JM

John Maddison

Partner And Head Of Financial Planning at 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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