Life at Balentine

Excellence, integrity, mutual respect – and an entrepreneurial spirit.

Balentine’s culture reflects a collaborative workforce driven by excellence and a commitment to lifelong learning. Our goal is to create an environment where motivated people flourish.

Careers at Balentine

Putting culture first.

Our culture is rooted in our values, which define who we are as a firm.

Excellence

We are uncompromising in our commitment to professional excellence and continuous improvement.

Mutual Respect

We strive to show a deep respect for everyone with whom we interact.

Integrity

We believe any enduring relationship must be anchored by a shared belief in doing the right thing.

Entrepreneurial Spirit

We encourage all employees to possess the same entrepreneurial spirit on which our firm was founded.

Driven by excellence; fueled by Fundamentals.

Balentine has developed an inventory of 30 Fundamentals that serve as the foundation of everyday employee life and the backbone of our client service philosophy at the firm. We call these Fundamentals the Balentine Way. Each week, a different Fundamental is highlighted, and serves as a source of inspiration in everything from email topics to pre-meeting discussion and internal gatherings among staff. Here are some of our favorite Fundamentals of note, as described by members of the Balentine team.

Be kind.

“Kindness is often underrated, and yet it is universal. It lays the foundation for relationships, community, and respect. There's no situation where kindness is not appreciated; there is no circumstance where it does not improve outcomes.”

Meredith Fenwick

Marketing Manager

Listen Generously.

“I think it is at the core of all healthy businesses. When done consistently, it builds trust, reduces conflict, and creates opportunity for deeper collaboration and stronger relationships.”

Matt Raines

Senior Relationship Manager

Make Informed Decisions.

“In our business, it's critical to have command of all the pertinent facts and sources of input when making decisions, both tactically and strategically. Facts don't lie."

Mike Pearson

Chief Compliance Officer

Demonstrate A Passion for Excellence.

“I believe that showing a commitment to excellence is essential, not only in the work we deliver to clients but also in how we interact as employees and coworkers. Strive to be someone others can admire and trust."

Emily Cornell

Senior Relationship Associate, Team Lead

When in Doubt, Communicate Personally.

“Remembering the personal side of things can go a long way in getting answers or a task done and can avoid confusion or frustration. Getting up and going to someone's desk or picking up the phone doesn't take a lot of effort and can make a big difference.”

Christina Callesis

Director of Human Resources

Demonstrate A Passion for Excellence.

“It challenges us to do the best we can and produce high-quality work that makes us proud."

Liz Thomas

Head of Marketing

Be Curious.

"This behavior ignites learning, understanding, and humility.”

Mike Binnicker

Senior Relationship Manager

Driven by excellence; fueled by Fundamentals.

Balentine has developed 30 Fundamentals that serve as the foundation of everyday employee life and the backbone of our client service philosophy at the firm. Each week, a different Fundamental is highlighted, and serves as a source of inspiration in everything from email topics to pre-meeting discussion and internal gatherings among staff. Here are some of our favorite Fundamentals of note, as described by members of the Balentine team.

Give back. Pay it forward.

“I am observing so much kindness and generosity from all areas of the firm. We have so many new people and the training and help that is going on in every area makes me proud. All seem to be leaning in to help and they also seem to be enjoying it. I know I am. So fun to be around these young folks who are excited to learn and to make a positive difference.”

Brittain Prigge

President

Keep things fun.

“I love that we go over a fundamental every week during the all firm meetings, and it's encouraged to make the presentation fun and every is so relaxed at the meeting! I get a true vibe that people here LOVE their job!”

Alycia McDonald

Transition associate

Be kind.

“I am constantly impressed by the positive outlook and demeanor my colleagues keep regardless of the situation.”

Josh Wallace

Reporting Associate

Think/act like an owner.

“We generally have an entrepreneurial approach to problems and new challenges, and are committed to the success of our clients and firm.”

Mark Bell

Head of Family Office and Private Capital

Have a growth mindset.

“Our investments in the firm and in people are already paying off, and I believe we will continue to grow despite a challenging market/economic environment.”

Bradley Martin

Head of Atlanta Wealth Management

Show meaningful appreciation.

“Balentine across the board and especially the senior partners/management do a great job of recognizing folks who are doing quality work or any accomplishments.

Reid Brannock

Associate Relationship Manager

Payoff beyond a paycheck.

Working at Balentine isn’t just about being part of a great company — we also offer great benefits! Beginning with a thorough, engaging onboarding experience, our dedicated human capital team offers a complete lifecycle of talent development opportunities during your career at Balentine.

100%

of employees are eligible for reimbursement for career enhancement programs after 6 months of employment

64%

of employees have received a promotion during their tenure (eligible after 1 year of service)

View current openings

Happy employee discussing client portfolio during a business meeting.

Work your way up

Career paths aren’t always linear.

At Balentine, our staff is encouraged and expected to grow, personally and professionally, with myriad opportunities to get involved in the business and beyond. Follow the journey of some of our team members, from their first day at Balentine to today.

Emily - Client Experience

Emily Barbour

2010: Client Service Associate
2013: Senior Client Service Associate
2016: Client Service Manager
2018: Director of Client Service
2020: Associate Relationship Manager
2021: Relationship Manager

2022: Head of Client Experience

2023: Principal

Emily Barbour

“I appreciate the entrepreneurial mindset with which we approach every day and every decision at Balentine. It’s important for a firm to stay nimble, and I love that we have stayed true to that approach as we've grown.”

