We know that investors need more than what most wealth management firms can offer

Balentine provides a full range of comprehensive services for individuals and families seeking wealth management and planning solutions. Many investment firms fail to keep up with the pace of change and focus on themselves and asset growth instead of the things that are important to their clients. Balentine is different. For 30 years, the Balentine legacy has been one of innovation, service to clients, and service to the community. Our centralized decision-making process and our Building Blocks approach help us engage and empower our clients. Our service model is designed to make you feel understood, inspired, and connected. Our aim is to deliver the results you expect while making your life easier. Your needs, ambitions, and values are at the center of everything we do, and we translate your aspirations into solutions that help you realize your goals. We do this with full transparency in a completely conflict-free environment.

The Balentine Difference

We are employee owned, which ensures stability of purpose and alignment of interest.
Client Experience
We ensure the client experience drives the investment process, not vice-versa.
Full Balance Sheet Focus
Our focus is on your entire balance sheet, not just investable assets.
Efficient Management
We emphasize cost-effective and tax-efficient implementation solutions.

Meet Our Team

A fresh, creative approach to wealth management requires bright minds. Balentine is focused on maintaining a high-performance culture and aims to be an employer of choice. All employees strive for excellence, act with integrity, display mutual respect, and have an entrepreneurial spirit. Our diverse talent base includes investment industry veterans and women in senior leadership roles. Giving back to the community is a top-down initiative. All these in combination create a unique culture of life-long learning and innovation.

  • All
  • Client Service
  • Finance & Administration
  • Institutional
  • Investment Strategy
  • Marketing
  • Operations
  • Partners
Director of Client Service
Relationship Manager
Administrative and Training Associate
Chief Executive Officer and Chief Investment Officer
Chief Financial Officer
Relationship Associate
Balentine - Clare Easterlin
Director of Human Capital
Lexie Elwell
Account Services Associate
Chief Compliance Officer
Reid Hinshelwood
Relationship Manager
Senior Investment Advisor
Reporting and Compliance Analyst
Director of Research
Relationship Manager and Head of Financial Planning
Senior Relationship Manager
Marketing Associate
Director of Institutional Relationships
Relationship Associate
President and Head of Relationship Management
Bri Pye
Reporting Associate
Senior Relationship Manager and Head of Raleigh Office
Matt Raines
Associate Relationship Manager
Senior Investment Advisor
Client Transition Manager
Administrative Associate
Executive Assistant and Office Manager
Director of Operations
Investment Analyst
Director of Communications
Director of Manager Selection and Implementation
Associate Relationship Manager
Relationship Associate

Video Gallery

Our 30 Year Legacy

2016 Mid-Year Review

The Art & Science of Investing

Robert Balentine on Entrepreneurialism