Member Since 2022
Experienced chief executive officer and founding partner in investment consultancy and fund management for the last several years. I have worked with different types of fund structures including public/private investments, strategic planning, family offices and more. Skilled in asset management (portfolio construction & analysis), equities (private equity), statistics strategies as well as other investment products. Strong entrepreneurship professional graduated from NMBU Zrich (Master Program - Financial Studies), Author of First Generation Wealth: Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy.
You sense it’s time to think about selling, and you need to clear the dollar signs from your eyes and think about your prospects. What are the most important considerations?
It’s been said that legacy is planting a seed in a garden that you’ll never get to tend. What seed will you plant in 2023?
Balentine is an 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. Balentine has been recognized both locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients. We have been named to Barron’s “Top 100 Independent Wealth Advisors,” Financial Times' “300 Top Registered Investment Advisors,” and Pensions and Investments’ “Best Places to Work in Money Management,” among others. 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.