Katie Mock

kmock

Q&A

Why did you choose to come to work at Balentine?

I’d been thinking for a while about transitioning to the corporate world, and culture was very important to me. I was instantly drawn to Balentine because of its values, emphasis on client service, and great sense of team.

How does your role fit in the big picture of serving clients?

One of the Marketing Team’s goals is to make our materials accessible to all clients, regardless of their level of familiarity with wealth management. Given that I don’t come from a finance background, and thus am not as familiar with the technical jargon, I’m constantly checking to ensure that our communication with clients is as concise and understandable as possible.

What is your favorite sport or activity?

As a proud alumna, I’m a huge fan of all University of North Carolina sports, particularly football and men’s basketball. Go Heels!

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

I previously considered careers in education policy or school operations, but marketing and communications is my passion.

If you were abandoned on a deserted island, what three books would you want to have at hand?

Reading is one of my favorite pastimes—I try to read at least 50 books a year—so it isn’t easy to narrow down to just three. My favorites are the classics, though, so I would want to bring The Great Gatsby by F. Scott Fitzgerald, Jane Eyre by Charlotte Bronte, and Great Expectations by Charles Dickens.

Katie Mock is Balentine’s Marketing Associate. In this role, she supports Balentine’s online presence, branding, media coordination, and event planning. Prior to joining Balentine, Katie worked with education nonprofits for seven years, beginning with a stint as a 2009 Teach For America – Arkansas corps member (teacher). Upon completion of her two years of service, Katie relocated to Atlanta where she served as a member of Teach For America – Metro Atlanta’s Development team in the roles of Development Coordinator and Individual Giving Associate. Most recently, Katie was the regional Marketing and Communications Manager for KIPP Metro Atlanta Schools, a network of eight charter schools serving students in educationally underserved communities. Katie is a graduate of the University of North Carolina at Chapel Hill, where she double majored in political science and journalism with a concentration in public relations.

VITALS

EDUCATION

– BA with highest honors and highest distinction, University of North Carolina (Political Science & Journalism)

PROFESSIONAL EXPERIENCE

– KIPP Metro Atlanta Schools, Marketing & Communications Manager
– Teach For America – Metro Atlanta, Development Coordinator & Individual Giving Associate

PROFESSIONAL AFFILIATIONS

– American Marketing Association – Atlanta Chapter, Member

COMMUNITY INVOLVEMENT

– Atlanta Carolina Club, Member
– Hands On Atlanta, Volunteer

Meet Our Team

Chairman & Chief Executive Officer
Client Service Manager
Associate Relationship Manager
Client Administrative Associate
Receptionist
Chief Investment Officer
Chief Financial Officer
Client Service Associate
Balentine - Clare Easterlin
Director of Business Management
Balentine - Erica Farber
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
Senior 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
Associate Relationship Manager
Client Operations Associate