Cody joined 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. Prior to joining Ballentine Capital Advisors, Cody gained working experience in Client Services and Operations through the Banking industry.
Cody has a degree in business with a minor in finance from Truett McConnell University. In his free time, he enjoys playing golf, attending football games, and traveling.