Jonathan Burns

Operations Specialist

Jonathan 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 attended Wofford College, graduating with a degree in Business Economics with a minor in Finance. Jonathan began his financial career with an internship at TNB Financial Services and working at Equitable Advisors. Jonathan is from Cairo, Georgia and enjoys golfing in his free time, going on runs, and cheering on the Tottenham Hotspurs.