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.
BBA, University of Georgia (Finance)
Balentine, Relationship Management Intern
AdaptCFO, Accounting and Finance Intern
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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