Finalists for Community Leadership Awards announced by Invest in Others and InvestmentNews

  The Invest in Others Charitable Foundation and InvestmentNews have announced the finalists for the eighth annual Community Leadership Awards. The awards recognize the philanthropic work financial advisers perform in their communities and around the world. Robert Balentine was one of 10 people to receive an honorable mention in the Catalyst Award category. Robert received […]

Experts Debate Russian Investment Roulette

Adrian Cronje, Ph.D., CFA recently participated in a discussion on foreign investments in the Foundation & Endowment Money Management article “Experts Debate Russian Investment Roulette.” In response to whether or not this area is a good investment, Adrian stated: In the list of risks that must be considered for any investment, geopolitical tops them all because the […]

Living beyond our means: We are a financially illiterate nation

Balentine Chairman and CEO Robert Balentine’s op-ed for the Atlanta Business Chronicle, “Living beyond our means: We are a financially illiterate nation,” discusses the rampant financial literacy crisis sweeping our nation. In this op-ed, Robert writes: One week after Hillary Clinton claimed she and her husband were “dead broke” after leaving the White House, Joe Biden has attempted to one […]

Invest in Others Honors Robert Balentine for work with Southern Highlands Reserve

Robert Balentine, Balentine CEO and Chairman, received Honorable Mention for philanthropic excellence in the eighth annual Invest in Others Community Leadership Awards. Robert received this recognition for his work as founder of the Southern Highlands Reserve. The Invest in Others Charitable Foundation established the Community Leadership Awards to support the philanthropic and volunteer activities of financial […]

Balentine’s North Carolina Office Grows

ATLANTA, June 16, 2014 – Balentine is proud to announce that John Maddison, CFA has joined the firm as an Associate Relationship Manager. John will serve individuals, families and institutional clients from the firm’s Research Triangle Park Office in North Carolina. Founded in December 2009, the rapidly growing firm opened its North Carolina office in 2011 […]

When Your Adviser Retires

Succession planning is one of the biggest stories in the financial services industry today. Robert Balentine recently spoke to Barron’s on Balentine’s plans for the article “When Your Advisor Retires“: “At Balentine, an Atlanta-based advisory firm with $1.8 billion in assets, clients can rest assured they’ll be in good hands should their advisor fall ill, retire, or […]

Balentine Announces 4th Annual Summer Reading List

Balentine, an employee-owned investment advisory firm, announced its 2014 Summer Reading List. This is the fourth consecutive year that Balentine has released a summer reading list. The 2014 list comprises 10 books recommended by Balentine employees. Balentine, an independent, employee-owned investment advisory firm, announced its 2014 Summer Reading List today. This is the fourth consecutive […]

Balentine Hires New Relationship Manager

Balentine, an independent, employee-owned investment advisory firm, is proud to announce that Kelly Noon has joined the firm. In her role as Relationship Manager, Kelly will serve high net worth individuals, entrepreneurs and institutional clients. Kelly brings nearly a decade of industry experience to the role. Most recently, she served as Vice President at Goldman Sachs in […]

People on the Move: Kelly Noon

The Atlanta Business Chronicle‘s “People on the Move” section featured Balentine’s recent hire of Kelly Noon. Kelly Noon is a Relationship Manager at Balentine. In this role, she serves high net worth individuals, entrepreneurs and institutional clients. Prior to joining Balentine, Kelly was a Vice President in the Equity Solutions Group at Goldman Sachs in New […]

Duke University wins Atlanta Hedge Fund Challenge

Balentine Chief Investment Officer, Adrian Cronje, recently served as a judge at the Atlanta Hedge Fund Challenge. The winner of the challenge, Duke University was the winner of the challenge and walked away with a $10,000 prize. Adrian Cronje told the Atlanta Business Chronicle he “chose Stonehenge because ‘they articulated a very creative and inherently […]