Balentine
John Maddison, CFA, CFP®, is a seasoned financial professional with extensive experience in wealth management and financial planning. As the Partner and Head of Financial Planning at Balentine since May 2014, John focuses on providing advisory solutions to entrepreneurs and high-net-worth families, emphasizing a transparent and risk-conscious investment process. Prior leadership roles include serving as President of the CFA Society North Carolina from July 2014 to June 2016 and holding senior managerial positions at RBC Bank (Georgia), N.A., where responsibilities included finance and risk management as well as treasury oversight. John’s career also includes consultancy roles at Illumination Renewables LLC and portfolio management at Franklin Street Partners. Educational credentials include an MBA in Investment Management and Finance from UNC Kenan-Flagler Business School and a Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill.
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Balentine
Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. We provide financial planning and investment management services for business owners and their families. For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. Named to Barron’s “Top 100 Independent Wealth Advisors,” Financial Times' “300 Top Registered Investment Advisors,” and Pensions and Investments’ “Best Places to Work in Money Management,” we have been recognized locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients. The opinions expressed herein are those of Balentine, LLC (“Balentine”) and are subject to change without notice. Balentine social media posts are provided for information purposes only and should not be considered investment advice or recommendation to purchase or sell any particular security, product or service. Balentine posts are based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results. Balentine does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Balentine’s social media sites. Any comments or opinions posted by another user should be attributed to that user and not Balentine. Balentine, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. Please read important disclosures here: https://www.balentine.com/disclosures