Why did you choose to come to work at Balentine?
I completely agreed with the investment philosophy and liked the team-based approach to working with clients. In many firms, the biggest competition is sitting in the office beside you. At Balentine, the emphasis is on truly providing the best and most objective advice available to our clients.
How does your role fit in the big picture of serving clients?
I am on the front lines directly serving clients out of our Raleigh office. I also lead our financial planning efforts for all clients across the firm. Through my role, I help my clients uncover their most important goals, develop plans for how these goals will be achieved, and ensure that major decisions are made with an understanding of how they will impact their goals.
What inspires you to come to work each day?
My colleagues who all work extremely hard and are dedicated to serving our clients.
What is it that you do at Balentine that gives you the most personal satisfaction?
Knowing that down the road I’ll have a chance to watch my clients achieve their goals due to the plan we laid out together.
If you were abandoned on a deserted island, what single creature comfort would you desire most?
My banjo. With no one around, I could play it as loudly as I want!
John Maddison, CFA, CFP® is a Relationship Manager at Balentine and works in our Raleigh office. John serves individuals, families, and institutional clients, and also spearheads the firm’s financial planning efforts. John has more than 15 years of experience working in the financial services industry in New York and North Carolina, serving corporate, institutional, and private clients. John’s entrepreneurial background includes the launch of a new product vertical at a high-growth, venture-backed technology company and, most recently, the formation of a startup bank supporting Canadians in the United States. A Chartered Financial Analyst, John served two terms as president of the CFA Society North Carolina, the twelfth largest CFA society in the country, and was named Volunteer of the Year in 2016 for his leadership and vision. He remains a member of its board of directors and strategic advisory board. John is also a CERTIFIED FINANCIAL PLANNER™ professional.
– BA, University of North Carolina at Chapel Hill
– MBA, Kenan-Flagler Business School at the University at North Carolina at Chapel Hill
– RBC Bank, Senior Manager
– Franklin Street Partners, Portfolio Manager
– Gerson Lehrman Group, Research Manager
– Thomson Financial, Senior Associate
PROFESSIONAL AFFILIATIONS AND AWARDS
– CFA Charterholder
– CFA Institute, Member
– CFA Society North Carolina, Past President, Strategic Advisory Board Member
& Volunteer of the Year (2016)
– CERTIFIED FINANCIAL PLANNER™
– Wake County Estate Planning Council, Member
– Christ Episcopal Church Preschool, Past President & Board of Directors
– Christ Episcopal Church, Vestry