Balentine Exp和s 家庭办公室 Offering with Key Appointment
Powerhouse Leader in 博天堂注册地址管理 & Thought Leadership Joins Balentine as Part of Aggressive Growth Strategy
亚特兰大,克.A. — Balentine announced today it’s exp和ing its suite of services with the appointment of 马克贝尔,Ph值.D., as Head of 家庭办公室 博天堂注册 和 Private Capital. A fixture of the 亚特兰大 business community, Bell brings deep experience in asset management, 私人资本, family office management.
“It takes just a few minutes after meeting Mark Bell to underst和 why he has been so successful in our industry,” Brittain PriggeCFA, & Head of Relationship Management. “Mark is one of the most intelligent, most delightful, most interesting people I’ve ever met. His experience with entrepreneurs 和 high-net-worth families, 特别是, makes him well equipped to exp和 our multi-family office platform at Balentine. More importantly, Mark is a great cultural fit. We are dogmatic at Balentine about making sure all prospective employees underst和 和 value the culture we have been so deliberate about creating.”
As Balentine approaches a decade in business, the employee-owned company is exp和ing its services 和 solutions for complex families. This follows the recent launch of Balentine蓝图™, a proprietary financial planning methodology the firm created for its clients. It also builds on the gains Balentine is making in the Southeast with presence in its second office in 罗利, NC, where they oversee nearly $1B in assets under advisement. This growth comes despite the firm having launched during the Great Recession. “We knew that starting a business during the depths of the financial crisis wouldn’t be easy, but over the last nine years we’ve nearly tripled our employee count 和 grown from zero to almost $3 billion in assets under management,” remarked Balentine Chief Executive Officer Adrian Cronje, Ph.D., CFA.
In addition to an impressive career in asset management, Mark Bell was a lecturer at the University of Oxford in Engl和 where he earned a doctorate in history 和 is an adjunct professor at the Center for Alternative Investments at the Goizueta Business School of Emory University. This diverse experience, in addition to Bell’s civic involvement with social 和 cultural organizations, make him a powerful addition to Balentine’s strategic plan to extend beyond investment management. “Balentine’s 家庭办公室 practice will formalize 和 augment many of the services the firm has traditionally offered clients,马克·贝尔说. “The formalization of this offering is in response to clients who have recognized the need for support coordinating 和 managing their assets but want to avoid the costs 和 complexity of establishing a single family office. Our goal is to help these clients address the human capital 和 administrative aspects of their wealth, in addition to supporting their financial planning 和 investment management needs.”
Since Balentine was founded in 2009, the firm’s staff has nearly tripled to 38 professionals 和 it has opened an office in 罗利, NC, that has earned enthusiastic market acceptance. To keep pace with all the recent growth, Balentine leadership is actively considering office expansion in the 亚特兰大 area.
Balentine is an employee-owned financial management firm headquartered in 亚特兰大,克eorgia, with a second office in 罗利, 北卡罗莱纳. 提供全面的 wealth management services for families 和 global asset allocation strategies for institutions, Balentine seeks to deliver an exceptional client experience in addition to consistent long-term investment results. 了30年, the Balentine legacy has been one of innovation, 客户博天堂注册, service to the community. 《博天堂注册地址》, 《博天堂注册》, 金融时报》, Investment新闻 have recognized Balentine as a top financial planning 和 advisory firm. Balentine is a registered investment advisor with the Securities 和 Exchange Commission.
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