Balentine & Company
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Balentine & Company Employees
Employee
Years
Job
Industry
Erica Farber Erica Farber's Balentine & Company Experience March 1999 - December 2001
Job Partner, Director of Operations and Chief Compliance Officer at Balentine
Industry Financial Services
Experience
Balentine December 2009 - Present
Wilmington Trust December 2001 - December 2009
Balentine & Company March 1999 - December 2001
Education
The Ohio State University 1990 — 1995
BA, Psychology
Balentine December 2009 - Present
Wilmington Trust December 2001 - December 2009
Balentine & Company March 1999 - December 2001
Education
The Ohio State University 1990 — 1995
BA, Psychology
Marcia Mayoue, CPA, CFA, CFP(R) Marcia Mayoue, CPA, CFA, CFP(R)'s Balentine & Company Experience November 1992 - February 2006
Job Personal Wealth Advisor at Buckhead Investment Partners
Industry Investment Management
Experience
Buckhead Investment Partners November 2011 - Present
Agnes Scott College July 2008 - Present
Children's Healthcare of Atlanta 2008 - Present
Moving In The Spirit 2007 - Present
Atlanta Women's Foundation July 2008 - June 2012
Mayoue Wealth Management, LLC October 2007 - December 2010
Operation Boot Camp / Atlanta Kick 2006 - 2010
Homrich & Berg, Inc. February 2006 - October 2007
Balentine & Company November 1992 - February 2006
Georgia Society of CPAs 2002 - 2006
Skills
Strategic Financial..., Investment Management, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance, Economics
Miami University 1984 — 1988
B.S, Finance, Accounting
Buckhead Investment Partners November 2011 - Present
Agnes Scott College July 2008 - Present
Children's Healthcare of Atlanta 2008 - Present
Moving In The Spirit 2007 - Present
Atlanta Women's Foundation July 2008 - June 2012
Mayoue Wealth Management, LLC October 2007 - December 2010
Operation Boot Camp / Atlanta Kick 2006 - 2010
Homrich & Berg, Inc. February 2006 - October 2007
Balentine & Company November 1992 - February 2006
Georgia Society of CPAs 2002 - 2006
Skills
Strategic Financial..., Investment Management, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance, Economics
Miami University 1984 — 1988
B.S, Finance, Accounting
Jennifer McGuirk Jennifer McGuirk's Balentine & Company Experience October 1989 - September 1993
Job Development
Industry Fund-Raising
Experience
Princeton University December 2013 - Present
Princeton University January 2013 - December 2013
Rider University November 2012 - January 2013
Coldwell Banker Residential Brokerage 2004 - 2011
Credit Suisse January 1996 - September 1996
Balentine & Company October 1989 - September 1993
JC Bradford December 1988 - October 1989
Stratfield Investment Management 1986 - 1988
Skills
Real Estate, Selling, Negotiation, Marketing, Customer Service, Sales, Real Estate Transactions, Investment Properties, Contract Negotiation, Microsoft Office, Investments, Strategic Planning, Microsoft Excel, PowerPoint, Event Planning
Education
Union College 1982 — 1986
Bachelor of Science (BS), Biology, General
Medway High School, Medway, MA 1978 — 1982
Princeton University December 2013 - Present
Princeton University January 2013 - December 2013
Rider University November 2012 - January 2013
Coldwell Banker Residential Brokerage 2004 - 2011
Credit Suisse January 1996 - September 1996
Balentine & Company October 1989 - September 1993
JC Bradford December 1988 - October 1989
Stratfield Investment Management 1986 - 1988
Skills
Real Estate, Selling, Negotiation, Marketing, Customer Service, Sales, Real Estate Transactions, Investment Properties, Contract Negotiation, Microsoft Office, Investments, Strategic Planning, Microsoft Excel, PowerPoint, Event Planning
Education
Union College 1982 — 1986
Bachelor of Science (BS), Biology, General
Medway High School, Medway, MA 1978 — 1982
Frederick Wright Frederick Wright's Balentine & Company Experience April 1991 - May 1998
