Josh Wallace

Senior Reporting Analyst



Josh Wallace is a Senior Reporting Analyst at Balentine. In this role, Josh oversees and manages investment data and systems to ensure that performance reporting and data aggregation are up-to-date and accurate. 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 Delta Tau Delta fraternity, serving as treasurer, vice president, president, and a member of the Honor Board.

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Josh Wallace
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BBA, University of Georgia (Finance)


Balentine, Relationship Management Intern

AdaptCFO, Accounting and Finance Intern

Professional affiliations & awards
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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.

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.

What inspires you to come to work each day?

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

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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