Julian Rivers Ballesteros

Julian Rivers Ballesteros is a Senior Portfolio Analyst at Ascent Wealth Partners, LLC, based in Charlotte, NC. In his current role, he is responsible for portfolio construction, performance analysis, and investment strategy implementation for high-net-worth individuals and institutional clients. His work primarily focuses on multi-asset class solutions, including equities, fixed income, and alternative investments.

Prior to joining Ascent Wealth Partners, Julian was a Senior Analyst at Wakefield Asset Management Corporation, where he specialized in quantitative equity strategies and portfolio research for nearly five years. He also completed the Accelerated Advisory Development Program in Advisory Services at TIAA, building expertise in client advisory and investment management for retirement accounts and managed portfolios.

Julian holds a Master of Science in Management from Wake Forest University School of Business and a Bachelor of Arts in Psychology from the University of North Carolina at Chapel Hill. He is a CFA Charterholder, reflecting his commitment to professional excellence and ethics in investment management. He is recognized for his analytical skills and contributions to quantitative investment research and advisory best practices.