Balentine Makes Key Promotions to Bolster Service Offerings
ATLANTA, Dec. 9, 2022 /PRNewswire/ -- Balentine, an independent wealth management firm advising on more than $6 billion of assets, has doubled its assets under management in the last four years, increased employee headcount by 50% in the last three years, and plans to take additional office space in 2023 — all despite market headwinds. Amidst these exciting advances, it has made the following key promotions to bolster its service offerings: David Damiani, CFA to Chief Investment Officer, Rob Ragsdale CFP®, AIF® to Head of Institutional Relationships, and Emily Barbour, CFP® to Head of Client Experience.
- Amidst these exciting advances, it has made the following key promotions to bolster its service offerings: David Damiani, CFA to Chief Investment Officer, Rob Ragsdale CFP, AIF to Head of Institutional Relationships, and Emily Barbour, CFPto Head of Client Experience.
- David Damiani, CFA, a founding partner of Balentine, assumes the Chief Investment Officer role after three years as Deputy CIO.
- "Balentine's investment process has been built on a foundation of a model-driven, repeatable approach," said CEO Adrian Cronje, Ph.D., CFA.
- About Balentine: Balentine provides entrepreneurs and their families with conflict-free advice and sophisticated wealth management solutions that provide peace of mind.