David Damiani is a control person of Balentine and directly owns under 5% of it. David Damiani holds an MS in Finance from Georgia State University and a BA from Georgia State University.
Balentine is an investment adviser based in Atlanta, GA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and charitable organizations. Its regulatory assets under management total $5.54 billion, as filed on 25 August 2026. Its fees, ownership and offices are on the firm’s profile.
David Damiani is Chief Investment Officer of Balentine. He chairs the Investment Strategy Team, oversees the development and implementation of investment policies, and leads the firm's institutional management business. He is a founding partner of Balentine and a member of its Management Committee. His earlier roles include Vice President & Senior Investment Advisor at Wilmington Trust Company.
Professional designations
Listed by Balentine
- CFA
- CRD
- 2391980
- Firm
- Balentine · CRD 152511
- Role
- Chief Investment Officer
- In role since
- January 2010 · 16 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Atlanta, GA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- balentine.com
Where does David Damiani work?
David Damiani has been Chief Investment Officer of Balentine LLC since January 2010, and is a control person of the firm.
Is David Damiani a CFA charterholder?
Balentine lists David Damiani with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify David Damiani’s record?
David Damiani’s role is listed on Balentine LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 152511.