Josh Grubbs is an Institutional Relationship Associate at Balentine. In this role, he assists with preparations for prospective clients and with meeting the service needs of existing clients. Josh is charged with providing proactive solutions to the challenges our institutional clients face. Josh began his career as a performance analyst at LCG Associates in Atlanta. He will sit for Level I of the Chartered Financial Analyst exam in 2019. Josh earned his BBA and MBA from Rollins College in five years while balancing the demands of being a student athlete as a member of the Rollins College Varsity Baseball team.
- BBA, Rollins College, cum laude (Business Management)
- MBA, Roy E. Crummer Graduate School of Business at Rollins College (Finance)
- LCG Associates, Performance Analyst
- WoodMark Capital Advisors, Investment Analyst Intern
Professional Affiliations & Awards
- Chartered Financial Analyst Program, Level I Candidate
How and why did you get into this business?
Two of my passions are the financial markets and meeting new people. This industry provides the opportunity to continually expand my knowledge about the markets while also establishing strong relationships.
Why did you choose to work at Balentine?
The people. Balentine’s reputation within the investment management industry is due in no small part to its emphasis on hiring great people. I’m fortunate to be part of an incredible team.
What inspires you to come to work every day?
I have always loved learning, so working in an industry that is constantly changing gets me excited to come to work every day.
What do you like to do in your down time away from work?
My fiancé and I enjoy outdoor activities, including hiking and boating. We also adopted a cat named Ozzy who keeps us very entertained.
If you were abandoned on a deserted island, what single creature comfort would you desire most?
Given my complexion, a large bottle of sunscreen would be a necessity!
Looking for guidance in managing your wealth? Balentine is committed to providing the education and advice our clients need to realize their goals.