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®

Senior Associate Relationship Manager Raleigh Wealth

Lillis Breland, CTFA

Transition Manager

Sophie Burkhardt

Office Coordinator and Administrative Associate Raleigh Office

Christina Callesis, MSHRM

Director Human Resources

Administrative Relationship Associate Atlanta Wealth

Relationship Associate Raleigh Wealth

Senior Relationship Associate Multi-Family Office Team Lead

Adrian Cronje, Ph.D., CFA

Chief Executive Officer

Jenn Cunningham

Executive Assistant

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

Relationship Associate Raleigh Wealth

Portfolio Analyst Atlanta Wealth

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 Generalist

Raj Kheraj, CFA

Senior Associate Multi-Family Office

Relationship Associate Atlanta Wealth

Gabe Lembeck, MBA, CFA

Director Investment Strategy Team

Office Coordinator and Administrative Associate, Atlanta Office

John Maddison, CFA, CFP®

Head of Financial Planning and Raleigh Office

Administrative Associate Multi-Family Office

Bradley Martin, CPWA®

Head of Atlanta Wealth Management

Danielle Maurice, MBA

Relationship Associate Raleigh Wealth

Client Service Manager

Associate Relationship Manager Raleigh Wealth

Jennifer Pcholinsky, CFP®, AEP®, CEPA®

Senior Associate Relationship Manager Raleigh Wealth

Michael E. Pearson

Chief Compliance Officer

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

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.

View more insights

A Path to Normalcy

Each quarter, our Investment Strategy Team reflects on what's happened in the economy and markets, shares what we're paying attention to for the quarter ahead, and gives our take on why it matters to investors. In Q3, we believe markets are finally headed back to normal after several unusual years post-pandemic. Read more in our Market & Economic Report.

How Can Getting Clear On Your Purpose Improve Your Company?

Adrian Cronje defines purpose as a deep sense of motivation and appreciation for your work. In his latest article for FastCompany, he shares that clarifying your purpose and sharing it with your team can sharpen your company’s vision and strategy and strengthen relationships with clients and employees.

Five Ways to Stay Grounded During Election Season

Though it can be tempting to try to anticipate the impact of elections on your investment portfolio, we believe the election will have a limited impact on the stock market 12 months from now. In this article for Inc., David Damiani explains why - and offers five tips for keeping a cool head and a steady hand.

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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