MS, Georgia State University (Finance)

BA, Georgia State University

Wilmington Trust Company, Vice President & Senior Investment Advisor

Mercer Investment Consulting, Senior Associate & Consultant

Advent Software, Senior Consultant & Project Manager

Credit Suisse Asset Management, Assistant Vice President & Senior Equities Trader

Atlanta Business Chronicle, 2024 CFO of the Year Award

CFA Charterholder

CFA Institute, Member

CFA Society Atlanta, Member

CFO Leadership Council, Board of Directors

Vistage, Member

BlackRock’s RIA CIO Advisory Council

Christian City, Advisory Board Member

Cognia, Investment Committee Member

Knights of Columbus, Member

University of Georgia, Terry College of Business Finance Board

How and why did you get into this business?

I was drawn to this industry as a senior in high school watching the 1987 crash unfold. I was fascinated by what drove this machine called the market and wanted to know how it worked. While it is a centuries old mechanism, it is perhaps the purest form of capitalism in existence, and I saw “Wall Street” as an immediate way to convert hard work and knowledge into reward.

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What was your best business decision?

To help found Balentine as an equity partner in December 2009.

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Why did you choose to come to work at Balentine?

Despite the economic and market malaise at the time, it was a great risk-adjusted decision. As a founding partner, I enjoy having control of my own destiny, leaving an old guard traditional bureaucracy to participate in building a firm with people I truly like.

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Why does Balentine exist?

Balentine exists to provide clients with a better alternative to managing all matters financially related and to develop, grow, and empower employees to become future leaders.

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What do you think makes Balentine different from other wealth management organizations?

Our level of commitment. Passion is not just a word. I see it every day in the effort and emotion folks bring to their work.

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What inspires you to come to work each day?

I love what I do. I have the latitude to execute/implement strategy, I know that my voice will be heard, and I appreciate the support I receive from my colleagues.