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Your Core Team
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A deep team to guide you on your journey
Working with Balentine means working with all of us.
Peruse our recent perspectives
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Global economy and markets
How Have Trump Administration Policies Impacted Investment Strategy?
While policy shifts can drive short-term market volatility, history shows that long-term trends tend to remain steady. In this article for Family Wealth Report, David Damiani and other chief investment officers shared their insights.
Press
Balentine Strengthens Succession Planning with Three New Principals
Matt, Mallorie and Liz represent the next generation of leadership at Balentine. Their elevation to Principal reflects their individual achievements and Balentine’s investment in the future.
Press
Jon Bristow is Balentine's Head of Atlanta Wealth
With over 25 years of financial expertise, Jon will lead efforts to strengthen client relationships and provide tailored wealth management solutions for families and entrepreneurs.
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A Landmark Year
In 2024, we celebrated our 15th anniversary, deepened the guidance we provide to clients, and announced a partnership that will help our firm last for generations. Read more in our 2024 Year In Review.
A book makes the best gift.
If you have someone in your life whom you'd like to gift our book First Generation Wealth, please let us know. We will be glad to send you a complimentary copy to share.
How can we improve your experience?
We take seriously our responsibility to guide your wealth journey. Emily Barbour's role is to continuously enhance your experience. If you have anything to share—whether it is something you've appreciated, a question, or an idea for improvement—please let us know.
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