Job Partner at Smith & Howard Wealth Management
Industry Investment Management
Experience
Smith & Howard Wealth Management, LLC August 1999 - Present
Wright Investment Management 1998 - 1999
Balentine & Company April 1991 - May 1998
Skills
Estate Planning, Tax, Mergers, Due Diligence, LLC, Tax Research, S Corporations, Partnership Taxation, International Tax, Corporate Tax, Income Tax, Financial Analysis
Education
Emory University 1989 — 1991
MBA, Finance
United States Military Academy at West Point 1977 — 1981
Bachelor of Science (B.S.), Mechanical Engineering
Kecoughtan
Smith & Howard Wealth Management, LLC August 1999 - Present
Wright Investment Management 1998 - 1999
Balentine & Company April 1991 - May 1998
Skills
Estate Planning, Tax, Mergers, Due Diligence, LLC, Tax Research, S Corporations, Partnership Taxation, International Tax, Corporate Tax, Income Tax, Financial Analysis
Education
Emory University 1989 — 1991
MBA, Finance
United States Military Academy at West Point 1977 — 1981
Bachelor of Science (B.S.), Mechanical Engineering
Kecoughtan
Wes French's Balentine & Company Experience July 1996 - January 2005
Job Founder / Partner at Peachtree Investment Advisors
Industry Investment Management
Experience
Peachtree Investment Advisors April 2006 - Present
Wilmington Trust January 2005 - April 2006
Balentine & Company July 1996 - January 2005
Education
Davidson College 1979 — 1983
Bachelor of Arts (B.A.), Economics
The Westminster Schools
Peachtree Investment Advisors April 2006 - Present
Wilmington Trust January 2005 - April 2006
Balentine & Company July 1996 - January 2005
Education
Davidson College 1979 — 1983
Bachelor of Arts (B.A.), Economics
The Westminster Schools
Joe Stallings's Balentine & Company Experience January 1994 - December 2002
Job OrangeAxis Principal and Founder
Industry Online Media
Experience
OrangeAxis September 2013 - Present
The Frazer Center June 2011 - June 2014
Balentine November 2009 - August 2013
Electronic Arts August 2004 - December 2009
Balentine & Company January 1994 - December 2002
Skills
Business Architecture, Public Speaking, Marketing Strategy, Public Relations, Research, Digital Strategy, Digital Media, Marketing Communications, Strategic Planning, Process Engineering, Business Strategy, Thought Leadership, Brand Development, Strategy, Sound Art, Social Media Marketing, Salesforce.com..., Business Automation, Branding, Business Engineering, Strategy Development, Music Production, Music Technology, Box.net, Eloqua, Google Analytics, Facebook Fan Page..., Profnet, Game Development, CRM, Video Games, Online Gaming, Entrepreneurship, Mobile Games, Game Design, Casual Games, Social Games, Gaming, Community Sites, Monetization, Content Strategy, Strategic Partnerships, Marketing, Mobile Marketing, Free to Play, E-commerce, Online Marketing, User Experience, Website Development, Mobile Applications
Education
Georgia Institute of Technology 1988 — 1992
Bachelor's Degree, International Relations and Affairs
OrangeAxis September 2013 - Present
The Frazer Center June 2011 - June 2014
Balentine November 2009 - August 2013
Electronic Arts August 2004 - December 2009
Balentine & Company January 1994 - December 2002
Skills
Business Architecture, Public Speaking, Marketing Strategy, Public Relations, Research, Digital Strategy, Digital Media, Marketing Communications, Strategic Planning, Process Engineering, Business Strategy, Thought Leadership, Brand Development, Strategy, Sound Art, Social Media Marketing, Salesforce.com..., Business Automation, Branding, Business Engineering, Strategy Development, Music Production, Music Technology, Box.net, Eloqua, Google Analytics, Facebook Fan Page..., Profnet, Game Development, CRM, Video Games, Online Gaming, Entrepreneurship, Mobile Games, Game Design, Casual Games, Social Games, Gaming, Community Sites, Monetization, Content Strategy, Strategic Partnerships, Marketing, Mobile Marketing, Free to Play, E-commerce, Online Marketing, User Experience, Website Development, Mobile Applications
