Balentine Employee Directory

Financial ServicesUnited States51-200 Employees

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: https://www.balentine.com/disclosures

Find Balentine employees' phone numbers or email addresses

Balentine Global Highlights

Location
Employees

North America
111

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  • United States Of America
    111

Asia
1

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  • Indonesia
    1

Balentine's Leadership

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    A. C.
    Chief Executive Officer And Founding Partner
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    R. B.
    Chief Executive Officer And Chief Investment Officer And Founding Partner
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    M. P.
    Chief Compliance Officer
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    J. D.
    Chief Operating Officer
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    J. L.
    Vice President Of Technology And Engineering
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    J. A.
    President And Founding Partner
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    M. B.
    Head Of Private Capital And Family Office, Partner
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    J. B.
    Head Of Atlanta Wealth
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Contact profiles from Balentine

Name
Title
Contact Info
Location
Last Update
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    M. B.
    Head Of Private Capital And Family Office, Partner
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    United StatesGeorgia
    Nov 07, 2025
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    A. C.
    Chief Executive Officer And Founding Partner
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    United StatesGeorgia
    Oct 22, 2025
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    R. B.
    Chairman
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    United StatesGeorgia
    Sep 11, 2025
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    J. M.
    Partner And Head Of Financial Planning
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    United StatesNorth Carolina
    Oct 16, 2025
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    M. P.
    Chief Compliance Officer
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    United StatesGeorgia
    Oct 21, 2025
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    D. D.
    Partner And Chief Financial Officer
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    United StatesGeorgia
    Oct 17, 2025
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    J. D.
    Chief Operating Officer
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    United StatesGeorgia
    Mar 21, 2024
  • Stylized image of a person
    A. D.
    Business Owner
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    Oct 22, 2024
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    J. A.
    President And Founding Partner
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    United StatesGeorgia
    Apr 24, 2025
  • Stylized image of a person
    R. B.
    Chief Executive Officer And Chief Investment Officer And Founding Partner
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    Oct 22, 2024

Frequently Asked Questions

What is Balentine known for?

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Balentine was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 3344 Peachtree Road, Suite 2200 Atlanta, GA 30326, US; you can contact the main corporate office by phone at . Explore Balentine's company overview page for more information.

What is Balentine's most common email format?

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Balentine employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Balentine email formats with LeadIQ.

How many employees does Balentine have currently?

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Balentine has approximately 102 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Balentine's key employees and leadership?

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As of October 2025, Balentine's key employees include:

  • Chief Executive Officer And Founding Partner: A. C.
  • Chief Executive Officer And Chief Investment Officer And Founding Partner: R. B.
  • Chief Compliance Officer: M. P.
  • Chief Operating Officer: J. D.
  • Vice President Of Technology And Engineering: J. L.

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