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.

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Client Service & Relationships
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Mark Bell, Ph.D.
Head of Business Advisory and Private Capital, Multi-Family Office Investment Strategist
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Reid Brannock, CFP®, CEPA®
Associate Relationship Manager, Raleigh Wealth
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Lillis Breland, CTFA
Transition Manager
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Multi-Family Office
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Emily Cornell
Relationship Associate, Multi-Family Office
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Adrian Cronje, Ph.D., CFA
Chief Executive Officer
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Rob Dailey
Head Trader
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David Damiani, CFA
Chief Investment Officer and Chief Financial Officer
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Joshua Friedland
Associate, Private Capital and Business Advisory
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Raj Kheraj, CFA
Associate, Multi-Family Office
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Gabe Lembeck, MBA, CFA
Director, Investment Strategy Team
Principal
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Michael E. Pearson
Chief Compliance Officer
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Brittain Prigge, CFA
President and Head of Multi-Family Office
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Alycia Ruge
Transition Associate
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Sara Rydman
Client Operations Associate
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Ina Toderita
Director, Operations
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Josh Wallace
Reporting Analyst
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Susie Wang, CFA, SCR
Director, Investment Strategy Team
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Ben Webb, CFA®
Director, Investment Strategy Team
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Savanna Westmoreland
Relationship Associate, Multi-Family Office
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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.

Getting Started with 529 Plans

As a new school year starts for kids around the country, the question of how best to fund education is top of mind for parents and family members.

College Healthcare Considerations

As your student settles into their new routine this fall, we encourage you to turn your attention to emergency medical planning and health insurance.

Top of Mind - September

Our Wealth Management Team’s Monthly Update