Jaclyn Kireyczyk is Balentine’s Reporting and Compliance Analyst. In this role, she maintains the reporting system and facilitates portfolio performance analysis and client reporting. Prior to joining Balentine, Jaclyn served as an associate at an institutional asset management firm. She was responsible for portfolio accounting and custom performance reporting to fund accounting agents and clients. Additionally, she helped execute client-originated cash and securities directives. Jaclyn began her career at a green-energy technology startup backed by venture capital and private equity investors. Currently, Jaclyn is a Level II Candidate for the CFA certification. In her free time, she also volunteers with LifeLine Animal Project.
BA, Emory University
- EARNEST Partners, Portfolio Operations Associate
- SUNIVA, Executive Assistant
Professional Affiliations & Awards
Chartered Financial Analyst Program, Level II Candidate
LifeLine Animal Project, Volunteer
Why did you choose to come to work at Balentine?
The working environment at Balentine is reflective of the firm’s core values. We work incredibly hard on behalf of our clients and strive for excellence, but we still manage to balance work with family and community involvement.
What inspires you to come to work each day?
My team is inspiring. I’m also inspired by the environment at the firm; it truly feels like a best place to work.
What are the big issues that Balentine and companies like it need to solve to truly benefit the parties they serve?
Transparency and client education—nothing is so complicated that it can’t be explained in relatable terms. The more our clients understand what we do, the more we can help them achieve their goals, and the better they can objectively assess the kinds of help they receive.
If you were abandoned on a deserted island:
What three books would you want to have with you? The Great Gatsby by F. Scott Fitzgerald; The Scarlett Letter by Nathaniel Hawthorne; The Complete Works of Shakespeare
What three CDs?
“Graceland” by Paul Simon, “Settle” by Disclosure, and “Yeezus” by Kanye West
What single creature comfort would you desire most?
My Clarisonic Plus—I like to be well exfoliated!
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