Bob Reiser, MBA, CFA is a Senior Investment Advisor to Balentine’s Investment Strategy Team. Bob brings nearly 50 years of investment experience and knowledge to the firm. In 1971, Bob joined Montag & Caldwell, where he was executive vice president before founding Reiser Associates, an investment management and consulting firm, in 1981. Reiser Associates was acquired by Balentine & Company in 1998, and Bob became Balentine & Company’s Chief Investment Officer. He was also CIO of Wilmington Trust Investment Management. Bob is involved in a number of civic and philanthropic activities. He currently serves as life director of the Alliance Theatre, treasurer and trustee of Oglethorpe University, and trustee of the John H. and Wilhelmina D. Harland Charitable Foundation.
- BA, Weslyan College
- MBA, University of Chicago
Professional Affiliations & Awards
- Atlanta Society of Finance and Investment Professionals, Board of Trustees, President (Past)
- CFA Charterholder
- Leadership Atlanta, Graduate
- Alliance Theatre, Life Director
- Atlanta Botanical Garden, Life Director
- John H. and Wilhelmina D. Harland Charitable Foundation, Board of Trustees
- Oglethorpe University, Board of Trustees, Treasurer
- Georgia State University Foundation, Board of Trustees, Chairman (Past)
- Reinhardt College, Board of Trustees (Past)
- Woodruff Arts Center, Board of Trustees (Past)
Why did you choose to come to work at Balentine?
I started my own investment firm in 1982. Robert started his investment firm in 1987. We kept up over the years and served on several boards together, including Reinhardt College. I sold my firm to Balentine & Company in 1998 and became Chief Investment Officer, so I have worked with Balentine for nearly 20 years. However, my first association goes way back; I actually hired Robert’s brother to paint my house when he was a teenager!
How did you get involved in this business?
I had the opportunity at the University of Chicago to be involved in the first set of studies of returns from the New York Stock Exchange, which were published in 1965. Before that, we had no documented record of how the returns from stocks really played out except for the Dow Jones Industrial Average. The Chicago study basically took every stock on the NYSE from 1926 forward and came up with expected returns, and for the first time we had statistics that gave us a better handle on how returns were earned and how risk could be measured. That development was the creation of the consulting business; before that, there was no such thing as an investment consultant.
What do you think makes Balentine different from other wealth management organizations?
What you really have here is a group of people whose focus is doing the right thing for the client. Employees tend to have their nose to the grindstone and stay focused on completing activities at the highest-quality that they can achieve. The other thing that the firm is focused on is community involvement. This is a passion of mine, and I’m a big believer that people should be out working in the community. It’s encouraged here—the firm wants people to be involved in the community and to be out there giving back.
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