DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Family Offices
Atlanta, GA
Discover personalized wealth management and financial advisory services at Balentine. With nearly four decades of experience, we help protect and grow your wealth. Learn more about our tailored approach.
Data as of (this record's last observation) from firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Kristen Kepler | Executive Assistant & Office Coordinator | other | unknown | n/a | yes | fact |
| Reid Brannock | Relationship Manager | leadership | senior | n/a | yes | fact |
| Caroline Grizzle | Marketing Associate | other | unknown | n/a | yes | fact |
| John Maddison | Head of Wealth Management | other | unknown | n/a | yes | fact |
| Juwon Hill | Senior Portfolio Analyst | operations | unknown | n/a | yes | fact |
| Liz Meeks | Relationship Manager | leadership | senior | n/a | yes | fact |
| Logan Freeman | IT Support Associate | other | unknown | n/a | yes | fact |
| Joseph Fahey | Senior Family Business Advisor | other | unknown | n/a | yes | fact |
| Manuela Queliz | Senior Administrative Associate | operations | unknown | n/a | yes | fact |
| Emily Balentine Barbour | Executive Vice President | leadership | senior | n/a | yes | fact |
| Tom Matthesen | Head of Business Advisory | other | unknown | n/a | yes | fact |
| William B. Thacker | Relationship Manager | leadership | senior | n/a | yes | fact |
| Martina Chisholm | Head of Marketing | other | unknown | n/a | yes | fact |
| Victor Gitau | Senior Associate Relationship Manager | leadership | senior | n/a | yes | fact |
| Chloe Minor | Associate Relationship Manager | leadership | senior | n/a | yes | fact |
| Sovannary Peou | Senior Executive Assistant | other | unknown | n/a | yes | fact |
| Jamie Fausnaugh | Senior Administrative Associate | operations | unknown | n/a | yes | fact |
| Taylor Troup | Administrative Associate and Office Coordinator | operations | unknown | n/a | yes | fact |
| Josh Wallace | Reporting Manager | leadership | senior | n/a | yes | fact |
| David Damiani | Chief Investment Officer | cio | senior | n/a | yes | fact |
| Emily Cornell | Senior Relationship Associate, Team Lead | other | unknown | n/a | yes | fact |
| Tywanda Hansen | Client Service Manager | leadership | senior | n/a | yes | fact |
| Hannah Kim | Senior Relationship Associate | other | unknown | n/a | yes | fact |
| Berry Battey | Senior Associate Relationship Manager | leadership | senior | n/a | yes | fact |
| Head Trader | Partner | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Amelia Wilson (Relationship Associate), Ben Webb (Head of Private Markets), Josh Wallace (Reporting Manager), Robert Vann (Senior Relationship Manager), Taylor Troup (Administrative Associate and Office Coordinator), Ayana Thomas (Relationship Associate), William B. Thacker (Relationship Manager), Rebecca Stone (Client Operations Manager), Mitchell Spearman (Senior Family Legacy Advisor), Kathryn Sandoval (Financial Planning Manager), Caroline Ruhl (Senior Associate Relationship Manager), Alycia Ruge (Partner).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan