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 don’t just do business — we build long-term advisory connections based on trust, expertise, sincerity, and impact. Quite simply, we offer a wealth of perspective.

We’ve assembled an exceptional team that values relationships as well as results. And with 80% of management having worked together for more than a dozen years, our experience and diversity is an advantage as we conceive new ideas and ultimately work to benefit you.

“The entire staff at Balentine is available, friendly, willing, and hands-on to address any questions or issues that may arise. The sound advice that I have received has been invaluable.”
- 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.

Meet the heart and soul of Balentine.

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Client Service & Relationships
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Mark Bell, Ph.D.
Head of Business Advisory and Private Capital, Multi-Family Office Investment Strategist
Partner
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Client Service & Relationships
Institutional Management
Reid Brannock, CFP®, CEPA®
Associate Relationship Manager, Raleigh Wealth
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Lillis Breland, CTFA
Transition Manager
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Private Capital
Adrian Cronje, Ph.D., CFA
Chief Executive Officer
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Investment Strategy
Rob Dailey
Head Trader
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David Damiani, CFA
Chief Investment Officer and Chief Financial Officer
Partner
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Joshua Friedland
Senior Associate, Business Advisory and Private Capital
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Raj Kheraj, CFA
Associate, Multi-Family Office
Partner
Institutional Management
Investment Strategy
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Gabe Lembeck, MBA, CFA
Director, Investment Strategy Team
Principal
Partner
Institutional Management
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Michael E. Pearson
Chief Compliance Officer
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Multi-Family Office
Leadership
Brittain Prigge, CFA
President and Head of Multi-Family Office
Partner
Partner
Institutional Management
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Ina Toderita
Director, Operations
Partner
Investment Strategy
Institutional Management
Susie Wang, CFA, SCR
Director, Investment Strategy Team
Partner
Institutional Management
Investment Strategy
Private Capital
Leadership
Ben Webb, CFA®
Director, Investment Strategy Team
Principal
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Multi-Family Office
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Savanna Westmoreland
Relationship Associate, Multi-Family Office
Partner

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.

Small Stocks Lead Gains, Defying Rising Interest Rates

In an article for the International Business Times, Chief Investment Officer David Damiani explains why stock prices can remain stable or rise in a high interest environment.

4 Opportunities for Founders to Align Business and Personal Planning

John Maddison identifies opportunities to align business and personal financial planning in an article for Triangle Business Journal.

Navigate Succession By Preparing The Next Generation

In a Forbes article, Chairman Robert Balentine discusses how to equip your successors to carry your legacy into the future.