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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A Path to Normalcy

Each quarter, our Investment Strategy Team reflects on what's happened in the economy and markets, shares what we're paying attention to for the quarter ahead, and gives our take on why it matters to investors. In Q3, we believe markets are finally headed back to normal after several unusual years post-pandemic. Read more in our Market & Economic Report.

How Can Getting Clear On Your Purpose Improve Your Company?

Adrian Cronje defines purpose as a deep sense of motivation and appreciation for your work. In his latest article for FastCompany, he shares that clarifying your purpose and sharing it with your team can sharpen your company’s vision and strategy and strengthen relationships with clients and employees.

Five Ways to Stay Grounded During Election Season

Though it can be tempting to try to anticipate the impact of elections on your investment portfolio, we believe the election will have a limited impact on the stock market 12 months from now. In this article for Inc., David Damiani explains why - and offers five tips for keeping a cool head and a steady hand.

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