Biography
James Yost | Balentine Associate Relationship Manager

James Yost

James Yost, CFP®, CAIA® is an Associate Relationship Manager at Balentine. Prior to joining Balentine, James spent four years at Aon Hewitt, most recently as an investment consultant, providing direct support for client teams exceeding $20 billion in assets under advisement. James is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Alternative Investment Analyst (CAIA). James graduated cum laude with a Bachelor of Business Administration in finance from the University of Georgia. During his time at UGA, he participated in the Terry College of Business study abroad program at the University of Oxford. In his spare time, he enjoys teaching financial literacy courses in the low-income, high-potential communities of Metro Atlanta.

Education

BBA, University of Georgia, cum laude (Finance)

Professional Experience

Aon Hewitt, Consultant

Professional Affiliations & Awards

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Alternative Investment Analyst Charterholder
  • Financial Planning Association of Georgia, Member
  • Serendipity Labs Toastmasters, President

Community Involvement

  • Financial Planning Association of Georgia, Pro Bono Planner
  • Warrick Dunn Charities, Advisory Council Member
  • Atlanta Community Food Bank, Volunteer
  • Community Sustainability Enterprise, Volunteer

Q&A

Why did you choose to come to work at Balentine?

I could tell immediately after meeting the team that this would be a great place to work. I agree philosophically with Balentine’s investment platform and with the conflict-free model.

What was your hardest lesson learned and how did you learn it?

I did a sloppy and incomplete job of pulling a neighbor’s weeds when I was 10. He called my mom and made me come back the next day to finish the job. I learned to follow through on my commitments or else suffer the consequences!

What inspires you to come to work each day?

I am inspired by knowing that the work I do will have a tangible, positive impact on this company.

Where is the most exotic place you have ever been?

I have hiked to the top of a mountain peak called Montserrat near Barcelona in Spain.

If you weren’t in this business, what would you be doing?

I would have tried to be an engineer since I’ve always enjoyed figuring out how things work.

What didn’t we ask that we should have in order to really know you?

On a scale of 1-10, how awesome is your Australian Shepherd, Gumbeau? 10

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