Josh Wallace

Reporting Manager

Partner

Principal

Josh Wallace is Balentine's Reporting Manager. In this role, Josh coordinates across departments and systems to ensure that firm and client-level reporting metrics are accurate and accessible at all times for client meetings, billing, compliance tracking, marketing, and management insights/decision-making purposes. He joined Balentine in 2020 after serving as a summer intern with the firm in 2018. Josh earned a BBA in Finance from the University of Georgia. During his time at UGA, he was an active member of the Delta Tau Delta fraternity, serving as president and a member of the Honor Board.

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Education

BBA, University of Georgia (Finance)

Experience

Balentine, Relationship Management Intern

AdaptCFO, Accounting and Finance Intern

Professional affiliations & awards

Community involvement

Q&A

Why did you choose to come to work at Balentine?

As an intern at Balentine I saw firsthand the quality and care put into all aspects of client service, and I appreciated the committed attitudes that each team member had for doing their job well.

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What do you like to do in your down time away from work?

I love taking road trips and backpacking around the United States to enjoy the natural diversity of this country.

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What inspires you to come to work each day?

My commitment to bettering myself and the services I provide for the team.

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If you weren’t in this business what would you be doing?

Working as a ranch hand in the Rocky Mountains or in the plains of the western states.

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In the third article of our Private Capital Guide, Ben Webb & Mark Bell explain our Core-Moon-Satellite approach, which combines broad market exposure with focused and concentrated investments, helping drive growth while preserving wealth.

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