Mark Petrone is a Senior Relationship Associate supporting relationship managers in Balentine’s Raleigh office. He is also a member of Balentine’s Technology Committee. Prior to joining Balentine, Mark worked as a portfolio strategist specialist at First Citizens Wealth Management in Raleigh. Before that, he served as a summer analyst at Sandler O’Neill + Partners in New York City. In his free time, Mark volunteers at a local fire department and EMS agency. Mark is an alumnus of North Carolina State University, where he majored in business administration with a concentration in finance and minored in accounting and economics. Mark is a Level II candidate for the Chartered Financial Analyst program.
BS, North Carolina State University (Business Administration)
- First Citizens Wealth Management, Portfolio Strategist Specialist
- Sandler O’Neill + Partners, Summer Analyst
Professional Affiliations & Awards
Chartered Financial Analyst (CFA) Program, Level II Candidate
Northern Wake Fire Department, Volunteer Firefighter
Why did you choose to come to work at Balentine?
Balentine has an incredible culture. The team-focused environment coupled with a conflict-free business model showed me that Balentine truly puts clients’ interests first.
What was your best business decision?
My decision to come to Balentine. Balentine represents everything that I stand for and what I would want in my own wealth advisor.
What do you like to do in your down time away from work?
I spend a lot of my free time volunteering at a local fire department and EMS agency. While in college, I took the opportunity to follow that childhood dream, and I have enjoyed every minute of it.
Where is the most exotic place you have ever been?
I visited a few cities in China when I was in high school. While in Xian, China, I was able to see the Terracotta Soldiers; that was an experience that I will never forget.
Looking for guidance in managing your wealth? Balentine is committed to providing the education and advice our clients need to realize their goals.