTFA
Financial Planning Manager
Partner
Multi-Family Office
Mitchell Spearman
Consultant and Senior Family Legacy Advisor
Multi-Family Office
Partner
Client Service & Relationships
Daynna Stewart
Relationship Associate
Partner
Multi-Family Office
Rebecca Stone, CFP®, MBA
Operations Manager
Multi-Family Office
Partner
No items found.
Alexa Svensson
Executive Project Manager
Partner
Client Service & Relationships
William B. Thacker
Senior Associate Relationship Manager
Partner
Client Service & Relationships
Andrea Walker, CFP®, RICP®
Director
Operations
Partner
Institutional Management
Josh Wallace
Reporting Manager
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 from trusted thought leaders.
Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.
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.
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Can Your Family Sustain Your Business?
Adrian Cronje discusses three timeless principles that can help entrepreneurs turn business success into a lasting legacy.
Navigating Change as a Business Owner
In this Forbes article, Robert highlights the importance of self-awareness, adaptability, and proactive leadership for business owners to sustain growth and avoid decline.
Adrian Cronje is Selected for Leadership Atlanta
As a member of the Class of 2026, Adrian will join fellow leaders in seminars, service projects, and hands-on experiences aimed at strengthening the metro Atlanta community.
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