Ben Webb

2014: Investment Analyst

2016: Senior Investment Analyst

2018: Director of Manager Selection and Implementation

2023: Director, IST

2023: Principal

‍

Ben Webb

“Balentine has a great story, and I love how the firm’s history has shaped our culture. Being a part of that story as a valued employee keeps me coming back for more.”

‍

Kathryn Sandoval

2009: Client Relationship Manager
2012: Client Transition Manager
2019: Compliance Manager
2020: Family Office Manager
2022: Financial Planning Manager

Kathryn Sandoval

"Balentine has supported me in every role, creating opportunities to learn and extend my knowledge across various positions within our industry, while providing the flexibility I needed to define success differently than the traditional way of climbing a steep corporate ladder."

Christina Callesis

2016: Administrative Associate

2017: Administrative and Training Associate

2019: Office and Business Manager

2021: Human Resources and Project Manager
2023: Director, Human Resources

Christina Callesis

“When I first interviewed at Balentine for an assistant position, I expressed my goal to become an HR professional. I’ve made that goal a reality, having been surrounded by encouragement and support at Balentine every step of the way.”

Josh Wallace

2018: Intern

2020: Reporting Associate

2023: Reporting Analyst

2024: Senior Reporting Analyst

2024: Reporting Manager

‍

Josh Wallace

“From my first day as an intern to my present role as a manager, Balentine has provided me with countless opportunities to make a meaningful impact on the firm and on my own career. Lifelong learning isn’t just a buzzword here; it’s a core value that drives success for our team and fosters personal growth every step of the way.”

We recognize the fundamental value of our differences, which strengthen our ability to achieve our strategic vision and help us continually improve our organization.

We value diversity and inclusion.

Balentine is committed to engaging in diverse hiring practices and ensuring that our firm is a great place to work for everyone. We recognize the fundamental value of our differences, which strengthen our ability to achieve our strategic vision and help us continually improve our organization.

‍

Our commitment to a workplace of shared experiences and perspectives is more than a mission; it’s a mindset that promotes excellence, innovation, and social responsibility.

It pays to invest in our communities.

Since founding Balentine & Company in 1987 and continuing as Balentine today, we have been active and involved in our communities, maintaining a firm belief in giving back.

‍

We aim to provide resources to fortify the causes our employees and clients are passionate about to affect change. Balentine encourages in any way possible for our team to be part of the community and to take leadership roles if they have that opportunity, too.

‍

As a result, every member of our team is engaged in giving back so that our time, talent, and resources can help improve our local communities.

Balentine employees volunteering and getting involved within the community and giving it back

The Balentine Way is woven into the fabric of our firm.

In 2024, we celebrated our 15th anniversary, deepened the guidance we provide to clients, and announced a partnership that will help our firm last for generations. It was truly a landmark year, fueled by our people and culture.

View our 2024 Year In Review

Leading the way in wealth management.

At the helm of our firm is a leadership team that not only embodies our mission and vision, but also stands behind each member of our talented staff.

Robert Balentine

Chairman

Partner

Emily Balentine Barbour, CFP®

Head of Client Experience

Principal

Mark Bell, Ph.D.

Head of Business Advisory and Private Capital Multi-Family Office Investment Strategist

Partner

Mike Binnicker, CFP®

Senior Relationship Manager

Principal

Jon Bristow, CFA

Head of Relationship Management

Adrian Cronje, Ph.D., CFA

Chief Executive Officer

Partner

David Damiani, CFA

Chief Investment Officer and Chief Financial Officer

Partner

Jennifer Dangar

Chief Operating Officer

Partner

Gabe Lembeck, MBA, CFA

Director Investment Strategy Team

Principal

John Maddison, CFA, CFP®

Head of Wealth Management

Partner

Michael E. Pearson

Chief Compliance Officer

Matt Raines

Senior Relationship Manager

Principal

Mallorie Reynolds, CPA

Director Accounting and Finance

Director Investment Strategy Team

Principal

See the whole team

Open Positions

Join our team

Sometimes finding the right fit means looking beyond the checklist of skills and experiences. At Balentine, we know that bright candidates often can learn new skills quickly, while core values like integrity, excellence, entrepreneurial spirit, and mutual respect are honed throughout one’s lifetime. If your values align with ours, let’s talk — even if your professional background isn’t an exact match.

‍

Don’t see a position that seems right for you? Submit your resume using the General Application at the bottom of this page for future consideration.

Open Positions

Join our team

‍

Don’t see a position that seems right for you? We'd still like to hear from you! Send us your resume for future consideration and let us know you’re interested in joining the team.

Open Positions

Join our team

‍

Don’t see a position that seems right for you? We'd still like to hear from you! Send us your resume for future consideration and let us know you’re interested in joining the team or click here to get notified when we post something new.

Senior Relationship Manager, Multi-Family Office

Atlanta, GA‍

Family Office Operations Manager

Atlanta, GA

Associate Relationship Manager

Atlanta, GA

Family Office Operations Manager

Senior Relationship Manager, Multi-Family Office

View current openings

Open Positions

Join our team

‍

Don’t see a position that seems right for you? We'd still like to hear from you! Send us your resume for future consideration and let us know you’re interested in joining the team.