Rob Ragsdale, CFP®, AIF®, CIMA®

Chief Wealth Strategist
Written By Hart Roberts
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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.
Psychology and History
Phi Beta Kappa

Duke University - M.B.A.
Finance

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 - Founder of the North Carolina Office and Managing Director (March 2011 - January 2013)

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

  • Previous Investment Banking experience at 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, Outreach Committee 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
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Mark Paccione, CFA, CFP®, BFA