James Yost

Balentine - James Yost

Q&A

Why did you choose to come to work at Balentine?

I could tell immediately after meeting the team that this would be a great place to work. I agree philosophically with Balentine’s investment platform and with the conflict-free model.

What was the hardest lesson learned and how did you learn it?

I did a sloppy and incomplete job of pulling a neighbor’s weeds when I was 10. He called my mom and made me come back the next day to finish the job. I learned to follow through on my commitments or else suffer the consequences!

What inspires you to come to work each day?

I am inspired by knowing that the work I do will have a tangible, positive impact on this company.

What is the most exotic place you have ever been?

I have hiked to the top of a mountain peak called Montserrat near Barcelona in Spain.

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

I would have tried to be an engineer since I’ve always enjoyed figuring out how things work.

What didn’t we ask that we should have asked to really know you?

On a scale of 1-10, how awesome is your Australian Shepherd, Gumbeau? 10

James Yost, CAIA is Balentine’s Relationship Management Coordinator. Prior to joining Balentine, James worked for three years at Aon Hewitt, most recently as a consultant, providing direct support for client teams exceeding $20 billion in assets under advisement. In May 2012, James graduated cum laude with a Bachelor of Business Administration (BBA) in finance from the University of Georgia. During his time at UGA, he also participated in the Terry College of Business study abroad program at the University of Oxford. James is a Chartered Alternative Investment Analyst (CAIA). In his spare time, he enjoys volunteering with the Atlanta Community Food Bank in its community gardens.

VITALS

EDUCATION

– BBA, University of Georgia, cum laude (Finance)

PROFESSIONAL EXPERIENCE

– Aon Hewitt, Consultant

PROFESSIONAL AFFILIATIONS

– Chartered Alternative Investment Analyst Charterholder

COMMUNITY INVOLVEMENT

– Atlanta Community Food Bank, Volunteer
– Community Foundation For Financial Literacy, 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
Head of Relationship Management
Balentine - Rob Ragsdale
Relationship Manager
Senior Investment Advisor
Client Transition Manager
Balentine - Liz Smith
Client Service Associate
Executive Assistant
Relationship Manager
Client Operations Manager
Investment Analyst
Director of Communications
Senior Investment Analyst
James Yost
Relationship Management Coordinator
Client Operations Associate