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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Danielle Bailey, MBA

Relationship Associate

Emily Balentine Barbour, CFP®

Executive Vice President

Partner

Berry Battey, AWMA®

Senior Associate Relationship Manager

Partner

Erin Beasley, SHRM-SCP

Head of People and Culture

Partner

Mark Bell, Ph.D.

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

Partner

Reid Brannock, CFP®, CEPA®

Administrative Associate

Partner

Maria Butler

Senior Client Service Associate

Partner

Caroline Caldwell, AWMA

Associate Relationship Manager

Partner

Claire Carter

Senior Relationship Associate

Partner

Adrian Chastain, CFE, SCMP™

Client Service Associate

Partner

Emily Cornell

Senior Relationship Associate, Team Lead Multi-Family Office

Partner

Adrian Cronje, Ph.D., CFA

Chief Executive Officer

Partner

Jenn Cunningham

Senior Executive Assistant, Administrative Team Lead

Chief Investment Officer

Partner

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

Senior Family Business Advisor

Partner

Jamie Fausnaugh

Administrative Associate

Partner

Meredith Fenwick

Senior Marketing Manager

Manager Business Advisory and Private Capital

Partner

Matt Gilbert, CFA

Senior Associate Investment Strategy Team

Partner

Victor Gitau

Associate Relationship Manager

Client Service Manager

Partner

Juwon Hill, MS, CFP®

Senior Portfolio Analyst Investment Strategy Team

Partner

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

Wealth Strategist Multi-Family Office

Partner

Michael Jin

Senior Analyst Business Advisory and Private Capital

Partner

Katie Kellogg, SHRM-CP

People and Culture Manager

Partner

Kristen Kepler

Receptionist & Executive Assistant

Partner

Hannah Kim

Senior Relationship Associate

Partner

Kurt Lofters, MPA

Director of Institutional Relationships

Partner

Keara Lynn

Private Capital Operations Associate

Partner

John Maddison, CFA, CFP®

Head of Wealth Management

Relationship Associate

Associate Relationship Manager

Jen Pcholinsky, CFP®, AEP®, CEPA®

Relationship Manager

Partner

Michael E. Pearson

Chief Risk & Compliance Officer

Principal

Partner

Sovannary Peou

Senior Executive Assistant Investment Strategy Team

Partner

Manuela Queliz

Senior Administrative Associate

Partner

Sanjiv Rai

Director of Enterprise Technology and Innovation

Partner

Matt Raines

Senior Relationship Manager

Partner

Luke Roberson

Associate Relationship Manager

Partner

Alycia Ruge

Senior New Accounts Specialist

Partner

Kathryn Sandoval, CFP®, CTFA

Financial Planning Manager

Partner

Mitchell Spearman

Senior Family Legacy Advisor Multi-Family Office

Partner

Rebecca Stone, CFP®, MBA

Client Operations Manager Multi-Family Office

Relationship Associate

Partner

Taylor Troup

Administrative Associate and Office Coordinator

Partner

Robert Vann, J.D.

Senior Relationship Manager

Head of Public Markets Investment Strategy Team

Partner

Ben Webb, CFA

Head of Private Markets Investment Strategy Team

Partner

Amelia Wilson

Relationship Associate

Partner

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.

View more insights

Don’t Mistake Wealth for Legacy

Robert Balentine has spent his career advising families on wealth and legacy. He's also lived it himself: he built a firm with his father, sold it, then walked away to start over independently when staying meant compromising his beliefs. In this Worth feature, he shares why he legacy is measured by the values you protect, not the wealth you accumulate.

You Sold the Company, Now What?

Adrian Cronje, Ph.D., CFA, explores the emotional identity shift that often follows a successful business sale and offers five ways founders can move forward with clarity and purpose.

Balentine Names Emily Balentine Barbour to Executive Vice President and Names Two New Partners

Balentine promotes Emily Balentine Barbour, CFP® to Executive Vice President, and Matt Raines and Ben Webb, CFA, to Partner.