Clare Easterlin

Balentine - Clare Easterlin

Q&A

How and why did you get into this business?

My father, grandfather, and great-grandfather were all in the finance industry, and I have to keep the family tradition alive for my generation.

What do you personally think makes Balentine different from other wealth management organizations?

Balentine is more willing to buck the norm and avoid the “that’s how things are done” mentality, particularly if those norms don’t help our clients meet their goals.

What inspires you to come to work each day?

I like coming to work every day knowing there’s a 100% chance that I’m going to learn something new.

If you weren’t in this business, what would you be doing?

One career assessment I completed in college told me my number one occupational match was fish farming.

If you were stranded on a deserted island, what single creature comfort would you desire most?

I think sunscreen would be pretty key to my survival.

Clare Easterlin is Balentine’s Director of Business Management. In this role, she is responsible for hiring, new employee onboarding, and other human resource and training needs. She is also expanding the internship program she founded at Balentine in 2014, partnering with local universities to expose students to careers in the wealth management industry. In addition to focusing on several strategic firm-wide initiatives, Clare works with associates on the Investment Strategy and Client Service teams to streamline processes and create redundancies across the firm. Clare began her career at Balentine as a reporting associate. An avid animal lover, Clare volunteers with the Humane Society. She is a graduate of The University of the South and received her MBA from Kennesaw State University.

VITALS

EDUCATION

– BA, The University of the South (Sewanee)
– MBA, Kennesaw State University

COMMUNITY INVOLVEMENT

– Hands on Atlanta, Volunteer
– Humane Society, Volunteer
– The Tool Bank, Volunteer

Meet Our Team

Chairman & Chief Executive Officer
Client Service Manager
Associate Relationship Manager
Client Administrative Associate
Chief Investment Officer
Chief Financial Officer
Client Service Associate
Balentine - Clare Easterlin
Director of Business Management
Balentine - Erica Farber
Director of Operations & Chief Compliance Officer
Senior Investment Advisor
Controller
Client Operations Associate
Senior Investment Analyst
Relationship Manager
Senior Relationship Manager
Marketing Associate
Director of Institutional Relationships
Client Service Associate
Head of Relationship Management
Balentine - Rob Ragsdale
Relationship Manager
Senior Investment Advisor
Client Transition Manager
Balentine - Liz Smith
Client Service Associate
Executive Assistant & Office Manager
Relationship Manager
Client Operations Manager
Investment Analyst
Director of Communications
Senior Investment Analyst
James Yost
Relationship Management Coordinator
Client Operations Associate