Joshua Friedland

Senior Associate Business Advisory and Private Capital

Partner

Principal

Joshua Friedland is the Senior Associate on the Business Advisory and Private Capital team. In this role, he helps intergenerational families in two critical areas: advising on their closely held operating business assets and completing due diligence on private equity opportunities.

Prior to joining Balentine, he worked for Wilder Balter Partners, Inc. in Chappaqua, New York, and Hudson Partners Securities in Stamford, Connecticut.

Josh earned a BBA with a concentration in Finance from Emory University Goizueta Business School and now serves as an Alumni Fellow at the Center for Alternative Investments.

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Education

BBA, Emory University Goizueta Business School

Experience

Wilder Balter Partners, Inc., Analyst

Hudson Partners Securities, Analyst

Centripetal Capital Partners, Analyst

Professional affiliations & awards

Community involvement

Q&A

How and why did you get into this business?

During my time at Emory, I was fortunate enough to spend two summers working for the former Co-Founders of Bear Stearns’s Private Funds Group at Hudson Partners. I found the opportunity to research and evaluate different industries and investment opportunities to be extremely engaging.

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Why does Balentine exist?

I believe that Balentine exists to provide business and investment advice in an industry where interests are often less than fully aligned.

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What inspires you to come to work?

The opportunity to learn. Being surrounded by colleagues with decades of experience in the industry who are knowledgeable, willing teachers makes every day exciting.

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

I grew up playing competitive baseball and basketball, so I love to play in my free time.

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Joshua Friedland

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Joshua Friedland

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Ben Webb, CFA®

Mark Bell, Ph.D.

Joshua Friedland

How Do We Balance Private Capital Investments in Client Portfolios?

Our Core-Moon-Satellite approach combines broad market exposure with focused and concentrated investments, helping drive growth while preserving wealth. Read more in Article 3 of our Private Capital Guide.

Mark Bell, Ph.D.

Ben Webb, CFA®

Joshua Friedland

How Can You Build Your Private Capital Portfolio To Grow Wealth for Generations?

To create custom portfolios for our clients, we utilize a data-driven strategy blending diversification with long-term themes. Within this strategy, we select what we believe to be high-performing assets and work with expert managers. Learn how this approach could help preserve and grow wealth in Article 2 of our Private Capital Guide.

Ben Webb, CFA®

Mark Bell, Ph.D.

Joshua Friedland

Why Private Capital?

For families of significant wealth with portfolios concentrated in public markets, private markets provide potential opportunities for excess return and diversification. Read more in Article 1 of our Private Capital Guide.

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