Wealth opens doors.
Our team’s wealth of perspective
guides you through.

“Our experience with Balentine has been extraordinary and exceeded all expectations. We feel fully supported and have the highest level of trust and regard for our Relationship Manager and the team. We feel a genuine and profound connection to the individuals and leadership at Balentine.”
‍- Current Balentine Client

_{Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.}

We believe in the power of collaboration.

At Balentine, we view ourselves as an extension of the families with whom we work. We’ve assembled an exceptional team that values relationships as well as results. Our collaborative approach, based on trust, expertise, sincerity, and impact, brings a wealth of perspective to the clients we serve.

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Meet the heart and soul of Balentine.

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Robert Balentine

Emily Balentine Barbour, CFP®

Head of Client Experience

Mark Bell, Ph.D.

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

Reid Brannock, CFP®, CEPA®

Relationship Manager

Lillis Breland, CTFA

Transition Manager

Jon Bristow, CFA

Head of Relationship Management

Sophie Burkhardt

Office Coordinator and Administrative Associate

Relationship Associate

Caroline Caldwell, AWMA

Associate Relationship Manager

Christina Callesis, MSHRM

Director Human Resources

Relationship Associate

Administrative Relationship Associate

Senior Relationship Associate Multi-Family Office Team Lead

Adrian Cronje, Ph.D., CFA

Chief Executive Officer

Jenn Cunningham

Senior Executive Assistant, Administrative Team Lead

David Damiani, CFA

Chief Investment Officer and Chief Financial Officer

Jennifer Dangar

Chief Operating Officer

Clifton Dortch, Jr, J.D., LL.M.

Relationship Manager

Joseph Fahey, CFA

Consultant and Senior Family Business Advisor

Administrative and Marketing Associate

Jamie Fausnaugh

Administrative Associate

Meredith Fenwick

Marketing Manager

Director Information Technology

IT Support Associate

Jennifer Friberg, CFA

Relationship Manager

Joshua Friedland

Senior Associate Business Advisory and Private Capital

Matt Gilbert, CFA

Associate Investment Strategy Team

Senior Relationship Associate, Team Lead

Juwon Hill, MS, CFP®

Senior Portfolio Analyst Investment Strategy Team

Mike Imber, CPA, CFP®, CTFA, AEP®, CEPA, CFT-I®

Wealth Strategist Multi-Family Office

Analyst Business Advisory and Private Capital

Katie Kellogg, SHRM-CP

Human Resources Manager

Raj Kheraj, CFA

Relationship Manager

Relationship Associate

Gabe Lembeck, MBA, CFA

Director Investment Strategy Team

Kurt Lofters, MPA

Director of Institutional Relationships

Office Coordinator and Administrative Associate

John Maddison, CFA, CFP®

Head of Wealth Management

Danielle Maurice, MBA

Relationship Associate

Client Service Manager

Relationship Manager

Associate Relationship Manager

Reporting Associate

Jen Pcholinsky, CFP®, AEP®, CEPA®

Relationship Manager

Michael E. Pearson

Chief Compliance Officer

Senior Executive Assistant Investment Strategy Team

Administrative Associate

Senior Relationship Manager

Mallorie Reynolds, CPA

Director Accounting and Finance

Senior New Accounts Specialist

Kathryn Sandoval, CFP®, CTFA

Financial Planning Manager

Mitchell Spearman

Consultant and Senior Family Legacy Advisor Multi-Family Office

Relationship Associate

Rebecca Stone, CFP®, MBA

Operations Manager Multi-Family Office

Executive Project Manager

William B. Thacker

Relationship Manager

Andrea Walker, CFP®, RICP®

Director Operations

Reporting Manager

Susie Wang, CFA, SCR

Director Investment Strategy Team

Director Investment Strategy Team

Savanna Westmoreland

Relationship Associate Multi-Family Office

Browse our collection of resources from trusted thought leaders.

Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.

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5 Key Questions To Simplify the Complexity of Your Business Transition

Family & Legacy Guide

15 “Cardinal Rules” for Entrepreneurs and Business Owners

Our best thinking on what's happening in the economy and markets and why it matters to investors.

Charitable Giving Guide

Browse our collection of resources for trustees and consultants.

For trustees juggling many fiduciary responsibilities, there’s a myriad of news and information to constantly unpack. As a plan consultant, you’re likely trying to make that burden a little lighter. Delve deeper into these topics our clients frequently mention, with insights from our knowledgeable Balentine team.

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Tariffs Are Here

More than four months after "Liberation Day," our Investment Strategy Team discusses the current trade landscape, highlighting how OBBB could create a more strategic, partnership-driven trade era.

John Maddison is Balentine's Head of Wealth Management

By bridging leadership across locations and disciplines, John will foster stronger connectivity and consistency across the firm.

What’s the Purpose Behind Your Money?

Mark Bell shares how assets blending financial return with passion and enjoyment can build legacy, generate connections, and help tell your story.

Atlanta:

3344 Peachtree Road, NE
Suite 2200
Atlanta, GA 30326

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Phone (404) 537-4800
Fax (404) 537-4848

Raleigh:

301 Hillsborough Street
Suite 920
Raleigh, NC 27603

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Phone (984) 355-5200

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