Susie Wang - Email & Phone Number

Director, Investment Strategy Team at Balentine

Susie Wang is based out of Atlanta, Georgia, United States and works at Balentine as Director, Investment Strategy Team.

Susie Wang's Contact Information

Susie Wang's Work email

s*****@balent***.com

Valid

Latest update

September 18, 2025

Location

Atlanta, Georgia, United States

Susie's current employer

Balentine

Description

Balentine is an employee-owned wealth management firm with offices in Atlanta & Raleigh. From institutional management to financial plann...

Website

balentine.com

HQ Location

Atlanta, GA, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Balentine

Frequent questions about Susie Wang

What company is Susie Wang working for?

Susie Wang works for Balentine.

What is Susie Wang's function at Balentine?

Susie Wang is Director, Investment Strategy Team at Balentine.

Where is Susie Wang based?

Susie Wang is based out of Atlanta, Georgia, United States.

What is Susie Wang's work email address?

Susie Wang's professional email address is s*****@balent***.com

Who are Susie Wang's co-workers?

Susie Wang's colleagues are Robert Balentine, Brittain Prigge, Adrian Cronje, Kaitlyn Farley, Rosa Lubbers, Karin Fuller, Bradley Martin, Christina Callesis, Mark Bell, Kenneth Jackson, Elizabeth Thomas, John Maddison, Mallorie Reynolds, Alexa Gevin, Matthew Gilbert, Emily Cornell, Lillis Breland, Mary Bell, Michael Pearson, Kathryn Sandoval, Michael Imber, Rob Ragsdale, Jennifer Dangar, Joshua Friedland, Leslie Farman, Will Revels, Ina Toderita, Josh Grubbs, Jason Howard, Andre Forbes, Jennifer Pcholinsky, Emily Barbour, Michael Binnicker, Clifton Dortch.

Susie's co-workers

Chief Executive Officer and Founding Partner

Kaitlyn Farley

Office Coordinator and Administrative Associate, Raleigh Office

Rosa Lubbers

Office Coordinator and Administrative Associate

Karin Fuller

Executive Assistant to the CFO, Director of Accounting & Finance, and Investment Strategies Team

Bradley Martin

Partner, Head of Atlanta Wealth Management

Christina Callesis

Director of Human Resources

Mark Bell

Head of Private Capital and Family Office, Partner

Kenneth Jackson

Head Trader

Elizabeth Thomas

Director of Marketing

John Maddison

Partner and Head of Financial Planning

Mallorie Reynolds

Director of Accounting and Finance

Alexa Gevin

Executive Assistant & Office Receptionist

Matthew Gilbert

Associate

Emily Cornell

Multi-Family Office Relationship Associate

Lillis Breland

Client Transition Manager

Mary Bell

client services manager

Michael Pearson

Chief Compliance Officer

Kathryn Sandoval

Financial Planning Manager

Michael Imber

Multi-Family Office Wealth Strategist

Rob Ragsdale

Partner

Jennifer Dangar

Chief Operating Officer

Joshua Friedland

Private Capital and Business Advisory Associate

Leslie Farman

Multi-Family Office Senior Relationship Associate

Institutional Relationship Associate

Jason Howard

Multi Family Office Associate

Andre Forbes

IT Manager

Jennifer Pcholinsky

Associate Relationship Manager

Emily Barbour

Relationship Manager

Michael Binnicker

Senior Relationship Manager

Clifton Dortch

Relationship Manager

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