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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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Client Service & Relationships
Danielle Bailey, MBA
Relationship Associate
Partner
Leadership
Robert Balentine
Chairman
Partner
Partner
Client Service & Relationships
Leadership
Emily Balentine Barbour, CFP®
Executive Vice President
Partner
Partner
Client Service & Relationships
Berry Battey, AWMA®
Senior Associate Relationship Manager
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
Institutional Management
Reid Brannock, CFP®, CEPA®
Relationship Manager
Partner
Client Service & Relationships
Lillis Breland, CTFA
Transition Manager
Partner
Client Service & Relationships
Sophie Burkhardt
Administrative Associate
Partner
Client Service & Relationships
Maria Butler
Senior Client Service Associate
Partner
Client Service & Relationships
Caroline Caldwell, AWMA
Senior Associate Relationship Manager
Partner
Client Service & Relationships
Claire Carter
Senior Relationship Associate
Partner
Leadership
Martina Chisholm
Head of Marketing
Partner
Client Service & Relationships
Megan Cordell
Client Service Associate
Partner
Multi-Family Office
Client Service & Relationships
Emily Cornell
Senior Relationship Associate, Team Lead
Multi-Family Office
Partner
Institutional Management
Investment Strategy
Leadership
Private Capital
Adrian Cronje, Ph.D., CFA
Chief Executive Officer
Partner
Partner
Client Service & Relationships
Jenn Cunningham
Chief of Staff
Partner
Investment Strategy
Rob Dailey
Head Trader
Partner
Client Service & Relationships
Institutional Management
Investment Strategy
Leadership
Private Capital
David Damiani, CFA
Chief Investment Officer
Partner
Partner
Client Service & Relationships
Clifton Dortch, Jr., J.D., LL.M.
Senior Relationship Manager
Partner
Leadership
Megan Ehrle, CFA
Head of Finance
Partner
Client Service & Relationships
Joseph Fahey, CFA
Senior Family Business Advisor
Partner
Client Service & Relationships
Jamie Fausnaugh
Senior Administrative Associate
Partner
No items found.
Meredith Fenwick
Senior Marketing Manager
Partner
No items found.
Logan Freeman
IT Support Associate
Partner
Private Capital
Multi-Family Office
Investment Strategy
Joshua Friedland
Senior Manager
Business Advisory and Private Capital
Partner
Investment Strategy
Matt Gilbert, CFA
Senior Associate
Investment Strategy Team
Partner
Client Service & Relationships
Victor Gitau
Senior Associate Relationship Manager
Partner
No items found.
Caroline Grizzle
Marketing Associate
Partner
Client Service & Relationships
Tywanda Hansen
Client Service Manager
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
People and Culture Manager
Partner
No items found.
Kristen Kepler
Receptionist & Executive Assistant
Partner
Client Service & Relationships
Hannah Kim
Senior Relationship Associate
Partner
Institutional Management
Investment Strategy
Kurt Lofters, MPA
Director of Institutional Relationships
Partner
No items found.
Keara Lynn
Private Capital Operations Associate
Partner
Client Service & Relationships
Leadership
John Maddison, CFA, CFP®
Head of Wealth Management
Partner
Partner
Client Service & Relationships
Briana Martinez
Executive Assistant
Partner
Client Service & Relationships
Mike Maurer
Relationship Associate
Partner
Client Service & Relationships
Liz Meeks
Relationship Manager
Partner
Client Service & Relationships
Chloe Minor
Associate Relationship Manager
Partner
No items found.
Matt Mueller
Reporting Analyst
Partner
Client Service & Relationships
Jen Pcholinsky, CFP®, AEP®, CEPA®
Relationship Manager
Partner
Institutional Management
Leadership
Michael E. Pearson
Chief Risk & Compliance Officer
Principal
Partner
Investment Strategy
Sovannary Peou
Senior Executive Assistant
Investment Strategy Team
Partner
Client Service & Relationships
Manuela Queliz
Senior Administrative Associate
Partner
Client Service & Relationships
Leadership
Matt Raines
Senior Relationship Manager
Partner
Partner
Client Service & Relationships
Luke Roberson
Associate Relationship Manager
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
Senior Family Legacy Advisor
Multi-Family Office
Partner
Multi-Family Office
Rebecca Stone, CFP®, MBA
Client Operations Manager
Multi-Family Office
Partner
Client Service & Relationships
William B. Thacker
Relationship Manager
Partner
Client Service & Relationships
Ayana Thomas, MBA
Relationship Associate
Partner
Client Service & Relationships
Taylor Troup
Administrative Associate and Office Coordinator
Partner
Multi-Family Office
Robert Vann, J.D.
Senior Relationship Manager
Partner
Institutional Management
Josh Wallace
Reporting Manager
Partner
Investment Strategy
Institutional Management
Susie Wang, CFA, SCR
Head of Public Markets
Investment Strategy Team
Partner
Institutional Management
Investment Strategy
Private Capital
Leadership
Ben Webb, CFA
Head of Private Markets
Investment Strategy Team
Partner
Partner
No items found.
Amelia Wilson
Relationship Associate
Partner
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