Wealth opens doors.
Our team’s wealth of perspective
guides you through.

“Our experience with Balentine has been extraordinary and exceeded all expectations. We feel fully supported and have the highest level of trust and regard for our Relationship Manager and the team. We feel a genuine and profound connection to the individuals and leadership at Balentine.”
‍- Current Balentine Client

_{Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.}

We believe in the power of collaboration.

At Balentine, we view ourselves as an extension of the families with whom we work. We don’t just do business — we build long-term advisory connections based on trust, expertise, sincerity, and impact. Quite simply, we offer a wealth of perspective.

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We’ve assembled an exceptional team that values relationships as well as results. And with 80% of management having worked together for more than a dozen years, our experience and diversity is an advantage as we conceive new ideas and ultimately work to benefit you.

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“The entire staff at Balentine is available, friendly, willing, and hands-on to address any questions or issues that may arise. The sound advice that I have received has been invaluable.”
‍- Current Balentine Client

_{Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.}

Meet the heart and soul of Balentine.

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Robert Balentine

Emily Balentine Barbour, CFP®

Head of Client Experience

Mark Bell, Ph.D.

Head of Business Advisory and Private Capital Multi-Family Office Investment Strategist

Mike Binnicker, CFP®

Senior Relationship Manager Atlanta Wealth

Reid Brannock, CFP®, CEPA®

Relationship Manager Raleigh Wealth

Lillis Breland, CTFA

Transition Manager

Jon Bristow, CFA

Head of Atlanta Wealth Management

Sophie Burkhardt

Office Coordinator and Administrative Associate Raleigh Office

Relationship Associate Raleigh Wealth

Caroline Caldwell, AWMA

Relationship Analyst

Christina Callesis, MSHRM

Director Human Resources

Administrative Relationship Associate Atlanta Wealth

Senior Relationship Associate Multi-Family Office Team Lead

Adrian Cronje, Ph.D., CFA

Chief Executive Officer

Jenn Cunningham

Senior Executive Assistant, Administrative Team Lead

David Damiani, CFA

Chief Investment Officer and Chief Financial Officer

Jennifer Dangar

Chief Operating Officer

Clifton Dortch, Jr, J.D., LL.M.

Relationship Manager Atlanta Wealth

Joseph Fahey, CFA

Consultant and Senior Family Business Advisor

Administrative and Marketing Associate Raleigh Office

Meredith Fenwick

Marketing Manager

Director Information Technology

IT Support Associate

Jennifer Friberg, CFA

Senior Associate Relationship Manager Atlanta Wealth

Joshua Friedland

Senior Associate Business Advisory and Private Capital

Associate Investment Strategy Team

Senior Relationship Associate, Raleigh Team Lead Raleigh Wealth

Senior Portfolio Analyst Investment Strategy Team

Kacy Howard, CPA, CTFA

Manager Multi-Family Office

Mike Imber, CPA, CFP®, CTFA, AEP®, CEPA, CFT-I®

Wealth Strategist Multi-Family Office

Analyst Business Advisory and Private Capital

Katie Kellogg, aPHR, SHRM-CP

Human Resources Manager

Raj Kheraj, CFA

Senior Associate Multi-Family Office

Relationship Associate Atlanta Wealth

Gabe Lembeck, MBA, CFA

Director Investment Strategy Team

Kurt Lofters, MPA

Director of Institutional Relationships

Office Coordinator and Administrative Associate, Atlanta Office

John Maddison, CFA, CFP®

Head of Financial Planning and Raleigh Office

Administrative Associate Multi-Family Office

Danielle Maurice, MBA

Relationship Associate Raleigh Wealth

Client Service Manager

Associate Relationship Manager Raleigh Wealth

Reporting Associate

Jen Pcholinsky, CFP®, AEP®, CEPA®

Relationship Manager Raleigh Wealth

Michael E. Pearson

Chief Compliance Officer

Senior Executive Assistant Investment Strategy Team

Brittain Prigge, CFA

President and Head of Multi-Family Office

Administrative Associate Atlanta Wealth

Senior Relationship Manager Raleigh Wealth

Mallorie Reynolds, CPA

Director Accounting and Finance

Senior New Accounts Specialist

Sara Rydman Baker, CFP®

Relationship Analyst Atlanta Wealth

Kathryn Sandoval, CFP®, CTFA

Financial Planning Manager

Maggie Sims, CTFA, CFP®

Relationship Manager Atlanta Wealth

Mitchell Spearman

Consultant and Senior Family Legacy Advisor Multi-Family Office

Relationship Associate Atlanta Wealth

Rebecca Stone, CFP®, MBA

Operations Manager Multi-Family Office

Executive Project Manager

Liz Thomas, CFP®

Head of Marketing

Andrea Walker, CFP®, RICP®

Director Client Service & Operations

Reporting Manager

Susie Wang, CFA, SCR

Director Investment Strategy Team

Ben Webb, CFA®

Director Investment Strategy Team

Savanna Westmoreland

Relationship Associate Multi-Family Office

Browse our collection of resources for trustees and consultants.

For trustees juggling many fiduciary responsibilities, there’s a myriad of news and information to constantly unpack. As a plan consultant, you’re likely trying to make that burden a little lighter. Delve deeper into these topics our clients frequently mention, with insights from our knowledgeable Balentine team.

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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.

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.

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.

Atlanta:

3344 Peachtree Road, NE
Suite 2200
Atlanta, GA 30326

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Phone (404) 537-4800
Fax (404) 537-4848

Raleigh:

301 Hillsborough Street
Suite 920
Raleigh, NC 27603

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Phone (984) 355-5200

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