Rob Ragsdale

Chief Wealth Strategist
Written By Hart Roberts

Chief Executive Officer

Role

Leading the overall vision and strategy of EQV Advisory. Heads business development and relationship management.

Professional Designations

CFP®, AIF®, CIMA®

Education

University of North Carolina - B.A. Phi Beta Kappa
Duke University - M.B.A.

Experience

  • Balentine - Head of Institutional Relationships (July 2022 - September 2024)

  • Balentine - Head of North Carolina Office and Partner at Balentine (January 2013 - September 2024) - Service on Investment Strategy Team and Management Committee 

  • Balentine - Managing Director (March 2011 - January 2013)

  • Franklin Street Partners - Relationship Manager and Associate (June 2003 - March 2011)

  • Previous Investment Banking experience and McDonald & Co. and First Union National Bank

Community Involvement

  • Advocacy Trust Company – Independent Board Member of a Tennessee situs Trust Company

  • Christ Episcopal Church – Vestry, Investment Committee, Teacher and Stewardship Chair

  • Clark’s Promise Fund for Homelessness - Board Member

  • UNC Lineberger Comprehensive Cancer Center - Board of Visitors

  • Edwin C. Caldwell Fund – Board Member

Fun Fact

Rob has completed over 30 marathons and is a licensed United States Coast Guard Captain. 

Hart Roberts

Digital marketing + web design in Raleigh, NC. Always searching for fresh and creative ways companies can interact, engage and gain exposure with creativity, analytical thinking, and social metrics.

https://www.chair8media.com
Next

Larry Moye