John Maddison
Partner and Head of Financial Planning at Balentine | Raleigh, North Carolina, United States
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As Partner and Head of Financial Planning at Balentine, John Maddison leverages his extensive expertise in wealth management to guide entrepreneurs and high-net-worth families through the complexities of financial decision-making. With a deep understanding of financial modeling, asset management, and investment strategies, John plays a pivotal role in helping clients simplify their financial lives while minimizing risk. His approach is rooted in a transparent and conflict-free investment process, ensuring that clients can trust the guidance they receive.
At Balentine, John is actively involved in key projects that focus on developing tailored financial plans that align with clients' unique goals and aspirations. He understands the challenges that entrepreneurs face, having navigated similar waters himself. This firsthand experience allows him to empathize with clients who are contemplating significant financial commitments, such as launching a new venture or considering outside investment. John is particularly adept at crafting strategies for managing minority investors, empowering clients to regain control of their businesses when necessary.
In an industry that demands both analytical rigor and a personal touch, John excels at financial analysis and investment management, providing clients with comprehensive insights that drive informed decision-making. His commitment to continuous learning and adaptation in the ever-evolving capital markets ensures that Balentine remains at the forefront of wealth management solutions. By fostering long-term relationships built on trust and transparency, John Maddison not only helps clients achieve their financial goals but also empowers them to pursue their passions with confidence.
Partner and Head of Financial Planning at Balentine in May 2014 to Present
President at CFA Society North Carolina in July 2014 to June 2016
Senior Manager - Finance and Risk Management at RBC Bank (Georgia), N.A. in February 2012 to May 2014
Senior Manager - Treasury at RBC Bank (Georgia), N.A. in February 2009 to February 2012
Consultant at Illumination Renewables LLC in August 2008 to February 2009
Portfolio Manager at Franklin Street Partners in February 2007 to July 2008
Research Manager at Gerson Lehrman Group in February 2004 to June 2005
Senior Associate at Thomson Financial in July 2001 to February 2004
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Portfolio Management
Financial Modeling
Asset Management
Valuation
Financial Analysis
Investments
Capital Markets
Corporate Finance
Investment Management
Banking
Wealth Management
Financial Planning
Financial Services
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Discover more about BalentineWhat is John Maddison email address?
Email John Maddison at [email protected] and [email protected]. This email is the most updated John Maddison email found in 2026.
What is John Maddison phone number?
John Maddison phone number is +12105793058.
How to contact John Maddison?
To contact John Maddison send an email to [email protected] or [email protected]. If you want to call John Maddison try calling on +12105793058. (updated on October 30, 2024)
What company does John Maddison work for?
John Maddison works for Balentine
What is John Maddison's role at Balentine?
John Maddison is Partner and Head of Financial Planning
What industry does John Maddison work in?
John Maddison works in the Financial Services industry.
John Maddison Email Addresses
John Maddison Phone Numbers
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