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John Maddison, Cfa, Cfp® Email & Phone Number

Wealth Manager to Entrepreneurs at Balentine
Location: Raleigh, North Carolina, United States 8 work roles 3 schools
2 work emails found @balentine.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email j****@balentine.com
LinkedIn Profile matched
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Current company
Role
Wealth Manager to Entrepreneurs
Location
Raleigh, North Carolina, United States
Company size

Who is John Maddison, Cfa, Cfp®? Overview

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Quick answer

John Maddison, Cfa, Cfp® is listed as Wealth Manager to Entrepreneurs at Balentine, a company with 41 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at balentine.com and a matched LinkedIn profile for John Maddison, Cfa, Cfp®.

John Maddison, Cfa, Cfp® previously worked as Partner and Head of Financial Planning at Balentine and President at Cfa Society North Carolina. John Maddison, Cfa, Cfp® holds Mba from Unc Kenan-Flagler Business School.

Company email context

Email format at Balentine

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*@balentine.com
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AeroLeads found 2 current-domain work email signals for John Maddison, Cfa, Cfp®. Compare company email patterns before reaching out.

Profile bio

About John Maddison, Cfa, Cfp®

John Maddison, Cfa, Cfp® is a Wealth Manager to Entrepreneurs at Balentine. He possess expertise in financial modeling, portfolio management, investments, valuation, capital markets and 8 more skills.

Listed skills include Financial Modeling, Portfolio Management, Investments, Valuation, and 9 others.

Current workplace

John Maddison, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Balentine
Balentine
Wealth Manager to Entrepreneurs
atlanta, georgia, united states
Website
Employees
41
AeroLeads page
8 roles

John Maddison, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner And Head Of Financial Planning

Current

Raleigh-Durham, North Carolina Area

Balentine provides wealth management advisory solutions to entrepreneurs and HNW families. We help our clients simplify their financial lives and achieve their goals with the least amount of risk required through a transparent, conflict-free and proven investment process. Balentine was founded in 2009 and is a partner-owned, SEC Registered Investment.

May 2014 - Present

President

Cfa Society North Carolina

North Carolina

Jul 2014 - Jun 2016

Senior Manager - Finance And Risk Management

Raleigh-Durham, North Carolina Area

Feb 2012 - May 2014

Senior Manager - Treasury

Raleigh, NC

Feb 2009 - Feb 2012

Consultant

Illumination Renewables Llc

Chapel Hill, NC

Aug 2008 - Feb 2009

Portfolio Manager

Franklin Street Partners

Chapel Hill, NC

Feb 2007 - Jul 2008
Team & coworkers

Colleagues at Balentine

Other employees you can reach at balentine.com. View company contacts for 41 employees →

3 education records

John Maddison, Cfa, Cfp® education

Education record

Woodberry Forest School
FAQ

Frequently asked questions about John Maddison, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does John Maddison, Cfa, Cfp® work for?

John Maddison, Cfa, Cfp® works for Balentine.

What is John Maddison, Cfa, Cfp®'s role at Balentine?

John Maddison, Cfa, Cfp® is listed as Wealth Manager to Entrepreneurs at Balentine.

What is John Maddison, Cfa, Cfp®'s email address?

AeroLeads has found 2 work email signals at @balentine.com for John Maddison, Cfa, Cfp® at Balentine.

Where is John Maddison, Cfa, Cfp® based?

John Maddison, Cfa, Cfp® is based in Raleigh, North Carolina, United States while working with Balentine.

What companies has John Maddison, Cfa, Cfp® worked for?

John Maddison, Cfa, Cfp® has worked for Balentine, Cfa Society North Carolina, Rbc Bank (Georgia), N.A., Rbc Bank (Usa), and Illumination Renewables Llc.

Who are John Maddison, Cfa, Cfp®'s colleagues at Balentine?

John Maddison, Cfa, Cfp®'s colleagues at Balentine include Hayley Swift, Clifton Dortch, Matt Raines, Megan Cordell, and Kaitlyn Farley.

How can I contact John Maddison, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for John Maddison, Cfa, Cfp® at Balentine, including work email, phone, and LinkedIn data when available.

What schools did John Maddison, Cfa, Cfp® attend?

John Maddison, Cfa, Cfp® holds Mba from Unc Kenan-Flagler Business School.

What skills is John Maddison, Cfa, Cfp® known for?

John Maddison, Cfa, Cfp® is listed with skills including Financial Modeling, Portfolio Management, Investments, Valuation, Capital Markets, Financial Planning, Asset Management, and Financial Services.

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