Balentine
Balentine is a majority employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. We provide financial planning and investment management services for business owners and their families. For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. We have been recognized locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients. The opinions expressed herein are those of Balentine, LLC (“Balentine”) and are subject to change without notice. Balentine social media posts are provided for information purposes only and should not be considered investment advice or recommendation to purchase or sell any particular security, product or service. Balentine posts are based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results. Balentine does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Balentine’s social media sites. Any comments or opinions posted by another user should be attributed to that user and not Balentine. Balentine, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. Please read important disclosures here:
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Verified contacts
75
available on Kipplo
LinkedIn employees
102
51 to 200 range
Open roles
8
across 2 depts
Distinct roles
50
indexed titles
Tech stack
4
tools in use
Monthly traffic
912
organic / mo
Hiring · 8 open positions across 2 departments
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Decision-makers and verified team members
75 contacts with verified email or phone · masked until revealed.
- CC
Christina Callesis
Director of Human Resources · Human Resources
EmailPhone - EB
Emily Barbour
Principal · Finance & Accounting
EmailPhone - EC
Emily Cornell
Senior Relationship Associate, Multi-family Office Team Lead · Finance & Accounting
EmailPhone - JM
John Maddison
Partner and Head of Financial Planning · Finance & Accounting
EmailPhone - KL
Kurt Lofters
Director of Institutional Relationships · Other
EmailPhone - SW
Susie Wang
Director, Investment Strategy Team · Finance & Accounting
EmailPhone - AS
Alexa Svensson
Executive Project Manager · Operations
EmailPhone - CD
Clifton Dortch
Relationship Manager · Sales & Business Development
EmailPhone - JW
Joshua Wallace
Reporting Manager · Finance & Accounting
EmailPhone
Showing 9 of 75 verified contacts
Top roles at Balentine
50 distinct titles indexed · top 10 shown.
- 7relationship manager
- 5relationship associate
- 4administrative associate
- 3principal
- 2director of manager selection and implementation
- 2executive project manager
- 2marketing manager
- 2multi-family office wealth strategist
- 1, -,
- 1account service associate
- +40more titles
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