Ballentine Capital Advisors Hire’s New Operations Specialist Jaxson Coad

Ballentine Capital Advisors hire’s a new Operations Specialist, Jaxon Coad.

Jaxson graduated from Furman last spring with a major in economics. In his free time, he enjoys cheering on the Ohio State Buckeyes and golfing!

Jameson serves a vital role at Ballentine Capital Advisors to provide back-office support and operational efficiency to the team. As the Operations Specialist, he is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation.


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