Jon Bristow, CFA is Balentine’s Head of Atlanta Wealth. Jon, a 25-year veteran of the financial services industry, spent 15 of those years working for AllianceBernstein and Bank of New York Mellon. At these institutions, he developed objective-driven wealth management skills focused on creating investment and planning strategies to help families achieve their financial goals. Before joining Balentine, Jon built a new family office for a successful technology business founder. His primary responsibility was to construct a family office that represented the family’s goals, mission, and values. Jon oversaw the strategy and implementation of trust and estates, tax, philanthropy, and investment strategies across all aspects of the family's financial lives. Further, he created a formalized structure for the family office through partnerships with tax, investment, and legal partners. Jon is a CFA Charterholder. He holds a Bachelor of Science degree from Wingate University and an MBA with a finance specialty from Florida Atlantic University.

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