James Yost, CFP®, CAIA®, CTS™

James Yost is a Certified Financial Planner (CFP®), Chartered Alternative Investment Analyst (CAIA®), and Certified Trust Specialist (CTS™) currently serving as an Associate Relationship Manager at Balentine, a wealth management firm. His professional background includes expertise in financial planning and investment management, with a focus on building strong client relationships.

Yost has a solid educational foundation, having studied at the University of Georgia. His role at Balentine involves assisting clients with their financial needs and ensuring they receive tailored advice to meet their investment goals. His certifications indicate a high level of proficiency in various aspects of financial management, including alternative investments and trust services.

For more details about his professional journey and qualifications, you can view his LinkedIn profile here .