The local firm hired Tyler Burns as Operations Specialist for back-office support.
Greenville, SC (December 3, 2020) — Ballentine Capital Advisors, a local wealth management firm, recently hired Tyler Burns as Operations Specialist. The new addition to the BCA team will allow the firm to better serve their clients.
“I am very excited to have Tyler join our firm. His unique talents and skills will benefit and serve our clients, community, and business,” President and Founder Bryan Ballentine said. “This addition, along with the rest of our team, strengthens our ability to lead the community in the financial services industry for years to come.”
In his role as Operations Specialist, Burns provides back-office support and operational efficiency to the team. He is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation.
Prior to joining Ballentine Capital Advisors, Burns’ most recent position was in Philadelphia where he served on the financial operations team. He gained valuable experience as an intern for United Capital Financial Advisors as well.
He earned a bachelor’s degree in Economics from the University of Delaware, which happens to be his home state. In his free time, Burns enjoys watching his Philadelphia sports teams, spending time with family, and finally getting to explore the South.
About
Headquartered in Greenville, South Carolina, Ballentine Capital Advisors is a wealth management firm that specializes in retirement, retirement income, and wealth planning. With years of experience and professional credentials, BCA is built on the philosophy that “We succeed when our clients succeed.” Visit ballentinecapital.com to learn more.
Securities through Triad Advisors, LLC, Member FINRA/SIPC. Advisory services through Ballentine Capital Advisors, Inc. Triad Advisors and Ballentine Capital Advisors are not affiliated entities. Tyler Burns is not registered with Triad Advisors to trade securities.
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