Jaxson Coad

Operations Specialist

Jaxson 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. He is a recent graduate with a degree in Economics from Furman University. Jaxson grew up in Utica, Ohio and is always cheering on the Ohio sports teams. In his free time he enjoys attending sporting events, spending time with friends or family, playing golf, and disc golf.