Balentine Press Releases - EIN Presswire - Press Release Distribution Service

Published on August 18, 2026 - 16:07 GMT

Balentine Expands Business Advisory Capabilities With Acquisition Of Valuation Growth Advisory

Tom Matthesen joins as Head of Business Advisory, expanding Balentine's distinctive approach to serving entrepreneurs and business owners ATLANTA, GA, UNITED STATES, August 18, 2026 /⁨EINPresswire.com⁩/ -- Balentine, an independent wealth management …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on July 27, 2026 - 16:19 GMT

Balentine Names Emily Balentine Barbour to Executive Vice President and Names Two New Partners

Independent wealth management firm announces advancement of Emily Balentine Barbour to Executive Vice President; promotes Matt Raines and Benn Webb to Partner ATLANTA, GA, UNITED STATES, July 27, 2026 /⁨EINPresswire.com⁩/ -- Balentine, an independent …

Distribution channels: Banking, Finance & Investment Industry ...

Published on December 4, 2025 - 19:20 GMT

Balentine Names Michael E. Pearson as Principal

Chief Compliance Office Michael E. Pearson Named as Principal at Balentine ATLANTA, GA, UNITED STATES, December 4, 2025 /⁨EINPresswire.com⁩/ -- Balentine, an independent wealth management firm with offices in Atlanta and Raleigh, announces that Chief …

Distribution channels: Banking, Finance & Investment Industry ...

Published on December 4, 2025 - 19:14 GMT

Balentine Names Third Generation Leader Emily Balentine Barbour as Partner

Emily Balentine Barbour represents the third generation of the Balentine family to serve clients as a wealth manager. ATLANTA, GA, UNITED STATES, December 4, 2025 /⁨EINPresswire.com⁩/ -- Balentine, an independent wealth management firm based in Atlanta …

Distribution channels: Banking, Finance & Investment Industry ...

Published on November 20, 2025 - 17:20 GMT

Balentine Names Robert Vann, Jr. Senior Relationship Manager, Multi-Family Office

ATLANTA, GA, UNITED STATES, November 20, 2025 /⁨EINPresswire.com⁩/ -- Balentine announces that Robert (Robby) Vann, Jr. has joined the boutique wealth management firm as Senior Relationship Manager leading the Multi-Family Office team. In this new role, …

Distribution channels: Banking, Finance & Investment Industry ...

Published on September 26, 2025 - 15:55 GMT

Balentine Announces Winner of Inaugural Balentine Prize at 2025 Atlanta Art Fair

Atlanta Native and Nashville-based Artist Caroline Allison Recognized for Book of Hours (Nones) ATLANTA, GA, UNITED STATES, September 26, 2025 /⁨EINPresswire.com⁩/ -- Balentine, an Atlanta-based boutique wealth management firm, established the Balentine …

Distribution channels: Culture, Society & Lifestyle ...

Published on August 7, 2025 - 16:34 GMT

Balentine Names John Maddison Head of Wealth Management, Advancing Unified Client Experience

Maddison's new role ensures that every client benefits from the firm’s ensemble customer experience approach and shared suite of tools, insights, and expertise RALEIGH, NC, UNITED STATES, August 7, 2025 /⁨EINPresswire.com⁩/ -- Balentine, the …

Distribution channels: Banking, Finance & Investment Industry ...

Published on February 13, 2025 - 01:02 GMT

Balentine Strengthens Succession Planning with Three New Principals

Balentine has bolstered its leadership with new principals in both the Atlanta and Raleigh offices of the boutique wealth management firm. ATLANTA, GA, UNITED STATES, February 12, 2025 /⁨EINPresswire.com⁩/ -- Balentine, a leading independent wealth …

Distribution channels: Banking, Finance & Investment Industry ...

Published on February 6, 2025 - 22:26 GMT

Jon Bristow Named Head of Atlanta Wealth at Balentine

A wealth management pro with deep experience in building family offices and strong relationships has joined the boutique wealth management firm. ATLANTA, GA, UNITED STATES, February 6, 2025 /⁨EINPresswire.com⁩/ -- Balentine, a boutique wealth management …

Distribution channels: Banking, Finance & Investment Industry ...

Published on June 25, 2024 - 12:15 GMT

Balentine CEO Adrian Cronje Helms Rotary Club of Atlanta as 2024-2025 President

Adrian Cronje, CEO of Balentine, will lead the Rotary Club of Atlanta for 2024-25 with a promise to "engage and Impact, as only Atlanta Rotary can." ATLANTA, GEORGIA, USA, June 25, 2024 /⁨EINPresswire.com⁩/ -- Balentine’s Chief Executive Officer …

Distribution channels: Business & Economy ...

Published on March 15, 2024 - 13:15 GMT

Balentine Names Liz Thomas Head of Marketing

As Balentine continues rapid growth, Liz will ensure the firm's core values stay at the forefront of communications, public relations, and online presence. ATLANTA, GEORGIA, UNITED STATES, March 15, 2024 /⁨EINPresswire.com⁩/ -- Balentine, an …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on July 25, 2023 - 16:45 GMT

"First Generation Wealth" by Robert Balentine & Adrian Cronje Receives Nautilus Book Award

New Book Written by Entrepreneurs for Entrepreneurs Focuses on How to Build, Maintain, and Leave a Lasting Legacy ATLANTA, GEORGIA, UNITED STATES, July 25, 2023 /⁨EINPresswire.com⁩/ -- Authors and seasoned entrepreneurs Robert Balentine and Adrian Cronje …

Distribution channels: Banking, Finance & Investment Industry, Book Publishing Industry ...

Published on June 1, 2023 - 15:41 GMT

Balentine's New Office Space Accommodates Growth, Prioritizes Employee and Client Experience

RALEIGH, NC, UNITED STATES, June 1, 2023 /⁨EINPresswire.com⁩/ -- Balentine, an independent wealth management firm advising on over $6.5 billion of assets, announces a new address and office space for its Raleigh team to accommodate its continued growth. …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on May 4, 2023 - 16:15 GMT

Balentine Names COO Jennifer Dangar as Partner

ATLANTA, GEORGIA, UNITED STATES, May 5, 2023 /⁨EINPresswire.com⁩/ -- Balentine, an independent wealth management firm based in the Southeast, recently announced Jennifer Dangar as its newest Partner. The firm has grown to more than $6.5 billion in assets …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on May 4, 2023 - 15:43 GMT

Balentine Names Emily Balentine Barbour, Michael B. Binnicker, Gabe Lembeck, and Ben Webb as Principals

Leading wealth management firm focuses on capacity for future growth, encouraging innovation while staying grounded in its core approach ATLANTA, GEORGIA, UNITED STATES, May 4, 2023 /⁨EINPresswire.com⁩/ -- Balentine, an independent wealth management firm …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on April 25, 2023 - 13:32 GMT

Balentine Expands Business Advisory Services, Adds Joe Fahey as Senior Family Business Advisor

ATLANTA, GA, UNITED STATES, April 25, 2023 /⁨EINPresswire.com⁩/ -- Balentine, an independent wealth management firm focused on serving entrepreneurs and their families, announces an expansion of Business Advisory Services with the appointment of Joe Fahey …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...