Education
Georgia Institute of Technology 1988 — 1992
Bachelor's Degree, International Relations and Affairs
Nicholas Hoffman Nicholas Hoffman's Balentine & Company Experience 1992 - 2002
Job CEO, Nicholas Hoffman & Company, LLC
Industry Investment Management
Experience
Nicholas Hoffman & Company, LLC 2007 - Present
Diversified Trust Company 2002 - 2007
Balentine & Company 1992 - 2002
Skills
Private Equity
Education
University of Exeter 1974 — 1977
Nicholas Hoffman & Company, LLC 2007 - Present
Diversified Trust Company 2002 - 2007
Balentine & Company 1992 - 2002
Skills
Private Equity
Education
University of Exeter 1974 — 1977
Ric Felker Ric Felker's Balentine & Company Experience 1997 - 2004
Job Principal at FELKER ADVISORS LLC
Industry Investment Management
Experience
FELKER ADVISORS 2011 - Present
GEORGIA CONSERVANCY 2009 - 2011
112 PROPERTY GROUP 2005 - 2008
BALENTINE & COMPANY 1997 - 2004
Skills
Private Investments, Alternative Strategies, Long/Short Hedge, Venture Capital, Private Equity, Conservation, Philanthropy
Education
University of North Carolina at Chapel Hill
Bachelor's Degree, Arts and Sciences
Mercer University - Walter F. George School of Law
Juris Doctor (J.D.), Law
FELKER ADVISORS 2011 - Present
GEORGIA CONSERVANCY 2009 - 2011
112 PROPERTY GROUP 2005 - 2008
BALENTINE & COMPANY 1997 - 2004
Skills
Private Investments, Alternative Strategies, Long/Short Hedge, Venture Capital, Private Equity, Conservation, Philanthropy
Education
University of North Carolina at Chapel Hill
Bachelor's Degree, Arts and Sciences
Mercer University - Walter F. George School of Law
Juris Doctor (J.D.), Law
Cliff Mason's Balentine & Company Experience January 1999 - June 2001
Job Service Executive at InterSystems
Industry Information Technology and Services
Experience
InterSystems March 2013 - Present
KLF Inc. February 1991 - March 2013
Balentine & Company January 1999 - June 2001
National Computer Systems (SunGard) February 1982 - February 1991
Skills
IT Strategy, Mergers & Acquisitions, Management, Project Management, Strategy, ITIL, Consulting, Integration, SaaS, CRM, Solution Selling, Cloud Computing, Data Center, Professional Services, Managed Services
Education
Bowdoin College 1974 — 1978
BAs in Chemistry and Biology
Waltham High School
InterSystems March 2013 - Present
KLF Inc. February 1991 - March 2013
Balentine & Company January 1999 - June 2001
National Computer Systems (SunGard) February 1982 - February 1991
Skills
IT Strategy, Mergers & Acquisitions, Management, Project Management, Strategy, ITIL, Consulting, Integration, SaaS, CRM, Solution Selling, Cloud Computing, Data Center, Professional Services, Managed Services
Education
Bowdoin College 1974 — 1978
BAs in Chemistry and Biology
Waltham High School
Peg Hoogs, CFA's Balentine & Company Experience July 2002 - June 2004
Job Investment Management Professional
Industry Investment Management
Experience
Commerce Capital Services 2005 - Present
Harris myCFO July 2004 - July 2005
Balentine & Company July 2002 - June 2004
INVESCO July 1993 - June 2002
Sovran Capital Management November 1985 - June 1993
Skills
Portfolio Management, Investment Management, Investment Strategies, Investment Management..., Equity Research, Equity Valuation, Fixed Income Analysis, Asset Allocation, Asset Management, Private Equity
Education
Colorado College 1981 — 1985
Bachelor of Arts (BA), Business Economics
Commerce Capital Services 2005 - Present
Harris myCFO July 2004 - July 2005
Balentine & Company July 2002 - June 2004
INVESCO July 1993 - June 2002
Sovran Capital Management November 1985 - June 1993
Skills
Portfolio Management, Investment Management, Investment Strategies, Investment Management..., Equity Research, Equity Valuation, Fixed Income Analysis, Asset Allocation, Asset Management, Private Equity
Education
Colorado College 1981 — 1985
Bachelor of Arts (BA), Business Economics