Ph.D., Cambridge University (Macroeconomics and Econometrics)

M.Phil., Cambridge University (Economics and Finance)

B.Com. (Hons), University of Cape Town (Economics and Accounting)

Wilmington Trust, Senior Vice President & Chief Investment Strategist

Schroders (London), Director, Deputy Head of Quantitative Equity Products

Barron's Top 100 Independent Advisors (2024)

Atlanta Business Chronicle, Most Admired CEO (2023)

Atlanta Business Chronicle, 40 Under 40 (2010)

Camigan Microsystems Corporation, Board of Directors

CFA Charterholder

CFA Institute, Future of Finance Initiative, Member & Approved Speaker

CFA Society Atlanta, Member & Course Instructor

CFA Society of the UK, Member

Emory University’s Goizueta Business School, Master of Analytical Finance (MAF) Program, Advisory Board

Georgia Institute of Technology, Quantitative and Computational Finance Program, Guest Lecturer

Journal of Wealth Management, Editorial Board

South African Budget Speech Competition, Winner (1993)

TiE Atlanta, Member and Top Entrepreneur Awards Honoree (2018)

Vistage 151, Member & Top New Vistage Speaker (2019)

The Young Presidents’ Organization (YPO), Member

YPO Global Financial Services Network, Chair of Wealth Management Vertical

A+ Squash, Board of Directors & Founding President

Agnes Scott College, Board of Trustees, Investment Sub-committee Chair, Financial Success Committee Chair

Atlanta Hedge Fund Challenge, Judge

Boys & Girls Clubs of Metro Atlanta, Endowment Committee (Past)

Marcus Autism Center, Supporter

Rotary Club of Atlanta, Board Member, President Elect, 2024-2025, Trustee of Charitable Foundation, Secretary (Past), Membership Chair (Past) 

What was your best business decision?

Walking away from a comfortable position to join Robert Balentine and my other partners to reconstitute Balentine as an independent firm. It was a huge risk for my young family, but the opportunity to start with a clean slate and build a lasting firm to manage client assets the way in which we would want our own capital to be stewarded has been more rewarding than I could have imaged at the time.

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If you weren’t in this business, what would you be doing?

Perhaps teaching in some capacity. Nothing is more rewarding than to help someone finally have that “a-ha!” moment. Having studied theoretical economics and applying those concepts in building my own business, I have developed strong opinions of what the textbooks are missing and how academia can benefit from a practical, entrepreneurial perspective.What keeps you up at night? Differentiating ourselves in a perceived “sea of sameness.” Many people believe that independent Registered Investment Advisers, brokers, trust companies, banks, and even consultants offer the “same thing,” when in fact there are important differences in business models and investment philosophies that influence outcomes. Often people spend more time planning their next vacation than planning their investment future. How do you contribute to Balentine’s global perspective? I was born in South Africa, continued my education in the UK, and began my career in London. My wife is from Augusta, GA, so we “split the difference” and decided to raise our family in Atlanta.