About
Drew Traylor is a Senior Investment Analyst at Balentine LLC, a boutique wealth management and investment advisory firm based in Atlanta, GA. In his current role, he is responsible for conducting investment research and supporting portfolio management strategies for the firm's high-net-worth and institutional clients. Drew's position involves evaluating market trends, performing due diligence on investment opportunities, and assisting in asset allocation decisions consistent with the firm's fiduciary responsibilities.
While specific sectors or asset classes under Drew's direct coverage are not detailed in public records, Balentine focuses on comprehensive global asset allocation strategies and tailored solutions for entrepreneurs, business owners, and multi-generational families. As part of Balentine's investment team, Drew is likely to analyze a broad range of traditional and alternative investments, with a particular emphasis on preserving and growing client wealth in complex financial environments.
There is no verifiable information available regarding Drew Traylor's previous positions or educational background. His expertise lies in investment analysis and wealth management, contributing to Balentine's goal of delivering exceptional, personalized advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Balentine | Senior Investment Analyst | Unknown to Present | — |
Others at Balentine LLC (6)
| Name | Role | Location |
|---|---|---|
A Adrian Cronje | Chief Executive Officer and Chief Investment Officer and Founding Partner | Atlanta, GA , United States |
| Senior Portfolio Analyst | Atlanta, GA , United States | |
| Head Trader | Athens, GA , United States | |
E Emily Barbour | Principal | Atlanta, GA , United States |
| Associate | Marietta, GA , United States | |
| Principal | Raleigh, NC , United States |
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