MBA, New York University Leonard N. Stern School of Business (Quantitative Finance)

BA, The University of Georgia, magna cum laude and Phi Beta Kappa (Mathematics)

BMO Capital Markets, Associate Research Analyst

The Home Depot, Senior Financial Analyst & Manager, Demand Planning

Miles Properties, Manager, Financial Planning & Analysis

Mercer, Actuarial Analyst

CFA Charterholder

CFA Society Atlanta, Member

Vistage Emerging Leader Program, Member

Congregation Ariel, Board of Directors & Past Treasurer

CURE Childhood Cancer, Volunteer

What do you consider a necessity in being successful?

Getting up early, procrastinating as little as possible, using your mind as often as possible to keep it fresh, and never assuming that you can’t get better.

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How does your role fit in the big picture of serving clients?

To bring value to clients via prudent capital allocation and quality investment decisions.

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What are the big issues that Balentine and companies like it need to solve to truly benefit the parties they serve?

Eliminating conflicts of interest (which, fortunately, Balentine has already done).

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

The value we put on client satisfaction, knowing that business success will come secondarily from that.

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Who were your heroes growing up?

My grandmother, who escaped Europe just before World War II, as well as Ronald Reagan.