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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.
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.
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.
Brittain Prigge
President
Alycia McDonald
Transition associate
Josh Wallace
Reporting Associate
Mark Bell
Head of Family Office and Private Capital
Bradley Martin
Head of Atlanta Wealth Management
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.
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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
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 - Investments
Ben Webb
2014: Investment Analyst
2016: Senior Investment Analyst
2018-present: Director of Manager Selection and Implementation
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 - Financial Planning
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."
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.”
Erica - Operations
Erica Farber
2009: Partner and Director of Operations
2018: Partner and Chief Compliance Officer
2022: Retired from partnership
Erica Farber
“Founding Balentine has been one of the most challenging and rewarding experiences of my life. I’m proud of what we’ve built together and am excited for the opportunities to come.”
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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.
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The Balentine Way is woven into the fabric of our firm.
In 2023, we sought to elevate both client and employee experiences. We believe our success, evident in feedback from clients, accolades from our industry and community, and the growth of our team, is rooted in six of our fundamentals.
View our 2023 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.
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? 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.
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? 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
Family Office Operations Manager
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? 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.
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