Rob Ragsdale

Balentine - Rob Ragsdale

Q&A

Why did you choose to come to work at Balentine?

I joined Balentine a year after the firm opened its doors. I was attracted to the people, the conflict-free business model, and the opportunity to really make a difference in this market.

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

We have a unique combination of a deep team with an unconflicted business model that has a track record of outperformance at attractive costs with world-class client service.

How does the work you do make a difference?

My goal is to enable clients to focus on their highest and best use of time—whether it be running a company, disbursing grants, or spending time with family.

What is it that you do at Balentine that gives you the most personal satisfaction?

Walking out of a client meeting knowing that I have really made a difference.

What is your favorite sport or activity? Why?

I follow college sports, football and basketball, in particular. I have run over a dozen marathons, enjoy playing high handicap golf, and try to coach my kids’ sports as I am able. I enjoy hunting and fishing, as well, but I don’t do as much of that as I would like in my suburban existence.

Rob Ragsdale, CFP®, AIF® is a partner at Balentine and works as a Senior Relationship Manager serving individuals, families, and institutional clients. Rob sits on the Management Committee, manages Balentine’s Raleigh office, and oversees the firm’s Endowment and Foundation Practice. Rob has achieved the designations of Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) and brings a wealth of financial, compliance, and tax knowledge to Balentine clients. Before joining Balentine, Rob was a relationship manager at Franklin Street Partners in Chapel Hill, NC, serving as an investment advisor to both private and institutional clients. His tenure in the investment industry spans more than a decade, managing relationships throughout the United States and overseas.

VITALS

EDUCATION

– BA, University of North Carolina at Chapel Hill (Phi Beta Kappa)
– MBA, Duke University Fuqua School of Business

PROFESSIONAL EXPERIENCE

– Franklin Street Partners, Investment Advisor
– McDonald & Co., Investment Banking Associate
– First Union National Bank, Investment Banking Analyst

PROFESSIONAL AFFILIATIONS

– Accredited Investment Fiduciary (AIF®)
– CERTIFIED FINANCIAL PLANNER
– Wake County Estate Planning Council

COMMUNITY INVOLVEMENT

– Christ Episcopal Church, Vestry & Investment Committee
– The Lawrenceville School, Alumni Admissions Council
– Marbles Kids Museum, Board of Directors
– Preservation Society of Chapel Hill, Board of Trustees

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
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
Client Administrative Associate
Executive Assistant & Office Manager
Client Operations Manager
Investment Analyst
Director of Communications
Senior Investment Analyst
Associate Relationship Manager
Client Operations Associate