Christian Salomone is Chief Investment Officer at Ballast Rock Private Wealth with 24 years of industry experience. His prior roles include 17 years at Goldman Sachs and positions at Merrill and Bank of America. He is president of the Yale Club of Charleston, a local alumni organization. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a long-term, quantitatively informed investment approach tailored to client goals and risk tolerances.

James Carroll is a financial advisor at Ballast Rock Private Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Toroso Investments and Longurn Capital Management. Ballast Rock Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm’s investment process integrates fundamental analysis, modern portfolio theory, and quantitative analysis to tailor portfolios based on clients’ goals, time horizons, and risk tolerances.

Jake Fetchen is a financial advisor with Ballast Rock Private Wealth in Charleston, SC. He holds a Series 65 license and has two years of industry experience, including time at 49 Financial prior to his current role. Outside of advising, he works as a fixed insurance agent. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor investments to clients’ goals and risk tolerances.