John Maddison

About John Maddison

Collectively, my partners and I have faced many of the same issues other entrepreneurs and business owners face—the fear (and excitement) of taking that leap of faith to start something new with a big financial bet, the pros and cons of outside investment (and strategies for buying back minority investors), preparing for an exit, considerations between taking cash and stock in a sale, and succession planning-which makes my firm well suited to advise other business owners and entrepreneurs seeking to make more informed financial decisions. For most of my career I have advised entrepreneurs, corporate executives, affluent families and institutional investors. Along the way I worked in a number of entrepreneurial settings. I helped build a new industry vertical for a VC-funded technology-enabled platform for conducting professional learning (Gerson Lehrman Group / GLG), and more recently I was part of the founding team for a new digital bank serving Canadians with US banking needs (RBC Bank). From a professional standpoint, I\'m very involved in the CFA Society North Carolina, for which I served two terms as President. I am a member of the Council for Entrepreneurial Development\'s (CED) Board of Directors and YMCA of the Triangle\'s Finance Committee and Investment Committee. Additionally, I served in leadership roles at my church as a member of the Vestry and Finance Committee, and remain a member of the Investment Committee. My desire to make a major impact on the lives of others stems from growing up the son of a local CPA. On more than one occasion I attended funerals for his clients where members of the family came up and told me how much they valued his advice, especially in the later years. That touched me deeply and drives me today in my present role helping families achieve their financial goals.

Experience

1. Partner and Head of Financial Planning

   Balentine

   May 2014 — Present · Raleigh-Durham, NC, US

   Balentine provides wealth management advisory solutions to entrepreneurs and HNW families. We help our clients simplify their financial lives and achieve their goals with the least amount of risk required through a transparent, conflict-free and proven investment process. Balentine was founded in 2009 and is a partner-owned, SEC Registered Investment Advisory (RIA) firm headquartered in Atlanta, GA with an office in Raleigh, NC.

Education

• UNC Kenan-Flagler Business School

  MBA, Investment Management and Finance

  2005 — 2007

• The University of North Carolina at Chapel Hill

  Bachelor of Science, Business Administration

  1997 — 2001

Skills

• Corporate Finance
• Financial Analysis
• Portfolio Management
• Asset Management
• Wealth Management
• Banking
• Financial Modeling
• Capital Markets
• Investment Management
• Financial Services
• Valuation
• Investments
• Financial Planning