Life at Balentine: 2016-17 in Review
If one were to categorize life at Balentine, he or she might say that we work hard for our clients, 专注于我们的行业, and manage to have a little bit of fun, 太!
Balentine employees are highly involved in industry and peer-group organizations. Speaking engagements range from Head of Relationship Management 布里顿·普里格的主题讨论会 at the 《博天堂注册地址》 Top Independent Women’s Summit to Chief Compliance Officer Erica Farber speaking about the complex world of compliance at the Pershing Advisor Solutions INSITE conference, and everything in between! Five partners are currently involved in Vistage, CEO同行团体, and CIO Adrian Cronje has traveled across the country to speak to its members.
Client Service Manager Emily Barbour is a 2016-17 graduate of The Philanthropic Advisor Leadership Institute (巴利语), and Associate Relationship Manager Mike Binnicker was just accepted into the upcoming class. 巴利语, a collaboration between the Community Foundation for Greater 亚特兰大, the Jewish Federation of Greater 亚特兰大, and the United Way of Greater 亚特兰大, 提供金融, 法律和一个ccounting professionals with educational opportunities to better incorporate charitable planning into their professional practices. 另外, CFO David Damiani is an active member of the CFA Institute, frequently judges college stock pitch competitions, and is a popular guest lecturer at the University of Georgia’s Terry College of Business.
Balentine is grateful to have received many industry awards over the past year, including:
- 《博天堂注册地址》 Top Advisors State by State – Robert Balentine (2017)
这是连续第三年了, 《博天堂注册地址》 named Robert Balentine one of the country’s best financial advisors.
- 《博天堂注册地址》 Top 100 Independent Wealth Advisors – Robert Balentine (2016)
这是连续第三年了, Robert Balentine was named one of 《博天堂注册地址》 Top 100 Independent Wealth Advisors. He was the highest-ranked advisor from the Southeast in this annual ranking of the nation’s top independent advisors.
- 金融时报》 300 Top Registered Investment Advisors (2016)
这是连续第四年了, the 金融时报》 named Balentine one of the Top 300 Registered Investment Advisors. The list recognizes top independent RIA firms from across the Unites States.
- 《博天堂注册》 America’s Top Wealth Advisors – Robert Balentine (2016)
Robert Balentine was named one of the country’s Top Independent Wealth Advisors by 《博天堂注册》 in the publication’s inaugural list. 根据shake研究, 福布斯排行榜背后的公司, 超过11,000 nominations were received for this listing and more than 4,000名顾问被邀请申请.
- Investment新闻 最佳实践奖(2016)
Balentine was named a winner of Investment新闻’ 2016 Best Practices 奖, an initiative that recognizes the top-performing and most innovative firms in the financial advice industry. Balentine was one of 12 firms across the country to receive this honor.
- 养老金 & 投资 Best Places to Work in Money Management (2016)
这是第三次，退休金 & 投资 named Balentine one of its Best Places to Work in Money Management. Balentine placed second among firms with fewer than 50 employees.
Balentine maintains an emphasis on continuing education. We host weekly all-firm meetings where any member of the firm can give a presentation on a topic of his or her choosing, from work/life balance and organizational tips, to how to conduct business in different cultures. Employee events are varied, representing the diverse interests and backgrounds of our staff. Recent events have included a family pool party, 游览亚特兰大环线和一个 tailgate to cheer on the 亚特兰大 Falcons 在超级碗之前.
Perhaps the most popular event was our inaugural “Balentine嘘声!” event founded by Marketing Associate Katie McClanahan. The festivities included a pumpkin hunt, pumpkin decorating, and trick-or-treating around the office. Family members and staff of all ages had a great time celebrating Halloween. Finally, Balentine has just completed the first year of its "月度厨师"节目, founded by Client Service Associate Liz Smith. Each month, an employee prepares a dish and shares the recipe. Many have used this as an opportunity to share their heritage, as dishes have included 南非bobotie, vinegret from the Republic of Moldova, 西班牙馅饼，希腊pastitsio，和 Hamantashen to celebrate the Jewish holiday of Purim. Almost all firm activities involve embracing community, 在多元文化中分享, and getting to know and appreciate each other’s backgrounds.
Looking for guidance managing your wealth? Balentine is committed to providing the education and advice our clients need to realize their goals.