Robert Balentine

About Robert Balentine

Robert Balentine is Chairman of Balentine and author of First Generation Wealth: Three…

Experience

1. Chairman

   Balentine

   Dec 2009 — Present

   Balentine is a privately held wealth management firm focused on solving problems for entrepreneurs and families. Our deeply experienced team is dedicated to providing peace of mind and performance to clients who need help simplifying their lives and navigating the ever-growing complexities of wealth. We provide objective counsel—which means that we have no other agenda than your best interests. We do not offer proprietary products, just sound, objective advice. Through our goals-based approach, we seek to protect your wealth and preserve family values. If you are looking for a firm that is passionate about doing the right thing and helping people make smart financial decisions we might be a good fit. We work with you to understand your aspirations, goals and needs, which sets the stage for a collaborative working relationship where success is defined in your terms. Balentine has been named one of the \"50 Fastest Growing RIAs\" by Forbes, a \"Best Place to Work in Money Management\" by Pensions & Investments, one of \"Atlanta\'s Best Places to Work\" by the Atlanta Business Chronicle, a \"Premier Advisor\" both in Georgia and nationally by NABCAP, and a \"Southeastern Success Story\" by InvestmentNews.

Education

• Washington and Lee University

  BA, French

  1975 — 1979

Skills

• Securities
• Venture Capital
• Financial Modeling
• Wealth Management Services
• Executive Management
• Investment Advisory
• Asset Management
• Asset Allocation
• Strategic Financial Planning
• Wealth Management
• Asset Managment
• Financial Planning
• Mutual Funds
• Hedge Funds
• Private Equity
• Investments
• Trading
• Investment Management
• Portfolio Management
• Equities
• Due Diligence
• Investment Strategies
• Risk Management
• Alternative Investments
• Investment Banking